Connect Microsoft Power BI Desktop to Salesforce

You can visualize and load Salesforce data into Microsoft Power BI Desktop for further analysis.

Prerequisites

  • Download and install Microsoft Power BI Desktop.
  • Download and install Devart ODBC Driver for Salesforce.
  • Create a DSN for Windows/macOS/Linux.

Load data

1. Click Get data from other sources.

Get data from other sources

2. Select Other > ODBC, then click Connect.

Select ODBC

3. Under Data Source Name (DSN), select your DSN.

Optional: In Advanced options, specify additional connection string parameters, enter a SQL query to filter or limit the data, and choose the types of row-filtering operations the data source can handle natively.

4. Click OK.

DSN for Devart ODBC Driver

If the ODBC DSN you’re connecting to doesn’t have saved credentials, you’ll be prompted to enter your credentials. After entering the required information, click Connect to continue.

Enter the credentials

If the connection is successful, the Navigator displays a list of available tables.

The list of tables

5. Optional: To view a table’s data, select the table you want from the list.

Get data

6. Select the tables you want to import, then click Load.

Load data

7. Optional: To view the imported data, switch to the Table view.

Table view

The data will be displayed in a table.

View the data