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.
Connecting to Salesforce Reports Data Source
To connect to the Salesforce Reports data source from inside Power BI, we need to follow the below steps:
1. Open Power BI and click on Get Data button from the Home tab.
2. Select Salesforce Reports from the available data sources.
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.
To rename a column in Power Query using M Language code, we can use the following syntax: