Scheduled refresh not working

[lucplac]

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 schedules a refresh, but if there are two or more sources it does not work.

I'm not sure if a gateway is needed or is the only way to fix this issue. At our company, we don't have resources for an always on computer to run a data gateway.

What solutions are there for this issue?

Thank you

[v-saisrao-msft]

Hi @lucplac,

We haven’t heard back from you regarding your issue. If it has been resolved, please mark the helpful response as the solution and give a ‘Kudos’ to assist others. If you still need support, let us know.

Thank you.

[v-saisrao-msft]

Hi @lucplac,

May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.

Thank you.

[v-saisrao-msft]

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.

[BhavinVyas3003 · Accepted solution]

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.

[Poojara_D12]

Hi @lucplac 

If your Power BI dashboards connect to multiple data sources and fail to refresh, it’s often because Power BI needs a gateway when combining sources, especially if any are on-premises. Without an always-on computer for a gateway, you can try using cloud-only sources, simplify your data model, or use Power BI Dataflows or Azure Data Factory to consolidate data in the cloud—these don’t need a gateway. Also, upgrading to Power BI Premium can help with complex refreshes. Gateways are mainly required when on-premises data is involved.