How to Create Power BI Visual Reports with Real-Time Salesforce Data Cloud Data

CData Power BI Connectors provide self-service integration with Microsoft Power BI. The CData Power BI Connector for Salesforce Data Cloud links your Power BI reports to real-time Salesforce Data Cloud data. You can monitor Salesforce Data Cloud data through dashboards and ensure that your analysis reflects Salesforce Data Cloud data in real time by scheduling refreshes or refreshing on demand. This article details how to use the Power BI Connector to create real-time visualizations of Salesforce Data Cloud data in Microsoft Power BI Desktop.

If you are interested in publishing reports on Salesforce Data Cloud data to PowerBI.com, refer to our other Knowledge Base article.

Collaborative Query Processing

The CData Power BI Connectors offer unmatched performance for interacting with live Salesforce Data Cloud data in Power BI due to optimized data processing built into the connector. When you issue complex SQL queries from Power BI to Salesforce Data Cloud, the connector pushes supported SQL operations, like filters and aggregations, directly to Salesforce Data Cloud and utilizes the embedded SQL Engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Salesforce Data Cloud data using native Power BI data types.

Connect to Salesforce Data Cloud as a Power BI Data Source

Installing the Power BI Connector creates a DSN (data source name) called CData Power BI Salesforce Data Cloud. This the name of the DSN that Power BI uses to request a connection to the data source. Configure the DSN by filling in the required connection properties.

You can use the Microsoft ODBC Data Source Administrator to create and configure the DSN: From the Start menu, enter "ODBC Data Sources" and select the CData PowerBI REST DSN. Ensure that you run the version of the ODBC Administrator that corresponds to the bitness of your Power BI Desktop installation (32-bit or 64-bit). You can also use run the ConfigureODBC.exe tool located in the installation folder for the connector.

Salesforce Data Cloud supports authentication via the OAuth standard.

OAuth

Set AuthScheme to OAuth.

Desktop Applications

CData provides an embedded OAuth application that simplifies authentication at the desktop.

You can also authenticate from the desktop via a custom OAuth application, which you configure and register at the Salesforce Data Cloud console. For further information, see Creating a Custom OAuth App in the Help documentation.

Before you connect, set these properties:

• InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• OAuthClientId (custom applications only): The Client ID assigned when you registered your custom OAuth application.
• OAuthClientSecret (custom applications only): The Client Secret assigned when you registered your custom OAuth application.

When you connect, the driver opens Salesforce Data Cloud's OAuth endpoint in your default browser. Log in and grant permissions to the application.

The driver then completes the OAuth process as follows:

• Extracts the access token from the callback URL.
• Obtains a new access token when the old one expires.
• Saves OAuth values in OAuthSettingsLocation so that they persist across connections.

For other OAuth methods, including Web Applications and Headless Machines, refer to the Help documentation.

How to Query Salesforce Data Cloud Tables

Follow the steps below to build a query to pull Salesforce Data Cloud data into the report:

1. Open Power BI Desktop and click Get Data -> Other -> CData SalesforceDataCloud.
2. Select CData PowerBI Salesforce Data Cloud in the Data Source Name menu and select a data connectivity mode:
   Select Import if you want to import a copy of the data into your project. You can refresh this data on demand.
   Select DirectQuery if you want to work with the remote data.
3. Select tables in the Navigator dialog.

4. In the Query Editor, you can customize your dataset by filtering, sorting, and summarizing Salesforce Data Cloud columns. Click Edit to open the query editor. Right-click a row to filter the rows. Right-click a column header to perform actions like the following:

   • Change column data types
   • Remove a column
   • Group by columns

   Power BI detects each column's data type from the Salesforce Data Cloud metadata retrieved by the connector.

   Power BI records your modifications to the query in the Applied Steps section, adjusting the underlying data retrieval query that is executed to the remote Salesforce Data Cloud data. When you click Close and Apply, Power BI executes the data retrieval query.

   Otherwise, click Load to pull the data into Power BI.

How to Create Data Visualizations in Power BI

After pulling the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Follow the steps below to create a pie chart:

1. Select the pie chart icon in the Visualizations pane.
2. Select a dimension in the Fields pane: for example, [Account ID].
3. Select a measure in the Fields pane: for example, [Account Name].


You can change sort options by clicking the ellipsis (...) button for the chart. Options to select the sort column and change the sort order are displayed.

You can use both highlighting and filtering to focus on data. Filtering removes unfocused data from visualizations; highlighting dims unfocused data. You can highlight fields by clicking them:



You can apply filters at the page level, at the report level, or to a single visualization by dragging fields onto the Filters pane. To filter on the field's value, select one of the values that are displayed in the Filters pane.



Click Refresh to synchronize your report with any changes to the data.

At this point, you will have a Power BI report built on top of live Salesforce Data Cloud data. Learn more about the CData Power BI Connectors for Salesforce Data Cloud and download a free trial from the CData Power BI Connector for Salesforce Data Cloud page. Let our Support Team know if you have any questions.