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PaulCo's avatar
PaulCo
Helper II
9 years ago
Solved

Salesforce Refresh

Hi There   I've created a dashboard in the Power BI desktop application which imports data from the Salesforce Reports Get Data funtcionality. I am using a trial Pro License. I want to know how to ...
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Anonymous's avatar
Anonymous
Not applicable
9 years ago

Hi PaulCo,

After you publish the SalesForce reports to Power BI Service, go to Settings->Datasets and find your dataset, you should find that Power BI Service connect directly to your SalesForce data source, after you edit the credential for your data source, you  are able to schedule the dataset to refresh daily or schedule it to refresh in different date time, but please note the refresh frequency can be up to eight times per day. There is a similar example for your reference.



After you schedule refresh for your dataset, you will not need to manually refresh the dataset in Power BI Service. And in Service and mobile app, you are able to view updated data in dashboard each time Power BI automatically refresh the dataset according to the schedule.

 

Thanks,
Lydia Zhang

  • PaulCo's avatar
    PaulCo
    Helper II
    9 years ago

    The Report that I created was done on the desktop application using the 'Get Data' option and selecting the Salesforce Reports option.

     

    When i publish this report and click on it on the Power BI web appliaction I don't have the option to refresh the report. 

     

     

    When I use the Get Data option on the Web Application and connect to the Salesforce Reports I do have the option to schedule a refresh but I have already done all of the work in the Desktop application.

     

    Do I have to redo all of this work in the new report created on the Power BI website application? 

    • Anonymous's avatar
      Anonymous
      Not applicable
      9 years ago

      Hi PaulCo,

      After you publish reports to Power BI Service, could you please post a screenshot about the Settings for your dataset in Power BI Service?

      Thanks,
      Lydia Zhang

      • PaulCo's avatar
        PaulCo
        Helper II
        9 years ago

        Thanks for your assistance,

         

         

        Here is the screenshot of the reports settings. The Data source Credentials is greyed out. When I go to the settings of the other dataset which I set up on the Power BI website using the SFDC content pack I can schedule a refresh but not for the one I created in the Deesktop application.

         

        Thanks