Power Query is a powerful data transformation and analysis tool that is built into Microsoft Excel and Power BI. It allows users to connect to a wide range of data sources, including Salesforce Reports. In this article, we will explore how to use Power Query M Language code to connect to the Salesforce Reports data source from inside Power BI.
What is Power Query M Language Code?
Power Query M Language code is the scripting language used in Power Query to perform data transformations and manipulations. It is a functional programming language that supports a wide range of data manipulation functions, such as filtering, sorting, grouping, and aggregating data.
3. Enter your Salesforce login credentials and click on Connect.
4. Select the Salesforce Report you want to import into Power BI and click on Load.
This will import the selected Salesforce Report data into Power BI. However, sometimes we may need to perform additional data transformations or manipulations before loading the data into Power BI. This is where Power Query M Language code comes in handy.
Using Power Query M Language Code for Data Transformations
To perform data transformations using Power Query M Language code, we need to select the Transform Data option from the Home tab. This will open the Power Query Editor, where we can see the imported Salesforce Report data.
We can perform various data transformations by using the Query Editor interface, such as filtering, sorting, grouping, and aggregating data. However, sometimes we may need to perform more complex data transformations that are not available in the Query Editor interface. This is where Power Query M Language code can be used.
Power Query M Language code can be used to perform various data transformations, such as renaming columns, adding custom columns, and filtering data based on specific conditions. Let’s explore some examples of using Power Query M Language code for data transformations.
Renaming Columns
To rename a column in Power Query using M Language code, we can use the following syntax:
= Table.RenameColumns(
,{{,}})
For example, to rename the “Opportunity Name” column to “Name” in our Salesforce Report data, we can use the following code:
To add a custom column in Power Query using M Language code, we can use the following syntax:
= Table.AddColumn(
,,)
For example, to add a custom column “Status” that calculates the status of each opportunity in our Salesforce Report data based on the “Close Date” column, we can use the following code:
= Table.AddColumn(#”Renamed Columns”, “Status”, each if [Close Date] < DateTime.LocalNow() then "Closed" else "Open")
Filtering Data
To filter data in Power Query using M Language code, we can use the following syntax:
= Table.SelectRows(
,)
For example, to filter the Salesforce Report data to only show opportunities with a status of “Closed”, we can use the following code:
= Table.SelectRows(#”Added Custom Column”, each [Status] = “Closed”)
Conclusion
In this article, we explored how to use Power Query M Language code to connect to the Salesforce Reports data source from inside Power BI. We also looked at how to use Power Query M Language code to perform various data transformations, such as renaming columns, adding custom columns, and filtering data based on specific conditions. By using Power Query M Language code, we can perform complex data transformations and manipulations that are not available in the Query Editor interface.
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