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.
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The workbookcan be published and refreshed either from the Tableau Desktop or from the Tableau Cloud. |
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From Tableau Desktop
Open your Tableau Desktop/Public, select or create the workbook you want to refresh, select Server, and then select Publish Workbook.
Select Tableau Cloud.
Sign in to your Tableau Cloud.
In the Location field, select location where you’d like to publish the workbook.
In the Name field, provide name of your workbook.
[Optional] In the Description field, provide a description for your workbook.
Under the Data Source section, select Edit.
In the Publish Type field, select Embedded in workbook.
In the Authentication field, select Allow refresh access.
Select Publish.
You will be automatically redirected to your Tableau Cloud.
Select Schedule data refresh.
Configure all required fields, and then select Create.
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If you need detailed information on each field, refer to the article. |
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The published workbook will be refreshed according to the configured schedule. You can check Last update and Next update. Select Explore → Select your project → Select your workbook you configured refresh for → Select Extract Refresh. |
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Here you can also perform the following action with your scheduled refresh:
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From Tableau Cloud
Sign in to Tableau Cloud with your credentials.
Select or create the workbook you want to refresh, and then select Publish As….
In the Name field, provide name of your workbook.
In the Location field, select location where you’d like to publish the workbook.
Check the Embed password for data source box.
Select Publish.
Select Explore.
Select the project where you have published your workbook.
Select the workbook you want to refresh.
Select Extract Refreshes, and then select New Extract Refresh.
Configure all required fields, and then select Create.
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If you need detailed information on each field, refer to the article. |
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Here you can check Last Update and Next Update. You can Run Now, Resume, Change Frequency, and Delete your scheduled refresh. |
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