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Anonymous
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2 years ago
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PowerBi connection with Salesforce

Hi, I have recently created a dashboard in PowerBI where I connected the dashboard with salesforce to get the real time view . So everytime the salesforce is getting updated my dashboard is also get...
  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi, Anonymous 

     

    If you edit a report, but the visuals in the dashboard aren't updated, you must consider whether the visuals pinned to the dashboard are live tiles or live pages.
    If the pinned visual is a live tile, the original view used to create the tile changes, but the tile doesn't. The data will be refreshed, but the view type will not.
    If the data is updated, but the data corresponding to the dashboard in the visual is not, you'll need to check that the refresh settings are working.
    Or viewing users who have shared with you may see a locked tile in the dashboard, or a "Permission required" message when trying to view a report. You can check out the links below:

    Troubleshoot sharing dashboards and reports - Power BI | Microsoft Learn


    In addition, you can use the Salesforce Object Connector in Power BI Desktop to retrieve all rows from individual tables and recreate the reports you want.
    You can check out the following links:

    Power Query Salesforce Reports connector. - Power Query | Microsoft Learn

     

     

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    Best Regards

    Yongkang Hua

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