[HELP] Incremental Load Power BI

[plammos]

Hello everyone,

I have a Power BI report connected with SalesForce Data, but SalesForce only have a transactional view and i need Historical Data

Is there any way that i can use Power BI for Data Storage, adding new rows and not modify the existent ones?

For exemple: 

If i modify an object in SalesForce, it only change the existing row and loses the previous data, i need this:

Object      Status        Volume      Date

  X         Negociation     500       01/02/2019

If i change the Status to Closed for exemple, that's the view i need:

Object      Status      Volume      Date

X         Negociation     500        01/02/2019

X         Closed              500       16/10/2019

I appreciate the help

[ReportMaster]

Hi @plammos were you able to find a solution? As a workaround, maybe you can try to test your connection with a 3rd party connector. I can pull historical data from SF and just add new rows automatically every day, without my previous rows getting deleted. 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:

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:

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. 

[v-xicai · Accepted solution]

Hi @plammos ,

Your demand is a good idea, while it is not supported to implement in Power BI currently. You can post your new idea in Idea Forum , to improve the Power BI.

It is a place for customers provide feedback about Microsoft Office products . What’s more, if a feedback is high voted there by other customers, it will be promising that Microsoft Product Team will take it into consideration when designing the next version in the future.

Best Regards,

Amy

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[plammos]

i export the table to CSV using Python in Power Query, so every refresh it Export a CSV to a Folder

Than i can Use the CSV, Append to the Actual View SalesForce and again export to a CSV, this should do the work

But my problem now is that i can't save the CSV on a local Folder, i must save in Sharepoint and i couldn't do that yet

If anyone has a solution for this or another method please tell me,

Thanks