Forum Discussion

emmanmapada's avatar
emmanmapada
Frequent Visitor
8 years ago

Salesforce Objects - New Fields

Our company recently had a Salesforce redesign and managed to lessen the number of fields on the Accounts objects. How do I display the new (and lesser) fields in Power BI if I load the entire Account object? I tried doing it and it still shows the old fields.

 

Thank you in advance!

Need Help

10 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    8 years ago

    emmanmapada,

    Have you clicked the "Refresh Preview" button in Query Editor of Power BI ?

    Regards,
    Lydia

    • emmanmapada's avatar
      emmanmapada
      Frequent Visitor
      8 years ago

      Hi Lydia,

       

      Thanks for the help. I did, but it still shows the old fields.

      • Anonymous's avatar
        Anonymous
        Not applicable
        8 years ago

        emmanmapada,

        Are you able to view the new field when you connect to salesforce from other applications such as Excel? What is the type of this field?

        Regards,
        Lydia

  • pablobarra's avatar
    pablobarra
    Advocate I
    8 years ago

    Hi

     

    You can use a a couple of options:

     

    1) in Power BI go to Options\"Clear cache" and click the "Refresh Preview" button in Query Editor of Power BI. Select an early step, if you have a trasnformation like "Remove other columns" you have double click in the step and check the new fields to be included.

     

    2) With your Excel spreadsheet connected to Salesforce, if you can see the new fields in the preview table, you can copy the M code from you Excel Advanced editor to  the Advanced editor in Power BI

     

    Regards