Forum Discussion

ushah763's avatar
ushah763
Helper I
7 years ago

Scheduled refresh has been disabled.

I had created a report which is pulling data from two sources. (1) an excel file in sharepoint and (2) the opportunity object in Salesforce.com. I am logging into the latter with my credentials.   ...
Need Help
ReportGuru's avatar
ReportGuru
Post Patron
2 years ago

Hi ushah763 As a workaround, maybe you can try to test your connection with a 3rd party connector, I think that won't require a gateway. I've tried windsor.ai, supermetrics, and funnel.io. I stayed with Windsor because it is much cheaper so just to let you know other options. In case you wonder, to make the connection first search for the Salesforce connector in the data sources list:

 

 

After that, just grant access to your Salesforce account using your credentials, then on preview and destination page you will see a preview of your Salesforce fields:

 

 

There just select the fields you need. It is also compatible with custom fields and custom objects, so you'll be able to export them through windsor.  Finally, just select PBI as your data destination and finally just copy and paste the url on PBI --> Get Data --> Web --> Paste the url.