Create Power BI Reports on Real-Time Salesforce Data

With built-in support for ODBC on Microsoft Windows, the CData ODBC Drivers provide self-service integration with self-service analytics tools such as Microsoft Power BI. The CData ODBC Driver for Salesforce links your Power BI reports to operational Salesforce data. You can monitor Salesforce data through dashboards and ensure that your analysis reflects Salesforce data in real time by scheduling refreshes or refreshing on demand. This article details how to use the ODBC driver to create real-time visualizations of Salesforce data in Microsoft Power BI Desktop and then upload to Power BI.

The CData ODBC Drivers offer unmatched performance for interacting with live Salesforce data in Power BI due to optimized data processing built into the driver. When you issue complex SQL queries from Power BI to Salesforce, the driver pushes supported SQL operations, like filters and aggregations, directly to Salesforce 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 using native Power BI data types.

Getting Started

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Connect to Salesforce as an ODBC Data Source

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.

There are several authentication methods available for connecting to Salesforce: Login, OAuth, and SSO. The Login method requires you to have the username, password, and security token of the user.

If you do not have access to the username and password or do not wish to require them, you can use OAuth authentication.

SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and TokenUrl connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the help documentation for more information.

Create Data Visualizations

After creating an ODBC DSN, follow the steps below to connect to the Salesforce ODBC DSN from Power BI Desktop:

1. Open Power BI Desktop and click Get Data -> More... to open the Get Data window.
2. In the Get Data window select Other -> ODBC to open the next window.
3. Select the DSN in the menu. If you know the SQL query you want to use to import data, you can expand the Advanced options node and enter the query in the SQL Statement box. Otherwise, click OK to continue.
4. Choose Default or Custom as the authentication option and click Connect.
5. Select tables in the Navigator dialog.

6. Click Transform Data to edit the query. The table you imported is displayed in the Power Query Editor. In the Power Query Editor, you can enrich your local copy of Salesforce data with other data sources, pivot Salesforce columns, and more. Power BI detects each column's data type from the Salesforce metadata retrieved by the driver.

   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. When you click Close and Apply, Power BI executes the data retrieval query.

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

Create Data Visualizations

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 (Salesforce shown):

1. Select the pie chart icon in the Visualizations pane.
2. Select a dimension in the Fields pane: for example, Name.
3. Select a measure in the Fields pane: for example, Annual Revenue.

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.

Free Trial & More Information

If you are interested in connecting to your Salesforce data from Microsoft Power BI, or any applications that support ODBC connectivity, download a free, 30-day trial of the CData ODBC Driver for Salesforce. As always, our world-class support team is ready to answer any questions you may have.