SalesForce.com data loaded into PowerPivot (No Special Skills Required)

SalesForce.com data loaded into PowerPivot (No Special Skills Required!)

This Whole Cloud Thing Just Might Catch On…

We live in pretty exciting times.  Sometimes it’s simply amazing what I can do from my desk, without having to take off my Excel hat.  All of these various technologies available to us in the cloud, plus PowerPivot’s ability to talk to them…  the net impact really starts to add up sometimes.

All of the Tables Available, Just Select and Click Finish

I didn’t have to do anything “technical” to pull this off really, I just end up using the PowerPivot import wizard:

Simple import of Salesforce.com data into PowerPivot, just select and click

Simple import of Salesforce.com data into PowerPivot, just select and click

What’s the Trick?

I do have a trick up my sleeve here, but I’m not quite ready to disclose it.  For now I will say that I’ve discovered a potential new technology partner, one who seemingly “makes the impossible, possible” as Vincent Vega once said.

But the important points about this new technology are:

  1. It is very, VERY simple to use
  2. It is similarly very, VERY cost effective.  We don’t even really notice the price of using it.
  3. It’s not just Salesforce – it makes other cloud data sources similarly simple.

Simple, cheap, and broadly useful.  The are appealing themes, especially to an Excel guy like me.  Assuming it all works.

Wanna Help Me Test It? 

This seems quite promising to me, but I haven’t proven it to myself yet.  The data source shown above is just the demo account from SalesForce.

If you are a heavy user of SalesForce, and you’d like to work with me to see if we can analyze and report on that data in PowerPivot, drop us a note:  info@pivotstream.com

If we end up picking you as the test project, I promise you’ll get lots of free value out of it.  I might even be able to talk David Churchward into getting involved Smile

Rob Collie

One of the founding engineers behind Power Pivot during his 14-year career at Microsoft, and creator of the world’s first cloud Power Pivot service, Rob is one of the foremost authorities on self-service business intelligence and next-generation spreadsheet technology.

This Post Has 15 Comments

  1. Rob,

    Now you are just teasing us. You can’t give us a nibble and not expect a bite. Need the data now! Love the blog. Best on the interwebs.

  2. I am a heavy SF user and would love to get more info on how to automate and use the SF data in PowerPivot. Anything I can do to help, please send me an email. Thanks.

  3. Hi I would LOVE to assist if you are still testing this! I am an Experienced PowerPivot dev, but am new to SalesForce.com. Not much written that is very useful on the topic. Please email me! Thanks 🙂

  4. I’d like to know how you got the 18 digit id in there. If there was a DAX formula to convert from 15 that would nice. Non Admins’ can’t usually access the 18 digit without extra tools but it is the only way powerpivot will know it’s unique as it is not case sensitive.

    1. Hi Pete. The 18 digit was already there for me on import so either I was an admin or the 18 digits are always available via the API. Not sure.

  5. If more testers are needed, I am interested in kicking the tires of this tool. I would love to be able to play with Salesforce.com data in the Excel/ Power Pivot environment…

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