Data Refresh Not Refreshing: Amount Column

Hi bipowerbi,

The $100K discrepancy you're seeing is a known quirk with Salesforce Reports API + currency fields. The Reports API returns display-formatted values (already rounded for SF UI display) rather than raw precision values. After expanding the "Record" column, you're summing the displayed values, which lose cent-level precision - and across 1000s of donation records, that adds up to a noticeable gap.

The cleanest fix is to pull donation data from the Opportunity object (or whatever object holds your donations) instead of through the Reports connector - object data returns raw precision values that sum correctly. If you also need report-style filtering/grouping, you can rebuild the logic in Power Query on the Object data.

If rebuilding from objects is too much work, Power BI Connector for Salesforce on AppExchange is one alternative - it gives you both Reports and Objects access with filtering configured on the Salesforce side:

Why it might fit:

• Pulls Salesforce objects with raw precision values (no display rounding)
• No 2,000-row limit on reports
• Supports custom fields, custom objects, and joined reports
• 30-day free trial
• Setup docs: https://metricasoftware.com/docs/salesforce/
• Responsive support if you get stuck: https://metricasoftware.com/docs/salesforce/contact-support/

Happy to set up a quick demo if it'd help. Just reach out via the support link.

Cheers,

Metrica Team.