Scheduled refresh has been disabled.

[ushah763]

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.

The scheduled update to that dataset was working fine.

Dataset 1.

Then i created another report with another dataset, this time only pulling from Salesforce.com.

Dataset 2. 

I scheduled Dataset 2 for auto refresh and noticed that dataset 1 is no longer scheduled for auto refresh and the schedule functionality is greyed out. 

The show details givesme this error:

Last refresh failed: Thu Oct 11 2018 22:37:42 GMT-0400 (Eastern Daylight Time) 
Scheduled refresh has been disabled.Hide details

Data source error:	Scheduled refresh has been disabled due to at least one data source not having credentials provided. Please provide credentials for all data sources, and then turn scheduled refresh back on.
Cluster URI:	WABI-WEST-US-redirect.analysis.windows.net
Activity ID:	c75de6db-0f3c-4a8b-935d-79b69eb2dc60
Request ID:	91fb8339-b283-ef94-90a0-54c06f8efe1a
Time:	2018-10-12 02:37:42Z

i tried a manual refresh and that fails as well.

I created the reports in Power BI Desktop and verified the datasets and their credentials there. 

I get no errors.

Why did it stop working?

Why can i only schedule one dataset to salesforce.com to update automatically and not the other?

How do check where the credential error is?

[metrica]

Hi @ushah763,

This is a quirky Power BI Service behavior - when multiple datasets share the same Salesforce data source, if credentials become invalid (token expired, Connected App revoked, etc.), the Service disables scheduled refresh across all datasets touching that source, not just the broken one. The fix is usually to re-enter credentials on the failing dataset, then re-enable scheduled refresh.

If you want to avoid this cascading-disable pattern entirely - where each dataset has its own clean configuration on the Salesforce side instead of sharing one Power BI-managed credential - Power BI Connector for Salesforce on AppExchange handles auth at the org level with admin-controlled OAuth policies, so individual dataset credentials don't cascade-fail this way.

Free 30-day trial, details at https://metricasoftware.com/, demo on request.

Best regards,

Metrica Team.

[ReportGuru]

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. 

[polymathy2017]

1. Go to your dataset in the PBI service. 

2. Click on the elipsis (3 dots) next to your dataset.

3. Click on Settings.

4. Click on Data Source Credentials.

5. Edit credentials for all listed failures.

[Anonymous]

@ushah763,

Do you connect to SharePoint online excel or on-premises sharepoint excel? What authentication method do you use in Power BI Desktop for the Excel file? Are you able to re-enter credential for the dataset1 in Power BI Service?

Regards,
Lydia

[ushah763]

@Anonymous i am connecting to sharepoint online O365. I had to install a personal gateway for the scheduled refresh to work.

Now everytime my computer is asleep or down, the refresh fails.

[Anonymous]

@ushah763,

What authentication method do you use for SharePoint data source? When you connect to SharePoint online data source, gateway is not required to refresh the dataset. Does your dataset contain other on-premises data sources?

Regards,
Lydia

[ushah763]

@Anonymous using windows authentication. 

i do not see an option to change it to anything else.

 

[Anonymous]

@ushah763,

If you connect to SharePoint online data source, you would need to use Organizational account instead of Windows authentication in Power BI Desktop, and you would need to use OAuth2 method in Power BI Service.

Regards,
Lydia

[ushah763]

@Anonymous

I do not see that option when looking at the data source connections from the service.

How, where do I access that to change it? on the desktop or service? and where?

When I go to File > Options and Settings > Data Source Settings

in Power BI Desktop, this is all i see when i select "global permissions"

So where do I go to change the data source credentials?

[Anonymous]

@ushah763,

You would need to change the credential option in Power BI Desktop, then re-publish PBIX file to Power BI Service.


Regards,
Lydia

[ushah763]

@Anonymous

i do not have that option.

[Anonymous]

@ushah763,

What connector do you use in Power BI Desktop to connect to the Excel file? It seems that you are connecting to Excel file which is stored in a network path.

Regards,
Lydia

[ushah763]

@Anonymous

I used the "Excel" connector in the "Get Data" menu.

[Anonymous]

@ushah763,

You are combining on-premises data source(Excel) and online data source(salesforce) in a single dataset, in this case, gateway is required.

"I had to install a personal gateway for the scheduled refresh to work. Now everytime my computer is asleep or down, the refresh fails.

"
However , based on your previous reply, your computer could be asleep or down. Then it is an expected behavior that the schedule refresh is not working for the dataset, as stated in this article, you shouldn't install a gateway on a computer, such a laptop, that may be turned off, asleep, or not connected to the Internet because the gateway can't run under any of those circumstances.

Regards,
Lydia