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I am new to Power BI. Looking to create a pipeline snapshot report in Desktop by connecting to Salesforce.com For e.g. a bar chart - count of Open opportunities beginning of each month. What's the best way to accomplish?
Thank you!
Solved! Go to Solution.
Hi @mnamas,
Based on my test, you can use the Salesforce Reports connector in Power BI desktop and retrieve the related data to create your charts in Power BI Desktop.
1.Log in the Salesforce Reports and retrieve data.
2.Choose the data you want to retrieve.
3.Now you can create the related visual.
Regards,
Daniel He
Hi @mnamas,
could you please tell me if your problem has been solved? If it is, could you please mark the helpful replies as Answered?
Regards,
Daniel He
Hi @mnamas,
Based on my test, you can use the Salesforce Reports connector in Power BI desktop and retrieve the related data to create your charts in Power BI Desktop.
1.Log in the Salesforce Reports and retrieve data.
2.Choose the data you want to retrieve.
3.Now you can create the related visual.
Regards,
Daniel He
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