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Gavin1's avatar
Gavin1
New Member
8 years ago

Report values not updating from changes in Insightly

We have linked Insightly to Power BI and created some report visualisations of COMPLETED TASKS.

 

The Insightly data is not being updated in our report when refreshed (since we first created the report):

  1. Numerical data not being updated.
  2. Some dropdown filter options in the drop downs of some elements are not up-to-date. Eg TASK CATEGORIES will not display newer or edited category names made in Insightly. This is affecting the legend (when TASK CATEGORIES are used).

To refresh I am:

  • Manually refresh the Insightly data (Left Menu > Datasets (Insightly) > ... > REFRESH NOW)
  • Also, whilst in the report (Edit Report) > Refresh (in the top menu).

I am doing this in My Workspaces > REPORTS > Task (the name of the report).

 

I am using the free web version of Power BI on a MacBook in Chrome (Version 63.0.3239.132 (Official Build) (64-bit))

5 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    8 years ago

    Gavin1,

    Could you please check if you can refresh the data in Power BI Desktop? You can refer to this similar thread to connect to Insightly in Power BI Desktop.

    Regards,
    Lydia

    • Gavin1's avatar
      Gavin1
      New Member
      8 years ago

      Hi Lydia.

       

      Thanks for your reply.

       

      I have read the thread you suggested and it looks way above my skill level. I am not a coder. Unfortunately I am not confident I could link Insightly with Power BI Desktop (which I do not have either).

       

      It is a shame that it doesn't work on the web version and that you require coding skills to simply generate reports.

       

      Brainwave! I thought it might be a cahe thing(?) so I cleared cache as well as login via Incognito Window.

       

      But this did not work either. 

       

      The data simply won't update.

       

       

      • Anonymous's avatar
        Anonymous
        Not applicable
        8 years ago

        Gavin1,

        I don't think the issue is related to cache. Do you check if there is message in Refresh History in Power BI Service?

        Please check if you can get expected result  when clicking refresh in Power BI Desktop, we need to verify if the issue is caused by the source or Power BI.

        Regards,
        Lydia