Custom SOQL Dashboard Data Extractor

Overview

This scheduled weekly flow executes parameterized SOQL queries against Salesforce and writes the structured results to an Excel workbook on SharePoint. The output is designed for Power BI dashboard refresh — providing a reliable, automated pipeline from Salesforce reporting data to Excel-based datasets.

Use Case

Sales leadership and executives need regularly refreshed views of the Salesforce pipeline without manually exporting reports. This flow automates the extract-to-Excel pipeline so Power BI dashboards always reflect the latest Salesforce data. The SOQL query is fully configurable via environment variable, enabling reuse for any Salesforce object or report scenario.

The flow is ideal for teams that:

• Weekly automated SOQL extraction — no manual report exports needed
• Excel output compatible with Power BI refresh — direct dashboard integration
• Fully configurable SOQL query via env var — no flow edits to change reports
• Timestamped metadata in Excel — ExtractDate, ReportName columns for audit trail
• Parallel row insertion — fast execution even with large result sets

Flow Architecture

Environment Variables

Connectors & Connections

Note — All connections are referenced as solution connection references; the flow is portable between environments as long as a connection is mapped at import time.

Customization Guide

Almost every realistic variant of this flow can be implemented by changing environment variable values. A few cases require small edits inside the flow definition — those are called out explicitly below.

Change the SOQL query

Update the flowlibs_SOQLDashboardQuery env var to any valid SOQL query. The flow extracts whatever columns the query returns — adjust the Add Excel Row mapping if you change the field list.

Change the schedule

Edit the Recurrence trigger to run daily, monthly, or at a different time of day to suit your dashboard refresh cadence.

Target a different Excel file

Update flowlibs_SOQLDashboardExcelPath and flowlibs_SOQLDashboardTableName to point to a different workbook or table on SharePoint.

Add more columns

Edit the Add Excel Row action to map additional SOQL fields to new Excel columns. Make sure the destination Excel table includes the new columns first.

Deploy to another environment

Import the solution, create the target Excel workbook on SharePoint with a table matching the column names (ExtractDate, ReportName, RecordId, Name, StageName, Amount, CloseDate, OwnerId), update the five env vars, bind the Salesforce and Excel connection references, then turn the flow on.

Key Expressions

The flow is intentionally light on Power Fx / WDL gymnastics — the heaviest expressions are the branch-name concatenation and the approval outcome check. They are listed below in the order they appear in the flow.

@parameters('flowlibs_SOQLDashboardQuery')

@coalesce(items('For_Each_Record')?['FieldName'], '')

@coalesce(items('For_Each_Record')?['FieldName'], 0)

@utcNow('yyyy-MM-dd HH:mm')

@concat('SOQL Dashboard Extract Complete. Report: ', variables('varReportName'), ' | Records: ', string(variables('varRecordCount')), ' | Date: ', variables('varExtractDate'))