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Matt_HD's avatar
Matt_HD
Frequent Visitor
6 years ago
Solved

Using Salesforce report as a data source

Hi   Im using (plan to use) a Salesforce report as a data source, what i dont know is that do i need to refresh the report in Salesforce as more transactions happen for data to refresh in my report...
Need Help
  • V-lianl-msft's avatar
    V-lianl-msft
    6 years ago

    Hi Matt_HD ,

     

    After you publish the SalesForce reports to Power BI Service, go to Settings->Datasets and find your dataset, you should find that Power BI Service connect directly to your SalesForce data source, after you edit the credential for your data source, you  are able to schedule the dataset to refresh daily or schedule it to refresh in different date time, but please note the refresh frequency can be up to eight times per day. 

    You need to enter the same credentials in the power Bi service that are used to connect to the salesforce report in the power Bi desktop.

     

    Best Regards,
    Liang
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

BartStruyf's avatar
BartStruyf
Regular Visitor
6 years ago

Hi, 

 

Using reports as input is not a good idea. You only get about 2000 records.  It is better to get the source datatables from salesforce (very easy to import in power BI) and make your reports in power bi.  You have a lot more possibilities to build reports, in salesforce it is limited to make reports based on different entitities.

 

If you publish the report to power bi service you can schedule an automated update and always have te latest date in your dashboard.

 

kind regards,

Bart