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Salesforce in Power BI

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Here we're going to cover using your Salesforce data with Power BI. The first thing to do is select Get Data. This will bring up a list of all the data sources you can connect to. Selecting Salesforce from this list will bring up a description of the metrics and insights you'll get when you connect to your Salesforce account to Power BI. Hitting connect, you'll be prompted for credentials. After entering your credentials, select allow to complete the auth flow. Now you'll land on the configuration page. You can choose between dashboards or reports. Starting with dashboards, you can see that there are different personas that you can select. Demo on the right updates to give you a hint of what the dashboard will be for that persona. We'll select Sales Manager and choose connect. Power BI is going to populate the Salesforce sales manager data model, reports, and dashboards, as you can see in the navigation pane. Selecting the Sales Manager dashboard, you can see all of the tiles loading. As the loading completes, the tiles will start to populate with data. By default, these are the set of insights provided by the dashboard. Each tile shows a chart or a metric from your Salesforce account. You can actually select one of the tiles to drill in to the underlying report. These reports are interactive, so you can select one and have it filter the other visuals on the same page. You can see here that there is five pages to the report, and you can navigate between the pages. If you see a visual you'd like to add to a report, You can select the visual to bring out the pin icon. Pinning the visual will add it to your dashboard. You can also ask a question about your data. For example, show the number of opportunities by user. You can see that the question was processed, and the correct results return in the form of a bar chart. You can also pin these questions to your dashboard. Now, you can continue to customize your dashboard with new questions or charts as you build them. As you saw in the beginning, you can also bring in your custom Salesforce reports. Returning to the get data screen, and selecting the Salesforce option, connecting again will bring you to the configuration page. Here we can choose reports, and select one or more of our custom Salesforce reports we want to import into Power BI. Hitting Connect will create a new data set for the Salesforce reports. You can see here that it was also added to our dashboard. Drilling into this tile or exploring the report will create an empty canvas where we can create our own visuals. For example, I can select stage, and it will automatically create a column chart, and again, I can pin right from this canvas. So you can save the reports so that you can always get back to it, and I'll call it Salesforce reports, and return to the dashboard. Finally, you can reorganize your dashboard so that it's in the best layout for you to monitor your data. That's it! Thanks for watching!

Video Details

Duration: 3 minutes and 54 seconds
Language: English
License: Dotsub - Standard License
Genre: None
Views: 1
Posted by: csintl on Oct 28, 2015

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