Point to Point build Master Data from Source direct connection

[icassiem]

Good day,

i have to build a dashboard directly from sources (slaesforce, netsuite...) to PowerBI with modelling occuring in PBI.

I'm starting with SalesForce, how would i build a Master Dim (Customer) based off the combined source trx input?

How could a build descpencies when no customer match accross other sources etc?

Does anyone have examples of the solution im trying to build please, where multiple direct transactional sources will define the master datasets?

Please Help

Thank You

[lbendlin · Accepted solution]

Salesforce is case sensitive, Power BI is not.  You need to identify and include the Case Safe IDs  in your Salesforce objects before you can use them directly for data modeling. There is a way to compute Case Safe IDs in Power Query, but (obviously) not in Power BI DAX.

[icassiem]

thank you @lbendlin i will use the salesforce key field to build the master source

[icassiem]

Thank You for assisting,

Are the field "Case Safe IDs" available from the SalesForce Object API connector?

With this field could be my dim key for master code?

I am only starting next week, do you have links and examples to follow please

Thank you

[lbendlin]

That depends on your company's configuration of the permissions for the object attributes. Talk to your SFDC admin.