How to Connect Salesforce to Power BI

To get started with how to connect Salesforce to Power BI, follow the steps below.

Step 1 : Click on “Get Data” in Power BI Desktop and Go to Online Services

You can now select Salesforce Reports or Objects from the list.

Step 2 : Select Salesforce Object and Click on Connect

Step 3: It will show the URL Selection,You can Connect production or Custom,Select Production and
Click OK.

Step 4: It will ask for access to the Salesforce, Click on the Sign in.

Enter credentials and click login

Step 5: After login you can see list of objects from Salesforce and select required Object to load.

Sample PowerBI Report:

Step 1:

Loaded Project Object in to the PowerBI:

Step 2:

Drag and drop the Clustered Column chart on the Visual page:

Step 3: Drop ID from Project object to the Values field on Visualizations tools.

Step 4: Add Date Field into the Axis and Format the chart in visual format.

Step 5: Drop slicer from visuals and add Year field on that

Now You can see the Number of projects started by Month in filtered Year.

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Drop us a message info@innovalleyworks.com , we will coordinate to implement the feature in your org.

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