Configuring Schedule Refresh in Power BI Service

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.

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

• https://docs.microsoft.com/en-us/power-bi/connect-data/refresh-data#configure-scheduled-refresh

• https://docs.microsoft.com/en-us/power-bi/connect-data/refresh-scheduled-refresh

To configure Scheduled refresh, you need to:

1. Export data source to Power BI Desktop

2. Click on Publish and save file (.pbix) format
   
   

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3. Select My workspace and click on the link
   
   

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4. Go to Power BI Service Power BI

5. Click on My workspace → Datasets → Schedule refresh

6. Click Edit credentials in Data source credentials section and and enter your Jira credentials
   
   

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8. Click Scheduled refresh
   The Scheduled refresh section is where you define the frequency and time slots to refresh the dataset.

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

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9. Click Gateway connection and Install personal gateway. After installation switch on Use an On-premises or VNet data gateway option. And add your data source to gateway.

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Configure connection with Basic authorization and click Create

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