Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
8 years ago
Solved

Salesforce Report Automatic Refresh to Power BI Desktop and Power BI Service

Has anyone figured out how to set daily or half daily refresh from Salesforce Report to Power BI Desktop/Service. I have this issue when Salesforce Report is being updated, it does not automatically...
  • Anonymous's avatar
    Anonymous
    8 years ago

    Anonymous,

    What credential do you use to connect to Salesforce report in Power BI Desktop? Just enter same credential in Power BI Service after you upload PBIX file.

    Regards,
    Lydia

Anonymous's avatar
Anonymous
Not applicable
8 years ago

Anonymous,

Are you able to set schedule refresh for your salesforce dataset in Power BI Service?


Regards,
Lydia 

  • Anonymous's avatar
    Anonymous
    Not applicable
    8 years ago

    Hi Lydia,

     

    Here is the issue I am facing.

     

    *Your data source can't be refreshed because the credentials are invalid. Please update your credentials and try again.

     

    My dataset is imported as "Salesforce Report" and refresh set up is is gray outed. 

     

    Regards

    Winson

    • Anonymous's avatar
      Anonymous
      Not applicable
      8 years ago

      Anonymous,

      I get error 400 when entering salesforce credential under Data source credentials, and this issue has been reported internally.

      Do you get same error code?

      Regards,

      Lydia

      • Anonymous's avatar
        Anonymous
        Not applicable
        8 years ago

        No I do not get the same error code as yours.

        What I have read through is that the dataset from Salesforce Report will be automatically refresh once daily. You cannot set the refresh date on your own.

         

        Correct me if I am wrong.

         

        Thank You

        Winson Chong