Salesforce Report Problem with lastest Power BI Update
Hi, I'm having an issue importing 3 salesforce reports into Power BI. Here are a few things to note: - problem started after I did a Power BI update a couple of weeks ago - I've been using these 3 salesforce reports to generate a dashboard for the last year with no problems - the salesforce report is pulling the right data. Verified by downloading the data into an excel file - power bi seems to be bringing in the wrong data and am not sure why - I also get the following error when importing data for one of the 3 reports OLE DB or ODBC error: Type mismatch. (Exception from HRESULT: 0x80020005 (DISP_E_TYPEMISMATCH)). Any ideas on what might be causing this problem? Thank you!
Salesforce connection refresh from gateway with other sources configured
Hi there, I'm updating a report that currently has multiple sources, such as on-prem files, odbc connectors, and some other items. This report is currently published to a gateway, and is scheduled to refresh from that gateway multiple times a day. I'm adding in Salesforce reporting, using the PowerBI default Salesforce connector. It works great locally, I can refresh and all, but when publishing out to the server I get message "Salesforce cannot be added to gateway". I've read numerous posts on this forum about how to have both web connectors & gateway connections, but don't quite get it. Is this possible? Can I keep my other sources refreshing, while also having a daily refresh from Salesforce? Thanks!!
Automatic Scheduled Refresh of PBI report published on Report Server
Hi, I am struggling to set automatic scheduled refresh for a PBI report published on PBI Report Server. It is a report combining datasources from Excel and live connection to a report in Salesforce. Is there any way how to set automatic scheduled refresh of the report? Thank you for any advice Best Regards jitkarobe
Joining Salesforce Data to Excel Sheet Data
Hi everyone! I am looking to see if PowerBI supports joining two unrelated data tables into one project. I want to pull in data from a Salesforce sandbox, as well as an excel sheet. I then want to join this data into one table. I was able to do this with Tableau, so I'm hoping PowerBI has a way!
Need something similar to COUNTIF() across 2 unrelated tables in PowerBI
Hello, Relatively new BI user here, I am struggling to make a small table in Power BI which will allow me to count the number of times each value in 1 table appears in another table. My data appears as follows: I have Referral table, which I created in the query editor. I created it using an mquery and converted it from a list into a table. This just contains a list of all referral options that can appear on records (records can contain 1 or more referrals). The empty column here is where I would like to get a count for the number of times each of these options appears in the main table. Secondly I have my main table with all the records extracted from the database(salesforce). Originally the Referral__c .1/2 columns were 1 column which had to be split as it was from a multi select picklist, and so values would appear in 1 line separated by a semicolon. The table above has a basic filter which just removes any records that don't have referrals. I am thinking this should be something relatively easy to do but I cannot seem to find a solution, I have tried to use Calculate and count functions and I have tried to create a relationship between the 2 tables so that I could use related function (this was not possible as the option is just greyed out). I cannot seem to get some DAX to show how many times each of these options appears in the main table, or in 2 of the columns in the main table (Referral__c.1 and Referral__c.2) A measure would also be fine for this I think? I just need to be able to match the options in from my Referrals table to the number of times it is occuring in main table. Any help would be greatly appreciated. Thanks, El
