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Anonymous
Not applicable

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, however it seems all the data displayed is in "$" Dollars, rather then my set locale of the United Kingdon and as this resource doesnt have the ability to import in to PowerBi desktop how do we get around the problem.

 

Any suggestions would be good thanks, unless I have missed a setting elsewhere!

1 ACCEPTED SOLUTION

@Anonymous,

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

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

1.PNG

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

5 REPLIES 5
v-yuezhe-msft
Microsoft Employee
Microsoft Employee

@Anonymous,

You can use Salesforce connector in Power BI Desktop to connect to your data source, create your own report and publish the report to Power BI Service.

In Power BI Desktop, you are able to format data.

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Anonymous
Not applicable

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,

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

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Anonymous
Not applicable

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

 

Capture2.PNG

 

 

 

@Anonymous,

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

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

1.PNG

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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