Introduction

In this article we will delve deeper into Salesforce and Power BI integration, and will learn how to get beta report. We are continuing from where we left off. By this time, you must have installed ODBC PowerPack, created ODBC Data Source, and configured authentication settings in your Salesforce account .

So, let's not waste time and begin.

Use Query Builder to generate SQL query

1. The first thing you have to do is open Query Builder:

   

   ZappySys API Driver - Salesforce

   Amazon Ads Connector can be used to get Amazon advertisements using Amazon Advertisements API, download various advertisement-related reports.

   SalesforceDSN

   

2. Then simply select the Get Beta Report endpoint (action).

3. Continue by configuring the Required parameters. You can also set optional parameters too.

4. Move on by hitting Preview Data button to preview the results.

5. If you see the results you need, simply copy the generated query:

   Get Beta Report

   Optional Parameters
   Report Name	Test Name
   Report Type	spCampaigns
   Time Unit	SUMMARY
   Group By	campaign
   Group By	targeting
   Group By	searchTerm
   Group By	advertiser
   Group By	asin
   Report Start Date (yyyy-MM-dd) Maximum date range: 31 days
   Report End Date (yyyy-MM-dd) Maximum date range: 31 days
   Report Start Date (yyyy-MM-dd) Maximum date range: 731 days
   Report End Date (yyyy-MM-dd) Maximum date range: 731 days
   Metrics	clicks
   Metrics	clicks
   Metrics	clicks
   Metrics	clicks
   Metrics	clicks
   Metrics	clicks

   SELECT * FROM get_beta_report
   WITH
   (
       "ReportName" = 'Test Name',
       "ReportType" = 'spCampaigns',
       "StartDatePurchasedProductReportTypeGroupByAsin" = 'today-30d',
       "EndDatePurchasedProductReportTypeGroupByAsin" = 'today',
       "StartDatePurchasedProductReportTypeGroupByPurchasedAsin" = 'today-365d',
       "EndDatePurchasedProductReportTypeGroupByPurchasedAsin" = 'today'
   )

   

6. That's it! You can use this query in Power BI.

Let's not stop here and explore SQL query examples, including how to use them in Stored Procedures and Views (virtual tables) in the next steps.

SQL query examples

Use these SQL queries in your Power BI data source:

How to Get beta report

SELECT * FROM get_beta_report
WITH
(
    "ReportName" = 'Test Name',
    "ReportType" = 'spCampaigns',
    "StartDatePurchasedProductReportTypeGroupByAsin" = 'today-30d',
    "EndDatePurchasedProductReportTypeGroupByAsin" = 'today',
    "StartDatePurchasedProductReportTypeGroupByPurchasedAsin" = 'today-365d',
    "EndDatePurchasedProductReportTypeGroupByPurchasedAsin" = 'today'
)

Get Beta Report in Power BI

1. Once you open Power BI Desktop click Get Data to get data from ODBC:

   

2. A window opens, and then search for "odbc" to get data from ODBC data source:

   

3. Another window opens and asks to select a Data Source we already created. Choose SalesforceDSN and continue:

   SalesforceDSN

   

4. Most likely, you will be asked to authenticate to a newly created DSN. Just select Windows authentication option together with Use my current credentials option:

   SalesforceDSN

   

5. Finally, you will be asked to select a table or view to get data from. Select one and load the data!

   

6. Finally, finally, use extracted data from Salesforce in a Power BI report:

   

More actions supported by Salesforce Connector

Learn how to perform other actions directly in Power BI with these how-to guides:

• Get Profiles
• Get Report
• Test Connection
• Make Generic API Request
• Make Generic API Request (Bulk Write)

More integrations