Forum Discussion
Salesforce Refresh
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
Hi rkoretoff ,
the only workaround I found is having only one connection per report. Previously I had 3 to 4 table added to a report different times ended up having 3 connections. After multiple hour long conversation with the microsoft support guy, only useful solution he could come up with only if I could merge em all into single connection (which I didn't really wanna, that means re-creating the whole thing again); so I did re-create the report with one connection and added those tables all at once and running fine since then.
I re-polished other reports with salesforce connections and been working fine since then. Just marge em all into single link or minimize the number of connections. Hope that might work.
-K3
I am pulling multiple reports from SFDC and excel sheets and they all seem to be working ok for the automatic refreshes.
I am using a virtual machine which the IT department setup so that it is online all of the time. This is where I have the gateway installed.
The excel sheets are on a shared drive which the Virtual Machine has access to. The only time I get issues is when the IT department does some maintenance and the VM goes offline. Other than that it works fine.