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gra_wang
Helper I
Helper I

Error when processing the data in the dataset (salesforce objects)

Seems like every time a column in a salesforce object gets removed or somehow altered, I get this error when attempting a scheduled refresh.

 

Here is an example:

Capture.JPG

The column that was removed from the object was something I don't even use in the data model and yet I have to go and edit the query every time this happens. Is there a way to disregard these changes to salesforce objects and just have scheduled refreshes continue as normal? I can understand if the missing column is used in my data model, but this issue makes scheduled refreshes unreliable.

1 ACCEPTED SOLUTION
pablobarra
Advocate I
Advocate I

Hi @gra_wang

 

You need to remove the steps that are "removing" columns.

 

First get all data as you are doing now, and in an early step you can select the columns you want to use in your report and apply a step that is "Remove other columns". If you need you can edit the step with double click and add columns.

 

The query (M code) will be like this:

_______________

let
Source = Salesforce.Data(),
Account = Source{[Name="Account"]}[Data],
#"Removed Other Columns" = Table.SelectColumns(Account,{"Id", "Name"}),
#"Filtered Rows" = Table.SelectRows(#"Removed Other Columns", each ([Id] = "0010O00001mY123QAC"))
in
#"Filtered Rows"

__________________

 

 

Pablo

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2 REPLIES 2
ReportRanger
Helper III
Helper III

Hi @gra_wang were you able to find a solution_ As a workaround, maybe you can try to test your connection with a 3rd party connector, which pulls data from SF objects and lets you pre-filter the data on the tool UI. It can you save a lot of time when moving the data on Power BI as you won't have to struggle with Power query to remove certain fields. I've tried windsor.ai, supermetrics and funnel.io. I stayed with windsor because it is much cheaper so just to let you know other options. In case you wonder, to make the connection first search for the Salesforce connector in the data sources list:

 

SALESFORCE-1.png

 

After that, just grant access to your Salesforce account using your credentials, then on preview and destination page you will see a preview of your Salesforce fields:

 

SALESFORCE-2.png

 

There just select the fields you need. It is also compatible with custom fields and custom objects, so you'll be able to export them through windsor.  Finally, just select PBI as your data destination and finally just copy and paste the url on PBI --> Get Data --> Web --> Paste the url. 

 

SELECT_DESTINATION_NEW.png

pablobarra
Advocate I
Advocate I

Hi @gra_wang

 

You need to remove the steps that are "removing" columns.

 

First get all data as you are doing now, and in an early step you can select the columns you want to use in your report and apply a step that is "Remove other columns". If you need you can edit the step with double click and add columns.

 

The query (M code) will be like this:

_______________

let
Source = Salesforce.Data(),
Account = Source{[Name="Account"]}[Data],
#"Removed Other Columns" = Table.SelectColumns(Account,{"Id", "Name"}),
#"Filtered Rows" = Table.SelectRows(#"Removed Other Columns", each ([Id] = "0010O00001mY123QAC"))
in
#"Filtered Rows"

__________________

 

 

Pablo

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