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pankajdhote Frequent Visitor
Frequent Visitor

What is the best practices to use salesforce in power bi and create reports

Hey Guys,

 

I am going to create reports in power bi using salesforce data.

However I am not sure which approach is better to get data from salesforce.

We can get data directly through connector in power bi or else we can use salesforce api and store data in database and then import in power bi.

Please help me to figure out which is best approach to follow.

 

Will it hamper performance if i am going to get data directly to power bi using connect

 

3 REPLIES 3
asid72 Frequent Visitor
Frequent Visitor

Re: What is the best practices to use salesforce in power bi and create reports

Depends on the level of integration you are planning to do. If you are just using Power BI to connect to Salesforce, then Salesforce connector should all you need. If you are planning to integrate other applications or other reporting tools, then having the data in a database would be better in my opinion. 

pankajdhote Frequent Visitor
Frequent Visitor

Re: What is the best practices to use salesforce in power bi and create reports

Hey,

 

Thanks for your response.

I am going to use power BI as reporting tool only and two sources of data that is salesforce and zendesk.

 

If I am going to use salesforce connector to get data then my question is,

1) Would it affect performance of power BI desktop or report?

 

Highlighted
asid72 Frequent Visitor
Frequent Visitor

Re: What is the best practices to use salesforce in power bi and create reports

That Depends. The only issues I have seen for performance is in refreshing datasets. That varies depending on the size of table that you are using.

 

For example if you are loading a table with more than 20 columns(fields) and have over 20 million records. Then, expect the memory size of your Power BI report to be quite large. This would affect the data refresh time.

 

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