Forum Discussion
Salesforce and Power BI
Hi all, I would like to use Salesforce to create live report in Power BI Service. I already started with 3 reports but before going any further I would like to have some advice/insights on one t...
To get around these limitations. I used a PBI desktop file, you can connect directly to the SF objects, including inheretence of relationships. This gets you around the 2000 record limit, and allows you to build data relationships with data outside of your SF platform. It also allows report building, metric definition and custom columns without having to offer a sacrificial lamb to your SF dev/admin team!
Be careful with your filters and column selection in the query though, as it can be a BEAST to refresh.