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.
Export data into Power BI Desktop, create the reports or dashboards you need, and save your file.
Select Publish,and then sign in to your Power BI Service account (if you are not signed in).
Select a workspace where you’d like to publish your report or dashboard, and then
select Select.
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Power BI will start to publish publishing your report or dashboard to your Power BI Service workspace. |
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After successful publishing, you may review your report by selecting the link or by going directly to your Power BI Service. |
3. Launch
Open your Power BI Service, select Workspaces, and then select the workspace where you published your report or dashboard.
In front of your published report or dashboard, select
Schedule refresh.
[Optional] Select Edit credentials.
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If you |
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Your data experience one of the errors: Failed to test the connection to your data source. Please retry your credentials or Data source can’t be refreshed because the credentials are invalid. Please update your credentials and try again, follow the steps below. |
(5) Select Edit credentials.
(6) Select the Basic authentication method, and then enter your credentials:
User name:If you don’t face an error, please proceed to step 12. |
In the Authentication method field, select Basic.
In the User name, enter token (reserved word).
Password: Access Token
In the Password field, enter your access token.
Select Sign in.
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If you don’t have such a message, please procced to step 8. |
8. Expand Scheduled Refresh.gif?version=1&modificationDate=1706701545238&cacheVersion=1&api=v2&width=882)
Expand the Refresh section, and then
turn it
on.
Fill out all the fields to configure the refresh.
Select refresh frequency and time zone, and then select Add another time.
Configure the time you need, and then select Apply.
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Now your data set will be refreshed according to the configured schedule. |
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To review refresh history select Refresh history. |
