Is there a way to filter data during the data load from salesforce tables? This is compared to filtering the data AFTER all of the data has been loaded.
We are trying to connect to salesforce tables due to the limitation of loading from reports @ 2,000 records. However, certain tables have 100,000s records. We have filters we will apply to the data (recordtypeid, for instance). We do not want to load the entire table and then filter the table during the power query steps since it takes a significant amount of time to load . It would be much more efficient to restrict the data coming into PowerBI. Can anyone tell me if this is possible with Salesforce and help with the syntax?
Conceptually speaking i think it would be possible in the Naviation step but have no idea what the syntax would be. Filtering the Record type as a step after the data is loaded would be simply stated as below
= Source{[Name="Case__c"]}[Data]
= Table.SelectRows(Bid__c, each ([RecordTypeId] = "012U00000001d8PIAQ"))
Thanks,