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Hi all,
I have a report in Salesforce that I refresh at 4pm, download and save to my computer each day. The current source is linked to the folder I save the report to each day and my dataset is set to refresh at 5am each morning.
My question is - if you connect directly to a salesforce report and your dataset is scheduled to refresh daily, does it automatically refresh the salesforce report at the time of the scheduled pbi refresh or pull it without refreshing?
I do not want the salesforce report to fresh at 5am with the dataset, I want it to pull the report as is (when it refreshed the day before at 4pm). We need to pull it at a specific time due to inventory reasons. I want to elimate the manual work of refreshing, downloading and saving each day. Thanks!
Solved! Go to Solution.
hi, @Anonymous
The refresh in power bi is just refreshing the dataset of power bi report,
it won't refresh the salesforce report.
Best Regards,
Lin
hi, @Anonymous
The refresh in power bi is just refreshing the dataset of power bi report,
it won't refresh the salesforce report.
Best Regards,
Lin
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