1. Import Export data into Power BI Desktop, create the reports or dashboards you need, and save your file.
2. Click Select Publish,and then select Sign in with your Power BI Service account (if you are not signed in).
3.
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 publishing your report or dashboard to your Power BI Service workspace. |
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After successful publishing, you may review your report by clicking on the link or by going directly to your Power BI Service. |
5. In 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.
6. In the Schedule refresh window select the data set for configuring scheduled refresh
7. In the Schedule refresh window:
click Edit credentials and provide your data source with credentials.
select Basic authentication method
enter ServiceNow user name and password
click Sign in
8. Expand Scheduled Refresh
set it ‘On’
fill out all the fields to configure the refresh
[Optional] Select Edit credentials.
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If you 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. If you don’t face an error, please proceed to step 12. |
In the Authentication method field, select Basic.
In the User name, enter your ServiceNow username.
In the Password field, enter your ServiceNow password.
Select Sign in.
Expand the Refresh section, and then turn it on.
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. |
8. To review refresh history click Refresh history
