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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