cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
cdabreu
New Member

Joining Salesforce Data to Excel Sheet Data

Hi everyone!  I am looking to see if PowerBI supports joining two unrelated data tables into one project. I want to pull in data from a Salesforce sandbox, as well as an excel sheet. I then want to join this data into one table.

 

I was able to do this with Tableau, so I'm hoping PowerBI has a way!

5 REPLIES 5
lbendlin
Super User III
Super User III

It really depends on the complexity of your instance (how many objects would it take to recreate the report type, what is the size of the objects) and the number of rows you are expecting to get back from the report (there is an artificial 2000 row limit on all SFDC reports accessed via the API).

 

Personally  I prefer objects as they don't have a row limit and the connector now supports some mild query folding (ie it is producing custom SOQL for some of the transforms).

lbendlin
Super User III
Super User III

Sure. Are you using the Salesforce Objects or the Salesforce Reports connector?

I am currently using the Salesforce Reports connector because I have several objects I am trying to work with. But let me know if using objects is a better solution! I'm pretty new to PowerBI, so I'm sure there's more for me to learn. Thank you for your time!

lbendlin
Super User III
Super User III

Yes, that is possible. Be aware that Salesforce is case sensitive whereas Power BI (DAX) is not. Use CaseSafeID for the linkage if possible.

Hi! Can you please explain how to do this? I am not seeing an option to add another data source once Salesforce is linked. Thank you!

Helpful resources

Announcements
PBI_User Group Leader_768x460.jpg

Manage your user group events

Check out the News & Announcements to learn more.

MBAS on Demand

2021 Release Wave 2 Plan

Power Platform release plan for the 2021 release wave 2 describes all new features releasing from October 2021 through March 2022.

Get Ready for Power BI Dev Camp

Microsoft named a Leader in The Forrester Wave

Microsoft received the highest score of any vendor in both the strategy and current offering categories.

R2 (Green) 768 x 460px.png

Microsoft Dynamics 365 & Power Platform User Professionals

DynamicsCon is a FREE, 4 half-day virtual learning experience for 11,000+ Microsoft Business Application users and professionals.

Top Solution Authors
Top Kudoed Authors