Forum Discussion

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, 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!

  • 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

7 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    8 years ago

    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

    • 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

  • metrica's avatar
    metrica
    Post Prodigy
    28 days ago

    Hi Robbie,

     

    The Salesforce Sales Rep and Sales Manager content packs offered limited model customization. Using FORMAT can show a pound symbol, but it returns text and does not convert currencies. If the values are already in GBP, apply a numeric format string. For multiple currencies, include CurrencyIsoCode and add conversion logic.

     

    Power BI Connector for Salesforce lets you build your own model from selected Salesforce objects and fields.

    AppExchange and 30-day free trial: https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

     

    Docs and support:
    https://metricasoftware.com/docs/salesforce/
    https://metricasoftware.com/docs/salesforce/contact-support/

     

    Cheers,
    Metrica Team