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jnail923's avatar
jnail923
Frequent Visitor
10 years ago

Sales Force Report - Refresh issue

Hello,    Does modifying a reporting in Sales Force that's currently linked with Datasets/Reports remove the connection?   I added 1 addtioanal column to my Sales Force report, then tried refresh...
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jnail923's avatar
jnail923
Frequent Visitor
10 years ago

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's avatar
Anonymous
Not applicable
10 years ago

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?

 

Thanks,
Lydia Zhang

  • jnail923's avatar
    jnail923
    Frequent Visitor
    10 years ago

    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!

     

    Why does the online version not allow you to refresh if a report if it's been altereted in Sales Force?

     

    My new issue is that the desktop version isn't populating certain fields and it's limited to 2000 rows. 

     

    It won't import Opportunity Amount and List Price into the desktop. Not having that issue if connecting with web version. 

     

    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. 

     

    Thanks!

     

    • malcrouch's avatar
      malcrouch
      New Member
      9 years ago

      Did get a resolution?    

       

      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.    I would prefer to not recreate everything just because a field name changed.  If this is the only way, then the PowerBI just dropped considerably in score.

       

      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.