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ShefaliDas2021
Regular Visitor

Dataflow - not refreshing

Hi,

We are trying to create dataflow connecting CRM datasource with incremental refresh. When we change the field in CRM, the dataflow did not refresh. But if we go inside the dataflow , save it and close it; only then the refresh happens. What i do not understand is there is no structural changes in the datasource, then why we need to save and close it everytime. 

Please find what have we done in steps :

 

  1. Create a Dataflow with the Source from Microsoft Dynamics.

 

ShefaliDas2021_0-1657281613123.png

 

 

 

  1. Filter the table only to one row to get an simple overview
    ShefaliDas2021_1-1657281613132.png

     

 

  1. Activate the incremental refresh
    ShefaliDas2021_2-1657281613135.png

     

  2. Create a dataset with the connection to the dataflow.
    ShefaliDas2021_3-1657281613138.png

     

  3. Change the data in the CRM, in this case I changed the probability to 10%  
  4. Manuel refresh the Dataflow
  5. Check the value in the dataflow, as expected  10%

 

ShefaliDas2021_4-1657281613139.png

 

  1. Manuel refresh PBI desktop, the probability value doesn’t change to 10%,

    ShefaliDas2021_5-1657281613141.png

     

  2. The same effect in the PBI report

    ShefaliDas2021_6-1657281613143.png

     

1 REPLY 1
v-jianboli-msft
Community Support
Community Support

Hi @ShefaliDas2021 ,

 

According to the picture you showed above, it seems that the value shown in the table is three times the actual value:

vjianbolimsft_0-1657528473545.png

 

vjianbolimsft_1-1657528473549.png

 

vjianbolimsft_2-1657528473550.png

 

vjianbolimsft_3-1657528473553.png

 

This may be caused by the way of aggregation, in fact your data has been refreshed. Please check how this value is aggregated, and select Don’t summarize.

vjianbolimsft_4-1657528473553.png

 

 

Best Regards,

Jianbo Li

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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