Explore Geographical Relationships in Salesforce Marketing Data with Power Map

The CData ODBC Driver for Salesforce Marketing is easy to set up and use with self-service analytics solutions like Power BI: Microsoft Excel provides built-in support for the ODBC standard. This article shows how to load the current Salesforce Marketing data into Excel and start generating location-based insights on Salesforce Marketing data in Power Map.

Create an ODBC Data Source for Salesforce Marketing

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Authenticating to the Salesforce Marketing Cloud APIs

Set the User and Password to your login credentials, or to the credentials for a sandbox user if you are connecting to a sandbox account.

Connecting to the Salesforce Marketing Cloud APIs

By default, the data provider connects to production environments. Set UseSandbox to true to use a Salesforce Marketing Cloud sandbox account.

The default Instance is s7 of the Web Services API; however, if you use a different instance, you can set Instance.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Import Salesforce Marketing Data into Excel

You can import data into Power Map either from an Excel spreadsheet or from Power Pivot. For a step-by-step guide to use either method to import Salesforce Marketing data, see the "Using the ODBC Driver" section in the help documentation.

Geocode Salesforce Marketing Data

After importing the Salesforce Marketing data into an Excel spreadsheet or into PowerPivot, you can drag and drop Salesforce Marketing entities in Power Map. To open Power Map, click any cell in the spreadsheet and click Insert -> Map.

In the Choose Geography menu, Power Map detects the columns that have geographic information. In the Geography and Map Level menu in the Layer Pane, you can select the columns you want to work with. Power Map then plots the data. A dot represents a record that has this value. When you have selected the geographic columns you want, click Next.

Select Measures and Categories

You can then simply select columns: Measures and categories are automatically detected. The available chart types are Stacked Column, Clustered Column, Bubble, Heat Map, and Region.