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Hello,
I have a query which source is linked to a salesforce report (I don't have the credentials), and I would like to change its source to a local excel file on my local drive. However, when I try to change the source, the pop-up that I get only show the folowing options (is translated from spanish, so it may vary a little bit):
Is there a possibility to change this source directly to an excel file in my drive? The query has several steps and I have plenty of graphs in my reports, so would like to avoid creating a new query, replicating all the steps and then changing all the variables in my report graphs.
Thank you very much,
I was able to change the source by changing the advance editor, however, I have a problem in the following step.
This is the original text code I had:
Initial code:
Let
Source = Salesforce.Reports(),
#"00O1o000004gOEjEAM" = Source{[Name="00O1o000004gOEjEAM"]}[Data],
#"Expanded CV (converted)" = Table.ExpandRecordColumn(#"00O1o000004gOEjEAM", "CV (converted)", {"amount", "currency"}, {"CV (converted).amount", "CV (converted).currency"}),
#"Expanded Weighted CV (converted)" = Table.ExpandRecordColumn(#"Expanded CV (converted)", "Weighted CV (converted)", {"amount", "currency"}, {"Weighted CV (converted).amount", "Weighted CV (converted).currency"}),
#"Added Date.StartOfMonth" = Table.AddColumn(#"Expanded Weighted CV (converted)", "Date.StartOfMonth", each Date.StartOfMonth([Contract Sign Date])),
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