Users can publish Power BI reports and dashboards in Power BI Server or Power BI Service. However, the Power BI reports and dashboards won’t refresh unless users apply a refresh, either based on a refresh schedule or on-demand. Scheduled Refreshes are the scheduling tasks set for data extract refresh so that they get refreshed automatically while publishing a report and dashboard with data extract. This also removes the burden of republishing the reports and dashboards every time the concerned data gets updated.
Import data into Power BI Desktop, create the reports or dashboards you need, and save your file.
Click Publish and Sign in with your Power BI Service account (if you are not signed in)
Select a workspace where you’d like to publish your report or dashboard. Click Select.
Power BI will start to publish your report or dashboard to your Power BI Service workspace.
After successful publishing you may review your report by clicking on the link or by going directly to your Power BI Service.
In your Power BI Service:
select the workspace where you published your report or dashboard
under the Datasets find the name of your published report or dashboard and click on the vertical ellipsis
in the opened menu select Schedule refresh
In the Schedule refresh window:
If you see the message that your data source can’t be refreshed simply click Edit credentials and provide your data source with credentials selecting the Basic authorization.
select Basic authentication method
enter your connector credentials:
User name: blank
Password: Access Token
click Sign in
Expand Scheduled Refresh
set it ‘On’
fill out all the fields to configure the refresh
click Apply to apply the changes
Now your data set will be refreshing according to configured schedule.
To review refresh history click Refresh history.
To set up and refresh published extracts on a schedule you should use Tableau Bridge to keep data fresh.
Tableau Bridge works in conjunction with Tableau Online to keep Web Data Connectors, which Tableau Online can't reach directly, up to date.
Go to the Tableau Bridge Downloads and Release Notes page and download the current version.
2. Install the Tableau Bridge on your computer by executing downloaded file. Please follow the simple installer instructions to complete the installation.
For more information please refer to the Tableau Online Help article Install Bridge.
3. After Tableau Bridge has been installed, it will ask you to sign in to Tableau Bridge using your Tableau Online credentials.
4. In Tableau Desktop prepare the Workbook you’d like to publish to Tableau Online.
Then in main navigation menu of Tableau Desktop select Server and choose Publish Workbook.
5. Click link Tableau Online to connect. It will open Sign in window. Sign in with your Tableau Online credentials.
6. In the “Publish Workbook to Tableau Online” dialog dialog box, configure the various options for your data source like
Select the Project where you’d like to publish the workbook
Give it a name and description (optionally)
Click Edit link next to the Data Source to manage data source publish type and authentication
Since the Bridge keeps data fresh for published data sources only, i.e., data sources published separately from workbooks, and Bridge can't keep data fresh in data sources embedded in workbooks, set the Publish type = “Published separately” and Authentication = Embedded password.
Click Publish to publish the Workbook.
7. To set up scheduled refresh go to the Tableau Online, click Explore at the left navigation panel and select the project you chose for publishing the Workbook. At the project page select Extract
8. Switch to the Extract Refreshes tab and click New Extract Refresh button.
In opened window
Switch to the Bridge(legacy) tab
Choose a computer on your network where a Bridge client is installed and you are signed in
Configure the refresh schedule. Monthly, Weekly, Daily and Hourly refreshes are available with the set of additional settings like day and time.
Click Schedule Refresh button.
9. Since you use the Bridge (legacy) schedule to refresh your data sources, you must embed the Jira user credentials in the connection information in the Bridge client. This task must be done even if you embedded the database credentials at publishing time on Tableau Desktop.
Do the following:
Open the Windows system tray and click the Bridge icon to open the client.
Point to the data source, and then click the Edit icon.
In the dialog box, enter the Jira user credentials required for accessing the data, and then click Save.