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Power Query - Cannot see my Salesforce reports

I have successfully connected to salesforce but cannot see any of the reports which i have created, i do see reports from others. Not sure if the reports need to be saved in a perticular folder. Can someone please provide some insights here?

Power query Salesforce Connection 

1 ACCEPTED SOLUTION

Accepted Solutions

Hi @AshokThangavelu ,

You can use Salesforce Object connector in Power BI Desktop to pull all the rows from individual tables and recreate reports you’d like. The Salesforce Object connector doesn’t have the 2000 row limit.

 

In addition, if you still could not see your reports in Power BI, you can try to rename your report by adding "!!!!" in in front of naming string: "My_Report" -> "!!!!My_Report".

 

Refer: Can´t I see all my Salesforce reports in Get Data 

 

Best Regards,
Community Support Team _ Yingjie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

5 REPLIES 5

If you use Salesforce Reports connector,please note that there is a limitation with Salesforce reports as a source that limits the rows you can pull in per report to 2000. 

 

If you got the answer then please accept this as a solution 

 

So, what's the solution for it. How do i see my reports?

So, what's the solution for it. How do i see my reports?

Hi @AshokThangavelu ,

You can use Salesforce Object connector in Power BI Desktop to pull all the rows from individual tables and recreate reports you’d like. The Salesforce Object connector doesn’t have the 2000 row limit.

 

In addition, if you still could not see your reports in Power BI, you can try to rename your report by adding "!!!!" in in front of naming string: "My_Report" -> "!!!!My_Report".

 

Refer: Can´t I see all my Salesforce reports in Get Data 

 

Best Regards,
Community Support Team _ Yingjie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi @AshokThangavelu I know this reply is very late lol, but were you able to find a solution? I've used the Salesforce connector but I had some issues updating my data too. Maybe you can try to test your connection with a 3rd party connector. I've tried windsor.ai, supermetrics (which doesn't have PBI as a destination, so you first have to export to Google Sheets and then export to PBI) and funnel.io. I stayed with windsor because it is much cheaper so just to let you know other options. In case you wonder, to make the connection first search for the Salesforce connector in the data sources list:

 

 

After that, just grant access to your Salesforce account using your credentials, then on preview and destination page you will see a preview of your Salesforce fields:

 

 

There just select the fields you need. It is also compatible with custom fields and custom objects, so you'll be able to export them through windsor.  Finally, just select PBI as your data destination and finally just copy and paste the url on PBI --> Get Data --> Web --> Paste the url. 

 

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