Power BI Connector for Salesforce Marketing Cloud

Build 20.0.7654

CData Power BI Connector for Salesforce Marketing Cloud

Overview

The CData Power BI Connector for Salesforce Marketing Cloud offers self-service integration with Microsoft Power BI. The connector facilitates live access to Salesforce Marketing Cloud data in Power BI from the Get Data window. The connector also provides direct querying to visualize and analyze Salesforce Marketing Cloud data.

Getting Started

See Getting Started for a guide to create the Salesforce Marketing Cloud data source and connect from the Get Data window.

Installing the Connector describes the process for installing the connector. Creating the Data Source Name details the process of establishing a connection via the ODBC DSN configuration.

See Getting Data to load or edit data from Salesforce Marketing Cloud.

Using the Data Connector

See Using the Connector for a walk-through of creating reports that query Salesforce Marketing Cloud in real time.

Querying Data describes how to query data using DirectQuery and Import data access modes. Visualizing Data shows how to create and work with Power BI visualizations.

See Defining Custom Views to construct virtual tables whose contents are determined by a pre-configured query, which will then be discovered among existing table metadata.

SQL Compliance

See SQL Compliance for a syntax reference and code examples outlining the supported SQL.

Data Model

See Data Model for information on the available database objects and how to use SQL to work with Salesforce Marketing Cloud APIs. This section provides more detailed information on querying specific Salesforce Marketing Cloud entities.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

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Build 20.0.7654