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Power BI Reports For Salesforce And Google Analytics Data

In this blog, ‘ Power BI Reports For Salesforce And Google Analytics Data ‘, I am going to demonstrate how you can use Power BI Reports by merging and mapping Salesforce data and Google Analytics data. There are scenarios where we integrate two tools and map the data from both the tools to represent the data using Power BI. For building Power BI Reports For Salesforce And Google Analytics Data, We will be following three steps here :

  • Get Google Analytics data into Power BI.
  • Get Salesforce data into Power BI
  • Merge and create reports in Power BI

Pre- Requisite For building Power BI Reports For Salesforce And Google Analytics Data

I hope you have gone through my previous blog – ‘ Tracking Dynamic Pages in Salesforce Using Google Analytics‘ where I have demonstrated how you can use Google Analytics report for tracking Salesforce dynamic pages. To go to the next level, we are exploring in this blog how can we build Power BI Reports For Salesforce And Google Analytics Data.

What is the Power BI?

A Power BI report is a multi-perspective view into a dataset, with visualizations that represent different findings and insights from that dataset. A report can have a single visualization or pages full of visualizations. The visualizations in a report represent something like a dashboard does but serve a different purpose.

These visualizations aren’t static. In fact, far from it, with highly interactive & highly customizable visualizations that update, as the underlying data changes. You can add and remove data, change visualization types, and apply filters in your model to discover insights and look for answers.

A Power BI report is a multi-perspective view into a dataset, with visualizations that represent different findings and insights from that dataset. A report can have a single visualization or pages full of visualizations. The visualizations in a report represent something like a dashboard does but serve a different purpose.

These visualizations aren’t static. In fact, far from it, with highly interactive & highly customizable visualizations that update, as the underlying data changes. You can add and remove data, change visualization types, and apply filters in your model to discover insights and look for answers.

Source: Power BI Report Blog by Eudreka

Get Google Analytics Data Into PowerBI:

  • You can download the Microsoft Power BI tool from here. Here is a step by step video on downloading and installing the tool.
  • Once you install the application, Open your PowerBI application and select Get Data at the top of the nav pane like below screenshot :

 

  • In next step once select GetData, Search for Google Analytics as below screenshot :

  • Next, Sign in with you google account :

  • After sign in, It will redirect you to choose an account. Enter your google analytics account details and login. Click on the allow button to give permission.
  • After successfully connect with google analytics. It will display a popup to select the report. Here you can select the fields that you want to display in your report. So we have selected Search Term, Date, Pageviews, Unique PageView

  • Click on the Load button to load the selected report into PowerBI.

Get Salesforce Data Into PowerBI :

  • Click on Get Data in the top bar menu. In the search bar type salesforce and select the ‘Salesforce’. Here select the Salesforce object and click on ‘Connect’.

  • Select ‘Org type’ production or custom (Sandbox). Now login into your salesforce instance. After a successful login, it will redirect you to objects available in your organization. Search for knowledge article object and select the same.

  • Click on Load to populate data in Power BI 

Get Power BI Reports For Salesforce And Google Analytics Data by merging data from both sources

  • Go to Power BI, Select File and Click on Edit Queries

  • Click on Merge Queries > Merge Queries as new 

  • Select the table from the drop-down and select the common field between both tables and click ok.

  • Now click ok. It will load the new table with both table data.  Here you can update the new table name and select the field that you want to keep in the new table.

  • You can set the table according to your requirements. If you want to roll back your changes then you can remove from applied steps.

  • After saving all changes you can click on ‘close’ and apply the button in the top right corner. Now your newly created table will be load into PowerBI

 

  • After you save, you can create reports and add different visualizations :

 

Thank you for reading the post. I hope you liked it 🙂

References :

  1. Tracking Dynamic Pages Using Google Analytics In Salesforce
  2. Connect to Salesforce with Power BI – Microsoft Documentation
  3. Power BI and Google Analytics – Microsoft Documentation
  4. Shape and combine data in Power BI – Microsoft Documentation
  5. Install Power BI