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Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

Salesforce Data Tables for Relationship

Hello Everyone,   I am using Desktop Pro and pulling SalesForce Objects (not pulling all 382 tables, only Account, Agreement, Lead, Opportunity, and Transactions). What I am trying to find out is w...
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  • Anonymous's avatar
    Anonymous
    7 years ago

    Anonymous ,

    Based on your description, my understanding is that you want to find a table which lists the relationship between "ChildAccounts" and "Parent" from SalesForce Objects data source.

    Actually, this relationship has been contained in the table “Account”, please refer to the following steps: load data into PowerBi Query editor.

     

    Then find the column ChildAccounts and Parent, refer to the following picture to choose required columns and expand these data:



    Regards,
    Lydia

Anonymous's avatar
Anonymous
Not applicable
7 years ago

Anonymous ,

Based on your description, my understanding is that you want to find a table which lists the relationship between "ChildAccounts" and "Parent" from SalesForce Objects data source.

Actually, this relationship has been contained in the table “Account”, please refer to the following steps: load data into PowerBi Query editor.

 

Then find the column ChildAccounts and Parent, refer to the following picture to choose required columns and expand these data:



Regards,
Lydia

ados_wm's avatar
ados_wm
Regular Visitor
4 years ago

Hi all,

 

I would like to have the Account Hierarchie (which is visible in Salesforce) as Salesforce objects in PBI. But it seems that in the version 2.97.801.0, which I am using,  the Account table doesn't have this Parent-Child relationship. Does someone has a solution for the new PBI versions? Or is this linked to Salesforce? 

 

Best Regards!