<br><b>Code</b>: rsb:print<br><b>Error</b>: Formatter [ excol#1 ] failed in the evaluation of to Load</h3> <ol> <li> Open Power BI Desktop and click Get Data -> [company_name] [service]. <li>Select [company_name] Power BI [service] in the Data Source Name menu and select the Import data connectivity mode. <li>Expand the [company_name] Power BI [service] folder, expand an associated schema folder, and select tables. <img src="[x|UrlRootAbs]/kb/articles/powerbi-1.png" title="The available tables. (Salesforce is shown.)"/> </li> </ol> <h3>??????</h3> <p> Use the Query Editor if you need more control over the query and query results before you load the data. Power BI detects the column behavior from the [service] metadata retrieved by the [company_name] connector. In the Query Editor, you can perform actions like filtering, summarizing, and sorting on columns. </p> <p> To open the Query Editor, click Edit in the Navigator window. Right-click a row to filter the rows. Right-click a column header to perform actions like the following: </p> <ul> <li>Change column data types <li>Remove a column <li>Group by columns </ul> <p> Power BI records your query modifications in the Applied Steps section, adjusting the underlying data retrieval query that is executed to the remote [datasource]. </p> <h3>???????</h3> <p>When you click Load, the connector executes the underlying query to [service]. </p> <h2>?????????????????</h2> <p> After loading [datasource] into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Follow the steps below to create a pie chart: </p> <ol> <li>Select the pie chart icon in the Visualizations pane. <li>Select a dimension in the Fields pane: for example, [excol#1]. <li>Select a measure in the Fields pane: for example, [excol#2]. </ol> <img src="[x|UrlRootAbs]/kb/articles/powerbi-2.png" title="A pie chart showing Account Names and Annual Revenue from Salesforce."/> <p> You can change sort options by clicking the ellipsis (...) button for the chart. Options to select the sort column and change the sort order are displayed. </p> <p> You can use both highlighting and filtering to focus on data. Filtering removes unfocused data from visualizations; highlighting dims unfocused data. You can highlight fields by clicking them: </p> <img src="[x|UrlRootAbs]/kb/articles/powerbi-3.png" title="A highlighted account in a pie chart. (Salesforce is shown.)"/> <p> You can apply filters at the page level, at the report level, or to a single visualization by dragging fields onto the Filters pane. To filter on the field value, select one of the values that are displayed in the Filters pane. </p> <img src="[x|UrlRootAbs]/kb/articles/powerbi-4.png" title="Accounts and Annual Revenue filtered by Industry. (Salesforce is shown.)"/> <p> Click Refresh to synchronize your report with any changes to the data. </p> <h2> PowerBI.com ??????????????</h2> <p> Follow the steps below to configure automatic data refresh through the <a href="https://powerbi.microsoft.com/en-us/gateway/">Power BI Gateway</a>. The gateway enables the Power BI cloud service to connect to the DSN on your machine. </p> <h3>Selecting a Gateway Mode</h3> <p> You need to select a gateway mode when you install the gateway: <ul> <li><b>Gateway (personal mode)</b>: Use the gateway in personal mode if you only need to publish to PowerBI.com and refresh reports. The gateway runs under your Windows user account. <li><b>Gateway (formerly Enterprise)</b>: Use the default gateway if you are using other Azure services that require a gateway. You also need the default gateway if multiple users need to access the gateway.<br> You need a system DSN to connect through the default gateway. (System DSNs can be accessed system-wide, while user DSNs can only be used by a specific user account.) You can use the [company_name] Power BI [rootadoname] system DSN configured as the last step of the connector installation. </li> </ul> <h3>Configuring the Gateway (Personal Mode)</h3> <p>Publishing through the gateway in personal mode simply requires an installed gateway with access to custom connectors.