Sales Force Report - Refresh issue

Question

Hello,&nbsp;&nbsp;Does modifying a reporting in Sales Force that's currently linked with Datasets/Reports remove the connection?&nbsp;I added 1 addtioanal column to my Sales Force report, then tried refreshing in BI and it posted an Error.&nbsp;&nbsp;Thanks!

jnail923 · Answer

The report created in Sales Force had been finalized, and was connected to BI. Reports had been created in BI, but I wanted to pull in one additional field. I modified the report in Sales Force, then saved.

When I refreshed the Data set in BI to pull in the new field, it populated the following error.

anonymous · Answer

Hi jnail923,

Generally, modifying a report will not remove the connection with dataset.

Could you please elaborate details about your scenario? Also we need to know the exact error message and if you refresh the Sales Fierce report or dataset in Power BI Service. I will appreciate it if you can post screenshots.

Thanks,
Lydia Zhang

anonymous · Answer

Hi jnail923,
Do you firstly connect to SalesForce report in the latest version of Power BI Desktop, then create report in Desktop and publish it to Power BI Service? If that is the case, when you modify the report in SalesForce, do you successfully refresh data in Power BI Desktop?
&nbsp;
Thanks,Lydia Zhang

jnail923 · Answer

I was using the webservice and connecting straight to SalesForce, and that seems to be the issue. I went your route and imported the SalesForce report to the Desktop version and published to BI. I modified my SF report, then refreshed using the desktop version and it flowed through. Thanks!&nbsp;Why does the online version not allow you to refresh if a report if it's been altereted in Sales Force?&nbsp;My new issue is that the desktop version isn't populating certain fields and it's limited to 2000 rows.&nbsp;&nbsp;It won't import Opportunity Amount and List Price into the desktop. Not having that issue if connecting with web version.&nbsp;&nbsp;I posted screen shot below of "Opportunity Amount" and "Total List Price" coming up as record, and then not appearing when I import the data. You will see the data set to left doesn't have those fields.&nbsp;&nbsp;Thanks!&nbsp;

malcrouch · Answer

Did get a resolution? &nbsp; &nbsp;&nbsp;I ask as I too used the web interface to pull data from a Salesforce report; our Salesforce administrator has just changed the names of a field; so now I get a similar error message to yours; I cannot find a way to update the dataset. &nbsp; &nbsp;I would prefer to not recreate everything just because a field name changed. &nbsp;If this is the only way, then the PowerBI just dropped considerably in score.&nbsp;I also use the desktop version, so have been looking for the equivalent of the mechanisms it provides to adjust for changes in the data sources.

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Sales Force Report - Refresh issue

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