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Anonymous's avatar
Anonymous
Not applicable
6 years ago
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Does refreshing a Power BI Dataset connected to Salesforce refresh the Salesforce Report?

I have a Power BI Report that is referencing a number of salesforce reports. 

I have the PBI, set to refresh daily. 

What I want to know is do I also have to set the Salesforce reports to refresh on a schedule in salesforce as well?

 

Basically, does the Power BI dataset refresh cause the salesforce report to update automatically?

link
Refresh dataset
Salesforce
Scheduled data refresh
  • v-diye-msft's avatar
    v-diye-msft
    6 years ago

    Hi Anonymous 

     

    Sorry to tell you, power bi won't trigger the refresh of the data source itself, but refresh the report/dataset in power bi when data source changed, that means data source changed first then report/dataset in power bi changed during the schedule refresh. 

     

1 Reply

  • v-diye-msft's avatar
    v-diye-msft
    Icon for Community Support rankCommunity Support
    6 years ago

    Hi Anonymous 

     

    Sorry to tell you, power bi won't trigger the refresh of the data source itself, but refresh the report/dataset in power bi when data source changed, that means data source changed first then report/dataset in power bi changed during the schedule refresh.