Forum Discussion

NeValeriy's avatar
NeValeriy
Regular Visitor
6 years ago

SalesForce missing column during Scheduled refresh

Hello community!

I have a problem with my PB report.

It uses SalesForce report connection  for getting data. Today morning "Schedulled Refresh" at PB service failed with error:

 

Message:The column 'xxx xx xx' of the table wasn't found. Table: XXXXX."

 

I've checked the SalesForce report - column still there. 

I've tried to refresh data in PB Desktop - updated successfully!🙄

I've tried manual report refresh at app.powerbi.com - and got same error. Looks like something wrong with Power Bi service...

 

Any ideas what is wrong?

Dataflow
Need Help

4 Replies

  • v-alq-msft's avatar
    v-alq-msft
    Community Support
    6 years ago

    Hi, NeValeriy 

     

    Based on your description, I have something to confirm.

    Is your datasource on-premise or cloud?

    Which kind of gateway are you using? Personal Gateway or On-premise Gateway?

     

    You may try to configure scheduled refresh with the article . Please make sure 'Manage gateway' and dataset settings are configured correctly. 

     

    For further information, you may refer to the following links.

    https://community.powerbi.com/t5/Service/Failed-to-update-data-source-credentials-The-column-budgetAmount/m-p/833839

    https://docs.microsoft.com/en-us/power-bi/refresh-troubleshooting-refresh-scenarios

     

    Best Regards

    Allan

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

    • NeValeriy's avatar
      NeValeriy
      Regular Visitor
      6 years ago

      Hello,
      Report uses both types - data from Excel, MS SQL and SalesForce
      And we are using Personal Gateway

      Thanks for the links, unforunetly there are no solution. First one - describe specific Azure problem and the second one is not include my scenario((

      Looks like my problem specific for SalesForce...

  • ReportMaster's avatar
    ReportMaster
    Post Partisan
    2 years ago

    Hi NeValeriy were you able to find a solution? I've used the Salesforce connector but I had some issues with my data too. As a workaround, maybe you can try to test your connection with a 3rd party connector. I've tried windsor.ai, supermetrics (which doesn't have PBI as a destination, so you first have to export to Google Sheets and then export to PBI) 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. 

     

  • metrica's avatar
    metrica
    Post Prodigy
    1 month ago

    Hi NeValeriy,

     

    Since the Salesforce report refresh works in Power BI Desktop but fails only in Power BI Service, I would first check for a schema mismatch between what Desktop cached and what the Service receives during refresh.

     

    A few things to review:

    1. Power Query steps such as Changed Type, Renamed Columns, Removed Columns, and Reordered Columns. These often reference columns by exact name.

    2. Whether the Salesforce report column label changed, even slightly.

    3. Whether Power BI Service uses the same Salesforce user and permissions as Desktop.

    4. Salesforce credentials in Power BI Service.

    5. Gateway settings separately for Excel and SQL sources.

    The native Salesforce Reports connector can be fragile in this kind of setup, and it also has the frustrating 2,000-row Salesforce Reports limit.

     

    A cleaner option is to prepare the Salesforce dataset before it reaches Power BI.

     

    Power BI Connector for Salesforce by Metrica Software is available on Salesforce AgentExchange / AppExchange:
    https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

     

    With the connector, you can create a Salesforce data source, explicitly select the required objects and fields, apply filters, preview the output, and then connect Power BI to that controlled source. This can make the refresh schema more predictable.

     

    Docs: https://metricasoftware.com/docs/salesforce/

    Support: https://metricasoftware.com/docs/salesforce/contact-support/

     

    Happy to show how we would rebuild this as a stable Salesforce data source for Power BI refresh.

     

    Cheers,
    Metrica Team