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Anonymous
Not applicable

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?

1 ACCEPTED SOLUTION
v-diye-msft
Community Support
Community Support

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. 

 

Community Support Team _ Dina Ye
If this post helps, then please consider Accept it as the solution to help the other members find it more
quickly.

View solution in original post

1 REPLY 1
v-diye-msft
Community Support
Community Support

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. 

 

Community Support Team _ Dina Ye
If this post helps, then please consider Accept it as the solution to help the other members find it more
quickly.

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