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How to Connect Salesforce to Power BI

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

Salesforce to Power BI

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

Step 2 : Select Salesforce Object and Click on Connect

Salesforce to Power BI

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

Salesforce to Power BI

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

Salesforce to Power BI

Enter credentials and click login

Salesforce to Power BI

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

Salesforce to Power BI

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:

Salesforce to Power BI

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

Salesforce to Power BI

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

Salesforce to Power BI

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

Salesforce to Power BI

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

Salesforce to Power BI