Forum Discussion
Salesforce and large query
jdballard30,
Using the built-in salesforce connector, it is only possible to filter data after importing the whole table in Power BI Desktop. There is a similar idea about adding salesforce query in Power BI , please vote it up.
In your scenario, you can check the following options to work around this issue.
1. You can contact Salesforce support to check if it is possible to add filter in Salesforce Rest API. You can use Web connector in Power BI Desktop to connect to the API with filtered data.
2. Create a specific report in Salesforce and connect to the Salesforce report in Power BI.
Regards,
Lydia
jdballard30,
Using the built-in salesforce connector, it is only possible to filter data after importing the whole table in Power BI Desktop. There is a similar idea about adding salesforce query in Power BI , please vote it up.
In your scenario, you can check the following options to work around this issue.
1. You can contact Salesforce support to check if it is possible to add filter in Salesforce Rest API. You can use Web connector in Power BI Desktop to connect to the API with filtered data.
2. Create a specific report in Salesforce and connect to the Salesforce report in Power BI.
Regards,
Lydia
Thanks, Lydia. I had gone ahead with the report idea. I'd considered using the web connector, but I thought I recalled reading somewhere that web connectors couldn't use a scheduled refresh. I'm not sure if that was for a prior version, and it's now possible, but being able to set up a scheduled refresh is required in this case.
jdballard30,
It is possible to set schedule refresh in this case.
Regards,
Lydia
