Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Understanding data refresh
Whenever you refresh data, Power BI must query the underlying data sources, possibly load the source data into a dataset, and then update any visualizations in your reports or dashboards that rely on the updated dataset. Power BI enables you to go from data to insight to action quickly, yet you must make sure the data in your Power BI reports and dashboards is recent. Knowing how to refresh the data is often critical in delivering accurate results.

Info

To configure Scheduled refresh, you need to:
1. Export connector to Power BI Desktop
2. Click on Publish and save file (.pbix) format

Info

3. Select My workspace and click on the link

Info

4. Go to Power BI Service https://app.powerbi.com/
5. Click on My workspace--> Datasets-->Schedule refresh

Info

6. Click Gateway connection and Install personal gateway

Note

7. Click Data source credentials
Important: select authentication method Basic for Gateway connection

Info

8. Click Scheduled refresh
The Scheduled refresh section is where you define the frequency and time slots to refresh the dataset. Some data sources do not require a gateway to be configurable for refresh; other data sources require a gateway.

Set the Keep your data up to date slider to On to configure the settings.

Image RemovedImage Added

You can find more detailed information on setting up scheduled refresh here: