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common763
Helper III
Helper III

Salesforce to Power BI Data Inquiry-Dont want all rows from table.

I have a report that we are trying to develop.  Created a connection from Salesforce to Power BI using Azure Data Lake Storage Gen 2.  I normally dont deal with data this large as there are about 2 million rows on the Salesforce end.  When I do my transformation I choose to filter by last 365 days to narrow it down in Power Query.  Is this the right thing to do?  I think it still preloaded all 2 million of those rows from Salesforce and then filtered it.  This is what I need...

 

The ability to query the Salesforce data before loading all those unneeded entries from the Salesforce data lake.  Can someone explain how to do this in Power Query?  

1 ACCEPTED SOLUTION
AmiraBedh
Super User
Super User

Instead of loading all the data into Power BI, you can use Salesforce Object Query Language (SOQL) to filter the data at the source. 

You can also use params in your query :

SELECT * FROM YourObject WHERE CreatedDate >= @StartDate AND CreatedDate <= @EndDate

 

 

If you are using ADLS Gen 2, ensure that the data ingestion process to ADLS filters data before storing it.

You can use ADF or any other ETL tools to filter the data before it lands in ADLS.


Proud to be a Power BI Super User !

Microsoft Community : https://docs.microsoft.com/en-us/users/AmiraBedhiafi
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StackOverflow : https://stackoverflow.com/users/9517769/amira-bedhiafi
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Power BI Community :https://community.powerbi.com/t5/user/viewprofilepage/user-id/332696

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1 REPLY 1
AmiraBedh
Super User
Super User

Instead of loading all the data into Power BI, you can use Salesforce Object Query Language (SOQL) to filter the data at the source. 

You can also use params in your query :

SELECT * FROM YourObject WHERE CreatedDate >= @StartDate AND CreatedDate <= @EndDate

 

 

If you are using ADLS Gen 2, ensure that the data ingestion process to ADLS filters data before storing it.

You can use ADF or any other ETL tools to filter the data before it lands in ADLS.


Proud to be a Power BI Super User !

Microsoft Community : https://docs.microsoft.com/en-us/users/AmiraBedhiafi
Linkedin : https://www.linkedin.com/in/amira-bedhiafi/
StackOverflow : https://stackoverflow.com/users/9517769/amira-bedhiafi
C-Sharp Corner : https://www.c-sharpcorner.com/members/amira-bedhiafi
Power BI Community :https://community.powerbi.com/t5/user/viewprofilepage/user-id/332696

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