Forum Discussion

Aroth's avatar
Aroth
Advocate II
8 years ago

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...
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twalsh0625's avatar
twalsh0625
Advocate I
8 years ago

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.

  • Aroth's avatar
    Aroth
    Advocate II
    8 years ago

    Thank you both for your feedbacks. 

     

    I think that the best way will be to use PBI Desktop and refresh manually in desktop, then load online. But if it's to hard to refresh I will even go through an excel file. It won't use salesforce's connectivty but I'll avoid a lot of restrictions ...