salesforce
8 TopicsSalesforce 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!1.2KViews1like2CommentsDynamic Row level security for embedded report in Salesforce
I am trying to apply Row level security for an embedded report which is embedded in salesforce application/server. I know how we can do dynamic RLS for a report published in usual workspace using userprinciple() ... dont know how to approach this scenario. is this even possible currently? anyhow who has done this previously or know the direction we should head to for this scenario? Thank you and much appreciate your thoughts on thisSolved682Views0likes1CommentSalesforce 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!!1.4KViews0likes2CommentsAutomatic 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 jitkarobeSolved666Views0likes1CommentPower BI dashboard in Salesforce
Hi There, I am new to Power BI and I hope someone can help me here- How can a non Power BI user can see embed dashboard in Salesforce? I have Power BI Pro license. I have created a dashboard/chart and publish it to Power BI online server. I have my secure embed code for HTML. I am using this URL in the Salesforce Visualforce page - iframe<> and it is working fine for me and I am getting expected results. But it's asking other users to sign into Power BI to see this chart. they don't have power BI access. what is the workaround here? I don't think it is the best idea to publish the report in Public. Thanks, AnkitSolved3.9KViews0likes1CommentDoes refreshing a Power BI Dataset connected to Salesforce refresh the Salesforce Report?
I have a Power BI Report that is referencing a number of salesforce reports. I have the PBI, set to refresh daily. What I want to know is do I also have to set the Salesforce reports to refresh on a schedule in salesforce as well? Basically, does the Power BI dataset refresh cause the salesforce report to update automatically?Solved1KViews0likes1CommentSalesforce Refresh
I have a Salesforce object report in Power BI Report Server. Currently I get this message when I try to configure refresh "This data source does not currently support scheduled data refresh." That's not entirely helpful and I'd like to know why it doesn't support scheduled refresh, if there are any plans for it in the future and if anyone has any workarounds. Currently I'm refreshing every day myself in desktop and reuploading it but that's not a good solution. Thanks.Solved5.3KViews0likes4Comments