Can't refresh dataset - You don't have gateway installed

[Anonymous]

Hi all,

When I try to schedule a refresh I get the following message:

"You don't have any gateway installed or configured for the data sources in this dataset. Please install a new personal gateway or configure the data source for an existing data gateway."

This is nonsense as I have no on prem datasources, All I have is Dynamics CRM and and a connection to website that contains info on date and time zones.

I noticed that under Gateway connection I do not have an option for 'Connect directly'

Any ideas??

[ReportRanger]

Hello, were you able to find a solution? As a workaroound, maybe you can try to test your connection with a 3rd party connector, which does not require a gateway to refresh. 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. 

[v-caliao-msft]

@Anonymous,

I have tested it on my local environment, if your datasource only contain Dynamics CRM online, then there is no need to install any gateway before configured a schedule to refresh your data.

In your scenario, do you have any other type of datasource in your dataset? Or you can try to create a dataset which only contain Dynamic CRM online datasource, and check if this issue persists or not.

Reference
http://community.powerbi.com/t5/Integrations-with-Files-and/Cannot-schedule-refresh-for-datasource-with-Dynamics-CRM-and-SQL/td-p/149164

Regards,

Charlie Liao 

[Anonymous]

Hi Charlie,

Yes, it will work with only CRM Online data source but I have an addiotnal source that is the website:

http://localtimes.info/Oceania/Australia/New_South_Wales/Sydney

This is to query the current timezone hours offset so that i can cater for daylight saving time as mentioned in this post by RADACAD:

http://radacad.com/solving-dax-time-zone-issue-in-power-bi

If I remove this data source and just hard code my offset hours then I am fine.

I don't know why it says I need a personal gateway. I would of assumed that all my data sources are in the cloud?

[DolEgon22]

I'm having this exact issue. The difference is that I am using a SharePoint Online list as a datasource and scraping a site (http://www.timeanddate.com/worldclock/) for timezone information. Why would I need a gateway for TWO cloud sources? Bug?

[Anonymous]

In my opinion this is a bug. Can someone flag this is an issue?

[Anonymous]

Its not a bug, its just how its designed presently.  There is no feature set to have refreshes done in more than 1 method.  So if you have two data sources that need to be refreshed differently, it just wont let you do it.  This may change in the future, which i hope it does because its a pain.

[danextian]

Hi @Anonymous

I didn't know about  this  until I tried doing a scheduled refresh that connects to both shared drive files and salesforce. I wish this feature would be available soon.