Using Salesforce report as a data source

[Matt_HD]

Hi

Im using (plan to use) a Salesforce report as a data source, what i dont know is that do i need to refresh the report in Salesforce as more transactions happen for data to refresh in my report or will it just happen without me having to touch salesforce again?

[ReportMaster]

Hi @Matt_HD were you able to find a solution? As a workardound, maybe you can try to test your connection with a 3rd party connector. I've tried windsor.ai, supermetrics (which doesn't have PBI as a destination, so you first have to export to Google Sheets and then export to PBI) and funnel.io. I stayed with windsor because it is much cheaper so just to let you know other options. In case you wonder, to make the connection first search for the Salesforce connector in the data sources list:

After that, just grant access to your Salesforce account using your credentials, then on preview and destination page you will see a preview of your Salesforce fields:

There just select the fields you need. It is also compatible with custom fields and custom objects, so you'll be able to export them through windsor.  Finally, just select PBI as your data destination and finally just copy and paste the url on PBI --> Get Data --> Web --> Paste the url. 

[V-lianl-msft · Accepted solution]

Hi @Matt_HD ,

After you publish the SalesForce reports to Power BI Service, go to Settings->Datasets and find your dataset, you should find that Power BI Service connect directly to your SalesForce data source, after you edit the credential for your data source, you  are able to schedule the dataset to refresh daily or schedule it to refresh in different date time, but please note the refresh frequency can be up to eight times per day. 

You need to enter the same credentials in the power Bi service that are used to connect to the salesforce report in the power Bi desktop.

Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[BartStruyf]

Hi, 

Using reports as input is not a good idea. You only get about 2000 records.  It is better to get the source datatables from salesforce (very easy to import in power BI) and make your reports in power bi.  You have a lot more possibilities to build reports, in salesforce it is limited to make reports based on different entitities.

If you publish the report to power bi service you can schedule an automated update and always have te latest date in your dashboard.

kind regards,

Bart