Forum Discussion

talb's avatar
talb
New Member
9 years ago

power bi refresh problem

hi All I have a Power BI Desktop connected to Dynamics CRM Online (using API). I published a Dashboard to the Online Power BI and I can see it. I downloaded the Service App for the Online Power BI,...
v-sihou-msft's avatar
v-sihou-msft
Microsoft Employee
9 years ago

talb

 

Did you use a Mashups between a cloud source and an on-premises source in a single query?

 

If so, it will fail to refresh in the personal gateway if one of the sources is using OAuth for authentication. It's a known issue. To work around this problem, you need to have a separate query for the cloud source and the on-premises source and use a merge or append query to combine them. For more details, please see: Troubleshooting Power BI Gateway - Personal

 

Regards,

Simon Hou

  • talb's avatar
    talb
    New Member
    9 years ago

    Thank you,

    my problem is that I am trying to connect the Power BI to an Online Dynamics CRM BUT all my data are on a custome fields. to my understanding, the Online Power BI can only read the OOB fields. to go around this (since I don't think there is a single company that didn't customizaed the system somehow), I opened a Desktop Power BI, connected the Online CRM via API and published the report. 

    now I want it to refresh automatically on the site without me havign to refresh and republish every day. 

     

    is that possible? 

     

    do you happen to know a better way to connect the Power BI site to the CRM catching the customized information?