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paulwozniak
Helper I
Helper I

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.

1 ACCEPTED SOLUTION
pqian
Microsoft Employee
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

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3 REPLIES 3
pqian
Microsoft Employee
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

Thank you!

Phil_Seamark
Microsoft Employee
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.


To learn more about DAX visit : aka.ms/practicalDAX

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