Schedule Refresh on Power BI Service
- Liubov Topchyi
- Liliia Ostrovska
Users can publish Power BI reports and dashboards in ย Power BI Server or Power BI Service. However, the Power BI reports and dashboards wonโt 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.
ย
Export data into Power BI Desktop, create the reports or dashboards you need, and then save your file.
ย
Select Publish, and then Sign in with your Power BI Service account (if you are not signed in).
Select a workspace where youโd like to publish your report or dashboard, and then click Select.
Power BI will publish your report or dashboard to your Power BI Service workspace.
After successful publishing, you may review your report by selecting the link or by going directly to your Power BI Service.
ย
Select Workspaces, and then select the workspace where you published your report or dashboard.
ย
In front of your published report or dashboard, select Schedule refresh.
ย
ย
ย
ย
ย
ย
ย
[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 canโt be refreshed because the credentials are invalid. Please update your credentials and try again, follow the steps below. If you donโt face an error, please proceed to step 12.
ย
In the Authentication method, select Basic.
In the User name field, enter the copied Login credential.
In the Password field, enter the copied Password credential.
Select Sign in.
ย
Expand the Refresh section, and then turn it on.
ย
Select refresh frequency and time zone, and then select Add another time.
ย
Configure the time you need, and then select Apply.
ย
ย
ย