Salesforce Refresh - web and desktop data discrepancy

[Solomon_Guy]

Hi all,

I have a workspace which draws data from multiple salesforce reports which isn't updating properly. When I refresh the data on the desktop version I can see the latest figures which match with the database. When I publish this update to web version, the dataset reverts to a previous state and the figures are no longer current. 

When I redownload the PBIX from the newly published web version back to desktop and refresh, I can see the latest and correct data. Republishing back to web version again reverts the data to the outdated state. 

My data connections appear to be working fine with no errors. This is only occuring for data from one salesforce report and not the others. 

Please give me a hand if possible. 

Cheers. 

[Solomon_Guy · Accepted solution]

Thanks, I logged a ticket and was promptly helped by a lovely person in support Vinitha Botla. 

We went through the datasets and found the problem to be a date field which was formatted as text in query editor. 

After updating and republishing the missing data was visible and stable.

Thanks everyone!

[Greg_Deckler]

@Solomon_Guy - Are you by chance using Publish to Web? If that is the case, there is a cache delay of up to an hour. If that is not the case, make sure that you also set the report back to default in the Service after publishing as this can cause this kind of behavior.

[Solomon_Guy]

Hey Greg,

I doubt this is a cache issue, as I can see the new data in powerbi web briefly when I publish before it reverts to the old state.

Can you please elaborate on setting the report back to default ? Not sure exactly what this means. 

[V-lianl-msft]

Hi @Solomon_Guy ,

Do you have a schedule refresh configured for this dataset?

If you only use saleforce as the data source, you only need to enter the correct credentials.

You could check the refresh history to see if the refresh is complete or try to click the "manual refresh" of the dataset.

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

[Solomon_Guy]

Hi Liang, thanks for reaching out.

Manual refreshes seem to work fine. I do have a scheduled refresh set which mostly succeeds, occasional error get thrown as per below image. The error report emailed to me reads "Failure details: The last refresh attempt failed because of an internal service error. This is usually a transient issue. If you try again later and still see this message, contact support." 

I have my data source set only to Salesforce logged in to a system administrator account with API calls enabled. Never had issues like this previously, however note this started to occur after our organisation upgraded to a higher subscription tier of salesforce which enabled API access. Previously we didnt have automatic dataset updates from salesforce to BI.  

Any support is appreciated. Thanks!

[V-lianl-msft]

Hi @Solomon_Guy ,

Refer the troubleshooting:

• Connected with a production Salesforce account that has API access enabled

• Permission granted to the Power BI app during sign in

• The account has sufficient API calls available to pull and refresh the data

• A valid authentication token is required for refresh. Salesforce has a limit of five authentication tokens per application so make sure you've five or less Salesforce data sets imported.

• The Salesforce Reports API has a restriction that supports up to 2,000 rows of data.

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

[Solomon_Guy]

Hi @V-lianl-msft thanks for the tips. See my responses below

• Connected with a production Salesforce account that has API access enabled

  • Confirmed API access enabled on connected production Salesforce account

• Permission granted to the Power BI app during sign in

  • Confirmed permission is granted

• The account has sufficient API calls available to pull and refresh the data

  • Confirmed sufficient API call available

• A valid authentication token is required for refresh. Salesforce has a limit of five authentication tokens per application so make sure you've five or less Salesforce data sets imported.

  • Exactly 5 data sets are being used

• The Salesforce Reports API has a restriction that supports up to 2,000 rows of data.

  • The dataset in question has <2000 rows. 

Any other potential suggestions? I'm running out of ideas. 

[V-lianl-msft]

Hi @Solomon_Guy ,

You could create a support ticket for more help. If you have a Pro account it is free.
https://powerbi.microsoft.com/en-us/support/

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

[Solomon_Guy · Accepted solution]

Thanks, I logged a ticket and was promptly helped by a lovely person in support Vinitha Botla. 

We went through the datasets and found the problem to be a date field which was formatted as text in query editor. 

After updating and republishing the missing data was visible and stable.

Thanks everyone!

[V-lianl-msft · Accepted solution]

Hi @Solomon_Guy

It's glad that you have solved your problem.
Please accept the replies making sense as solution to your question so that people who may have the same question can get the solution directly.

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