Forum Discussion

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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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

    • Anonymous's avatar
      Anonymous
      Not applicable
      9 years ago

      Hi PaulCo,

      Do you combine multiple data sources in your dataset in Power BI Desktop? Could you please post a screenshot of your data sources in Power BI Desktop? You can go to File -> Options and settings ->Data source settings to check data sources for Power BI Desktop.

      In addition, you don't have to re-create all reports in Power BI Service. If you combine mutiple data sources in a dataset, make sure the personal gateway is online and  you are able to use the gateway to refresh your dataset.

       



      Thanks,
      Lydia Zhang

      • PaulCo's avatar
        PaulCo
        Helper II
        9 years ago

        HI Lydia, thanks for your help.

         

        Here is my data sources. Currently I only have SFDC and 2 excel spreadsheets which are saved on my desktop.

         

         

         

        Do I have to setup a gateway before I can feed straight from SFDC to my reports? I have downloaded the application but i have not set up any feeds. 

         

        Do you know which data connection I would need to add to allow the used of the excel spreadsheets?