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    Power BI

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    Schedule Data Refresh for Salesforce Connection and Excel files

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    Sam's profile image

    Sam on 11 Sep 2018 03:43:20

    I can connect Salesforce to Power BI and schedule a refresh too. But when I also connect an Excel file too, the schedule refresh for Salesforce is grayed out.
    Why can't I schedule a data refresh for Salesforce but not when both Salesforce and Excel are connected?

    Is there a workaround for this?

    Thanks!

    Comments (1)
    Sam's profile image Profile Picture

    Rahul Wagh on 19 Mar 2021 17:17:38

    RE: Schedule Data Refresh for Salesforce Connection and Excel files

    Hi Sam,

    As a workaround put Excel file in sharepoint and then check the refresh schedule. so that both Excel and salesforce are in cloud.

    Thanks,
    Rahul