Forum Discussion

paulwozniak's avatar
paulwozniak
Helper I
10 years ago
Solved

Swap data source credentials

I've built out a fairly extensive report using Power BI Desktop and the Salesforce connector. 

 

However, I need to swap the credentials that I'm using to connect to Salesforce for another set. Is there a way to do this?

 

Currently I'm authenticated with user A, but going forward I need to authenticate using user B. I'd like to avoid losing (or having to recreate) the report that I've already put together.

  • paulwozniak There's a manage data source settings page for this

     

    It's in File->Options->Data Source Settings. Find the one for your salesforce connector, edit it and choose "Edit Credentials"

     

    You can relogin there

3 Replies

  • pqian's avatar
    pqian
    Microsoft Employee

    paulwozniak There's a manage data source settings page for this

     

    It's in File->Options->Data Source Settings. Find the one for your salesforce connector, edit it and choose "Edit Credentials"

     

    You can relogin there

  • Phil_Seamark's avatar
    Phil_Seamark
    Microsoft Employee

    Try this technique.  

     

    Make a backup copy of your PBIX file (for safe keeping).  Then rename the file from .pbix to .zip

     

    Open the .zip file and look through for a connections (or similar) file which you can have a crack at editing.  Good luck!

     

    If it fails you can always revert to your backup copy.

     

    Let us know how you get on.