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mnamas
New Member

Salesforce Pipeline Snapshot

 

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!

1 ACCEPTED SOLUTION
v-danhe-msft
Employee
Employee

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.

1.PNG

2.Choose the data you want to retrieve.

2.PNG

 

3.Now you can create the related visual.

3.PNG

Regards,

Daniel He

Community Support Team _ Daniel He
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
v-danhe-msft
Employee
Employee

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

Community Support Team _ Daniel He
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
v-danhe-msft
Employee
Employee

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.

1.PNG

2.Choose the data you want to retrieve.

2.PNG

 

3.Now you can create the related visual.

3.PNG

Regards,

Daniel He

Community Support Team _ Daniel He
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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