- Subscribe to RSS Feed
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Salesforce Objects - New Fields
Our company recently had a Salesforce redesign and managed to lessen the number of fields on the Accounts objects. How do I display the new (and lesser) fields in Power BI if I load the entire Account object? I tried doing it and it still shows the old fields.
Thank you in advance!
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Hi
You can use a a couple of options:
1) in Power BI go to Options\"Clear cache" and click the "Refresh Preview" button in Query Editor of Power BI. Select an early step, if you have a trasnformation like "Remove other columns" you have double click in the step and check the new fields to be included.
2) With your Excel spreadsheet connected to Salesforce, if you can see the new fields in the preview table, you can copy the M code from you Excel Advanced editor to the Advanced editor in Power BI
Regards
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
@emmanmapada,
Have you clicked the "Refresh Preview" button in Query Editor of Power BI ?
Regards,
Lydia
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Hi Lydia,
Thanks for the help. I did, but it still shows the old fields.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
@emmanmapada,
Are you able to view the new field when you connect to salesforce from other applications such as Excel? What is the type of this field?
Regards,
Lydia
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
@v-yuezhe-msft Yes. I am able to view the fields when I export to Excel. The field types are a combination of drop-down and free text fields.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
@emmanmapada,
What is the specific option in Excel do you use? If you use Power Query option, could you please post the code in Advanced Editor of Power Query? And also please post the code in Advanced Editor of existing query in Power BI Desktop. Do mask sensitive data before uploading codes.
Regards,
Lydia
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
@emmanmapada,
I am not able to see the second screenshot.
Regards,
Lydia
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
@v-yuezhe-msft Hello. It's only one image. Left is Salesforce, beside it is Power BI.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
@emmanmapada,
Could you please post the code in Advanced Editor of Power Query?
Regards,
Lydia
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Helpful resources
Join us at the Microsoft Fabric Community Conference
March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount!
Power BI Monthly Update - January 2025
Check out the January 2025 Power BI update to learn about new features in Reporting, Modeling, and Data Connectivity.
Subject | Author | Posted | |
---|---|---|---|
Anonymous
| 01-16-2024 05:18 AM | ||
02-12-2024 05:43 AM | |||
Anonymous
| 02-22-2021 03:44 PM | ||
05-08-2024 05:50 AM | |||
10-30-2024 01:51 AM |
User | Count |
---|---|
18 | |
15 | |
13 | |
8 | |
8 |