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bblais's avatar
bblais
Icon for Resolver III rankResolver III
9 years ago

Salesforce Refresh in Service - LoginHistory clears out

Hello,

 

I have a dataset and reports that connects to Salesforce objects and uses 6 of the standard tables that the Salesforce Objects connection exposes, including LoginHistory.  Everything is working fine when I refresh from PBI Desktop.  The LoginHistory table definitely takes the longest to refresh from Desktop, but it's reasonable, like 2 mins total for the whole refresh.  I'm currently pulling about 7,000 rows from this object, again very reasonable. 

 

The issue arises when I publish to Power BI Service and refresh the dataset.  For now I'm just doing "refresh now" and it's not scheduled refresh, but it's the same issue either way.  The refresh starts going and then after about 30 seconds, it finishes and says that the refresh was successful.  And indeed, the refresh did get new data for the other 5 objects that are in the report.  However, the LoginHistory table is now completely empty in my dataset.  I've tried refreshing at different times, changing the salesforce URL to my client's specific login URL, changing the data load options in the PBIX file to not use parallel load.  Nothing has helped so far.  It just always clears out and does not repopulate only the LoginHistory table in my dataset and then reports that the refresh succeeded with no errors.

 

Any thoughts?  Anybody else have this issue with the LoginHistory object or any other Salesforce objects?

 

Thanks in advance for any assistance...

7 Replies

  • Hi,

     

    Writeback to Tabluar with both Import mode and Direct query is fully supported with Visual Planning from Power ON. There is a great video here to get you started. http://poweronbi.com/powerbi-visual-planning/

     

    It is a great solution for SalesForce Forecasts in Power BI.

     

    You can also load data from Power BI to SQL with their solutions: http://poweronbi.com/2017/06/power-update-from-power-bi-desktop-to-sql-server

     

    Power ON also has a Table Editor that lets you edit SQL Tables in Power BI Service directly. http://poweronbi.com/visual-table-editor/

     

    Contact info is [email protected]

     

    Visual Planner turns Power BI into a fully fledged Goal Seek and Planning, Budgeting and Forecasting solution.

     

    Per Solli

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi bblais,

     

    Did you have any other application operate the datasource? I'm not think power bi will clear your login history table.

    Power bi only read data from datasource and not contain the writeback operations.

     

    In addition, power bi refresh function does not generate operate log to history table. (It only logged when you sign in the certificate)

     

    Regards,

    Xiaoxin Sheng

    • bblais's avatar
      bblais
      Icon for Resolver III rankResolver III

      Hi Xiaoxin,

       

       

      I wasn't suggesting that the actual LoginHistory table in the data source is getting cleared out.  What I meant was that the Power BI dataset QUERY is returning 0 rows from the data source when refreshed from within the Power BI service.

       

      Thanks,

      Bill

  • Hi bblais were you able to find a solution? As a workaround, maybe you can try to test your connection with a 3rd party connector, which pulls data directly from the SF objects API and refreshes normally on PBI service. I've tried windsor.ai, supermetrics 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
    Icon for Post Prodigy rankPost Prodigy

    Hi bblais,

     

    Since LoginHistory works in Desktop, first confirm that Power BI Service uses the same Salesforce user. Org-wide LoginHistory access requires Manage Users or Monitor Login History.

     

    Power BI Connector for Salesforce can be tested as an alternative source, but it still respects Salesforce permissions.

    AppExchange and 30-day trial:
    https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

     

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

     

    Cheers,
    Metrica Team