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Anonymous's avatar
Anonymous
Not applicable
8 years ago
Solved

Sales Force Sales Rep/Sales manager integration issues

Hi there,   I've started looking at displaying out Sales force data within PowerBi.  The two resources Sales force Sales Rep and Sales Force sales Manager )provided on the in-app site are geat, how...
  • Anonymous's avatar
    Anonymous
    8 years ago

    Anonymous,

    Use Format() function in DAX instead. There is an example for your reference.

    Measure = FORMAT(SUM(A[Sales]),"£#,##0;(£#,##0)")



    Regards,
    Lydia

Anonymous's avatar
Anonymous
Not applicable
8 years ago

Hi there,  thanks for your response, however the salesforce connector for the predetermined reports (sales force manager and sales for sales rep) are only avaiable within the online Power Bi app, not through power bi desktop where objects and reports are available.

 

The data represented through the sales force sales manager and sales force sales rep reports is good, however you cannot edit the query to identify why the report displays sales data in dollars rather than GBP.

 

Please see my screenshot below.  

 

 

 

Thanks

Robbie

Anonymous's avatar
Anonymous
Not applicable
8 years ago

Anonymous,

In Power BI Service, it is not possible to change data format. Another workaround is to connect to the Power BI Service online dataset in Power BI Desktop, then use Format function to format your data.

Regards,
Lydia

  • Anonymous's avatar
    Anonymous
    Not applicable
    8 years ago

    Thanks for the swift response.

     

    So I've started up Power Bi desktop and chose to:

    Get Data > Power Bi > Power Bi Datasets >Connect

    Chose the Sales force Sales Rep dataset from My workspace

     

    Once the dataset had loaded I then proceeeded to create a test cart showing the "Amount" field from my test data

    The amount shows in dolalrs, yet the Formating options on the Modeling tab are greyed out

    Please see screenshot

     

    Thanks

     

     

     

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      8 years ago

      Anonymous,

      Use Format() function in DAX instead. There is an example for your reference.

      Measure = FORMAT(SUM(A[Sales]),"£#,##0;(£#,##0)")



      Regards,
      Lydia