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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Different User Same Datasource in a pbix, is Dataflow a solution?

I need to connect to Salesforce with 2 different usernames in the same pbix. As we cant do that in Desktop since the credentails gets overwritten.  In order to overcome that -  1) can we publish/cr...
Dataflow
  • Anonymous's avatar
    Anonymous
    6 years ago

    Thank you all for the help! 

    Anonymous - the link is helpful but it dint help much in the scenario. My data source is saleforce, only the URL can be passed as the parameter and not the credentials. 

     

    What worked for me was - 

    1) Created a dataflow in the service with different username in the connection.

    2) Connected to dataflow and saleforce in the desktop(both with different credentails) and published in the workspace. 

    3) In the service (as I learnt) - 

    Each user can only have one set of credentials per data source, across all of the data sets they own, regardless of the workspaces where the datasets reside. 

    So I had to take help of a teammate to publish one data source and other was published by self so as to enable refresh to work. 

     

    Now data is getting refreshed from the same source for differnt users.

tctrout's avatar
tctrout
Responsive Resident
6 years ago

I am not familiar with Salesforce as a datasource, however I encountered a similiar issue with another source that may be helpful.

Our workaround was to create a service account that had access to all the information and then published the solution with this service account.  This way the service account's is used as the user.