Forum Discussion

lucplac's avatar
lucplac
New Member
1 year ago
Solved

Scheduled refresh not working

I have Power BI dashboards that need to be refreshed daily, however I always get errors. The dashboards are connected to multiple data sources. When it's only connected to one Salesforce instance it ...
Need Help
  • BhavinVyas3003's avatar
    BhavinVyas3003
    1 year ago

    To enable scheduled refresh without a gateway, ensure all data sources are cloud-based and supported. However, when mixing multiple cloud connectors like two Salesforce instances, Power BI might treat it as a complex or unsupported combination, leading to refresh failures.

    Use a single combined source (e.g., merge the Salesforce data inside Salesforce or use a dataflow).

    Move all transformations to Power Query Online via Power BI Dataflows, then connect your dataset to the dataflow.

    If mixing is unavoidable, then:

    • Install an On-premises Data Gateway (Personal Mode) on a PC that can stay on during refresh times.
    • Or, consider using Azure services like Data Factory or Logic Apps to sync data to a single storage location (e.g., Azure SQL or SharePoint), then connect Power BI to that.

    Power BI requires a gateway if any of the sources are considered on-premises or if the combination of sources isn't supported natively in the cloud.

v-saisrao-msft's avatar
v-saisrao-msft
Icon for Community Support rankCommunity Support
1 year ago

Hi lucplac,
I wanted to check if you had the opportunity to review the information provided by BhavinVyas3003,Poojara_D12. Please feel free to contact us if you have any further questions. If the response has addressed your query, please accept it as a solution and give a 'Kudos' so other members can easily find it.
Thank you.