Introduction

In this article we will delve deeper into Salesforce and Power BI integration, and will learn how to get 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

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   SalesforceDSN

   

2. Then simply select the Get 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 Report

   Required Parameters
   Metrics	Select the value from the dropdown
   Optional Parameters
   Record Type	keywords
   State Filter
   Campaign Type
   Segment
   Report Date (yyyyMMdd)

   SELECT * FROM get_report
   WITH
   (
       "RecordType" = 'keywords',
       "ReportDate" = 'today',
       "Metrics" = 'abcd-1234-metrics'
   )

   

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 report

SELECT * FROM get_report
WITH
(
    "RecordType" = 'keywords',
    "ReportDate" = 'today',
    "Metrics" = 'abcd-1234-metrics'
)

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

More integrations