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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.

  1. Export data into Power BI Desktop, create the reports or dashboards you need, and then save your file.

  1. Select Publish,and then Sign in with your Power BI Service account (if you are not signed in).

  1. Select a workspace where you’d like to publish your report or dashboard, and then click Select.

Info

Power BI will publish your report or dashboard to your Power BI Service workspace.

Info

After successful publishing, you may review your report by selecting the link or by going directly to your Power BI Service.

4. In your Power BI Service,

  1. Select Workspaces, and then select the workspace where you published your report or dashboard.Under the Datasets section,find the name

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  1. In front of your published report or dashboard

.Select the vertical ellipsis
  1. ,

and then
  1. select Schedule refresh.

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  1. [Optional] Select Edit credentials.

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Info

If you

see the warning “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

.“, select Edit credentials. Image Removed

, follow the steps below. If you don’t face an error, please proceed to step 12.

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  1. In the Authentication method field, select Basic.

  2. In the User name field, enter your Zendesk email.

  3. In the Password field, enter your API token.

  4. Select Sign in.

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12.

  1. Expand

Scheduled
  1. the Refresh section, and then

set it On.Configure the refresh as needed
  1. turn it on.

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  1. Select refresh frequency and time zone, and then select Add another time.

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  1. Configure the time you need, and then select Apply.

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Tip

Now your data set will be refreshed according to the configured schedule.

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Info

To review refresh history, select Refresh history.

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