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 ...
Need Help
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? 

 

  • Anonymous's avatar
    Anonymous
    Not applicable
    9 years ago

    Hi PaulCo,

    You combine online data source(Salesforce) and on-premises data sources(Excel file) in a single dataset, please install Power BI personal gateway and enter credentials for each data source after configuring personal gateway in your dataset following guide in the article below, this way, you will be able to set schedule refresh for this dataset.

    https://powerbi.microsoft.com/en-us/guided-learning/powerbi-learning-4-6-install-configure-personal-gateway/

    Thanks,
    Lydia Zhang

    • ariankrakov's avatar
      ariankrakov
      New Member
      8 years ago

      Hi !! 

      I am using only Salesforce and it´s does not refresh automathicaly. I tried adding a schedulled refresh but did not work. 

       

      Any idea what I should be checking?

       

      thanks!

    • PaulCo's avatar
      PaulCo
      Helper II
      9 years ago

      Thanks, I managed to get the gateway up and running.

       

      Thank you for your help

    • ariankrakov's avatar
      ariankrakov
      New Member
      8 years ago

      hi, I am using only salesforce and its not refrshing automaticaly. I also created a schedulled refresh and did not work. Any idea what I should be looking into? 

      thanks!

      • k3rz0rg's avatar
        k3rz0rg
        Advocate III
        8 years ago

        Hi ariankrakov, you're not the only one; I have multiple service reports whose data i'm fetching from salesforce and these days, it keeps dropping the credential from the dataset settings more frequently, almost every refresh (multiple times in single day).

        I get email alert for refresh failure and have to re-enter the credential from the datasets (sometimes ask for password, sometimes just sign in) and then force refresh the data.

        It is quite frustrating that MS is not focusing on the major connectors...