Importing tables via Salesforce Objects - the dataset is uncomfortably large (30mb)

[AliceW]

Hello everyone,

I was wondering if there's a better way in me getting data from Salesforce using Salesforce Objects.

What I do:

1 - I connect to the table I want (say, 'Opportunities'), while selecting the checkbox 'relationships');

2 - I now get all the rows the company has since the dawn of time; I filter out the ones older than three years;

3 - I delete the columns I don't need;

4 - I expand the columns representing connected tables (hence the checkbox 'relationships', such as 'Accounts'; I only extract the columns I need;

5 - I load the query;

6 - I then create the various calculated columns and measures I need in DAX.

What was better in SQL:

When I connected to the datase:

1 - used the query to only get the rows and columns I needed.

Some thoughts:

Maybe, instead of checking the 'relationship' box, I bring all the tables separately, and then merge the queries?

Thank you!

Alice

[ReportMaster]

Hi, As a workaround, maybe you can try to test your connection with a 3rd party connector. I currently use windsor.ai's SF connector and I can fiter my data by date or fields before exporting to PBI. 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-xuding-msft · Accepted solution]

Hi @AliceW ,

If you could connect to SQL server database directly, you could write the statement to get the specific columns and rows.

Get data > SQL Server database

If you have to import the tables from Salesforce Objects, you might need to import and transform them in the Query Editor like you said.

Best Regards,

Xue Ding

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