We have linked Insightly to Power BI and created some report visualisations of COMPLETED TASKS.
The Insightly data is not being updated in our report when refreshed (since we first created the report):
- Numerical data not being updated.
- Some dropdown filter options in the drop downs of some elements are not up-to-date. Eg TASK CATEGORIES will not display newer or edited category names made in Insightly. This is affecting the legend (when TASK CATEGORIES are used).
To refresh I am:
- Manually refresh the Insightly data (Left Menu > Datasets (Insightly) > ... > REFRESH NOW)
- Also, whilst in the report (Edit Report) > Refresh (in the top menu).
I am doing this in My Workspaces > REPORTS > Task (the name of the report).
I am using the free web version of Power BI on a MacBook in Chrome (Version 63.0.3239.132 (Official Build) (64-bit))