Schedule Refresh on Power BI Service

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 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 select Select.

Power BI will start publishing 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.

 

  1. Select Workspaces, and then select the workspace where you published your report or dashboard.

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  1. In front of your published report or dashboard, select Schedule refresh.

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  1. [Optional] Select Edit credentials.

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.

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Edit credentials 1.gif

 

  1. In the Authentication method field, select Basic.

  2. In the User name, paste the login copied from QuickBooks → Power BI Connector → Menu → Settings.

  3. In the Password field, paste the password copied from the QuickBooks → Power BI Connector → Menu → Settings.

  4. Select Sign in.

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  1. Expand the Refresh section, and then turn it on.

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

Refresh frequency, Time zone, Time.gif

 

  1. 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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