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WESTi's avatar
WESTi
Icon for Helper I rankHelper I
10 years ago

Summarizing a SalesForce report with 252,000 rows so that I can report a summary table in PowerBi

I want to create report that effectively says "you have this many customers at this stage and so many at this stage"...   We achieve this using a matrix report in Salesforce which reports on the cu...
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elsalvador182's avatar
elsalvador182
Icon for Advocate IV rankAdvocate IV
10 years ago

If you are pulling a "Salesforce Report" you are limited to 2000 rows....soo if your report is 2000+ then you will not pull all the rows...however, you can pull a "salesforce object" and pull any amount of rows but the disadvantage is you have to basically build that report within power bi after you pull the data...

 

keep in mind enterprise gateway will not pull salesforce objects, what I do is use a custom salesforce app using SOQL to export and dump object csv on a server and i pull these with Power Bi.

  • WESTi's avatar
    WESTi
    Icon for Helper I rankHelper I
    10 years ago

    Thanks for your response elsalvador182

     

    My report on SalesForce uses a dataset of 252,000 rows but presents a summarized report of only like 6 rows. When I pull this report via PowerBi Online it will present the dataset as though the report was run on SalesForce (in a summarized view of 6 rows) which is exactly what I want. The issue with using the online connector is that I cannot merge this SalesForce data with data from our other datasources (using PowerBi Online).

     

    When I do the exact same connection using the Desktop app, it instead returns the entire 252,000 row data set instead of the 6 rows. Was wondering if there was a way to get it to show the summarized dataset?

     

    Also, I wasn't aware the enterprise gateway will not pull SalesForce objects. That is very good to know as.

     

    Cheers!