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,

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 :)

      • Anonymous's avatar
        Anonymous
        Not applicable
        8 years ago

        Anonymous,

        Glad  to hear the issue is solved, please accept my previous reply as answer,  this way, other community members would easily find the answer when they get same issues.

        Regards,
        Lydia