SalesForce - Connecting Data Tables on Power BI export

[Anonymous]

Hello all,

I am using Power BI to pull from "SalesForce Objects" folder when I "Get Data". The issue I am having is I want to pull two items "Account" and "Transaction", but there doesn't appear to be a field I can use to build a "Relationship". In other words, how would I map any Transaction to a particular Account without a field that matches both tables?

For the short term, I know I can build a report that provides the data to give a breakdown of transactions that are linked to an account, but if we ever scale to doing over 2k transactions, then that report will not help in the long run. 

Any help would be appreciated. Thank you in advance!

Sincerely,

Vj

[v-yuezhe-msft]

@Anonymous,

Please create a new table using DAX below. If the DAX doesn't help, please share sample data of your tables and post expected result here.

Table = CROSSJOIN(SELECTCOLUMNS(Account,"Name",Account[Account]),SELECTCOLUMNS(Transactions,"Trans",Transactions[Transaction]))

Regards,

Lydia

[Anonymous · Accepted solution]

Lydia,

Thank you so much for the response. This was actually an issue from the SalesForce side so I am sorry I posted this question here. I was able to resolve connecting data tables by locating the data table that links Account to Transactions; this is the Opportunity table. I can now connect any transaction to a client account using this table! 

Thank you for helping and I hope you enjoy the holidays!

Sincerely,

Veejay