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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 ...
Need Help
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?