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Hi,
I'd like to create a URL field in Salesforce that would take the user to a PowerBI report and automatically filter the report page by the ID of the object.
For example, I want to create the URL field in Salesforce on the Account page. When they click that link, it would take the user to a PowerBI report and automatically filter the report page by the account ID from the link they clicked in Salesforce.
Does anyone know if this, or anything like it is possible to do?
Thank you.
Solved! Go to Solution.
Hi @bknecht2,
Thanks for the reminder, I did not notice the question the first time 🙂
You can certainly use URL filters in Power BI, please have a look at the documentation:
https://docs.microsoft.com/en-us/power-bi/collaborate-share/service-url-filters.
If you have any specific questions after, please let us know!
Is there another way to do this if we do not have PowerBI service. We just want to URL to point to the on premise PowerBI Report page URL and pass the unique identifier from the record to open up filter on the report.
I was able to get it to work using a field formula in salesforce using this HYPERLINK ("https://urlToPowerBIserver " & Entity_Key__c ,"test")
Bump. Anyone have any ideas?
Hi @bknecht2,
Thanks for the reminder, I did not notice the question the first time 🙂
You can certainly use URL filters in Power BI, please have a look at the documentation:
https://docs.microsoft.com/en-us/power-bi/collaborate-share/service-url-filters.
If you have any specific questions after, please let us know!
This is exactly what I was trying to do, thank you! Haven't tried it out yet but this definitely what I was looking for, much appreciated.
Did this work for you? I am trying to embed a Power BI report into Salesforce mobile app and I have to use a URL filter. I have not figured out how to get the Power BI report to filter by the Account the user was viewing in Salesforce after they clicked the link I created.