</p> <ol> <li>Run the [company_name] Power BI Connector installer. If you have not already done so, <a href="https://powerbi.microsoft.com/en-us/gateway/">download the Power BI Gateway</a>. <li>Select the on-premises data gateway (personal mode) option. <li>Sign into the gateway. <li>Name the gateway and specify a recovery key. <li>In the Connectors section of the gateway settings, enable the custom data connectors option. You can also specify an alternate path to the custom data connector .mez files here.<br> <i>Note</i>: The [company_name] Power BI Connectors install the .mez files to the default folder, <i>Your User Home</i>\Documents\Power BI Desktop\Custom Connectors. </ol> <h3>Configuring the Gateway</h3> <p>Publishing through the gateway requires an installed gateway with access to customer connectors and a configured connection to the DSN for [service] from PowerBI.com</p> <h4>1. Set Up the Gateway</h4> <p> Follow the steps below to configure the gateway on your machine: <p> <ol> <li>Run the [company_name] Power BI Connector installer. If you have not already done so, <a href="https://powerbi.microsoft.com/en-us/gateway/">download the Power BI Gateway</a>. <li>Select the on-premises data gateway (recommended) option. <li>Sign into the gateway. <li>Name the gateway and specify a recovery key. <li><p>In the Connectors step, choose a folder where the gateway will look for the [company_name] Power BI Connector. This article uses <i>C:\Users\PBIEgwService\Documents\Power BI Desktop\Custom Connectors\</i>. Copy the .mez files for the [company_name] Connector (found in <i>C:\Users\USERNAME\Documents\Power BI Desktop\Custom Connectors\</i>) to the folder you configured. </p> <p><i>NOTE</i>: The account configured for the service (<i>NT SERVICE\PBIEgwService</i>) needs to be able to access the folder chosen for the gateway. If needed, you can change the service account in the Service Settings section of the gateway installer.</p> <li>Confirm that the entry [company_name].PowerBI.[rootadoname] is displayed in the list in the Connectors section. <img src="[x|UrlRootAbs]/kb/articles/powerbi-6.png" title="CData Power BI Connectors in the On-Premises Data Gateway."/> </ol> <h4>2. Connect to [service] [datatype] from PowerBI.com</h4> <ol> <li>Add a data source to the gateway: Log into PowerBI.com and from the Settings menu, select Manage Gateways and select your gateway. <li>Select the option to "Allow user's custom data connectors to refresh through this gateway cluster." <li>Click Apply to save your changes. <li>Click the option to add a data source to the gateway. <li>In the Data Source Settings section, enter a name for the data source and in the Data Source Type menu select [company_name] Power BI Connector for [service]. <li>In the Data Source Name box that is displayed, enter the system DSN: [company_name] Power BI [rootadoname]. </ol> <h2>Publish to PowerBI.com</h2> <p> You can now publish refreshable reports and their underlying datasets. Follow the steps below to publish and complete the data refresh configuration for a dataset. </p> </p> <ol> <li>In Power BI Desktop, click Publish on the Home ribbon to publish the report. <li>On PowerBI.com, select the workspace where you uploaded the report. <li>In the Datasets section, click the options menu for the [service] dataset you created, then click Settings. <li>In the Gateway Connection section, enable the option to use a gateway and select your gateway. <li>If you are using the gateway in personal mode, expand the Data Source Credentials node and click Edit Credentials -> Sign In. (This step is not necessary if you are using the default gateway.) </ol> <h2>Refresh a Dataset</h2> <p> Refresh the dataset to provide the current data to your reports. <ul> <li>To refresh manually, open the dataset options menu from your workspace -> Datasets and click Refresh Now. <li>To schedule refreshes, open the dataset options menu from your workspace -> Datasets and click Schedule Refresh. Enable the option to keep your data up to date. Specify the refresh frequency in the menus. <li>In Report view, click Refresh to sync the report with the dataset as you work. </ul> </p> <p> <img src="[x|UrlRootAbs]/kb/articles/powerbi-5.png" title="The uploaded Power BI report. (Salesforce is shown.)"/> </page>. The error was: The value of the attribute could not be accessed: The attribute does not exist.<br><b>URL</b>: /jp/kb/tech/qoo10-powerbi-gateway.rst