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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

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

Anonymous's avatar
Anonymous
Not applicable
8 years ago

Anonymous,

As long as you can successfully enter credential under Data source credentials, you can add other times to refresh. But you are limted to refresh 8 times a day.


Regards,
Lydia

  • Anonymous's avatar
    Anonymous
    Not applicable
    8 years ago

    I guess I will have to work with Salesforce Developer / Admin Team to allow authorization for Power BI. This means it would be the issue on Salesforce side. Thank you for your support :)

    • Anonymous's avatar
      Anonymous
      Not applicable
      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

        It works after authentication.

         

        Thank you so much :)