Schedule a Refresh on Power BI Service

Owned by Liubov Topchyi
Last updated: Mar 11, 2024 by Liliia Ostrovska
3 min read

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

 

  1. Select Publish, and then select 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.

 

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

 

  1. [Optional] If it’s required, expand the Gateway and cloud connections section and set up a gateway connection according to your specific needs.

If you don’t have a gateway installed, please follow the guide Download and install a standard gateway. You may use on-premises data gateway or on-premises data gateway (personal mode). Please find more details here.

If you need assistance in configuring the gateway, please contact your Network administrator.

You may also refer to this article for additional information - Add or remove a gateway data source.

 

  1. [Optional] Select Edit credentials.

 

  1. In the Authentication method field, select Basic.

  2. In the User name, enter your Jira username.

  3. In the Password field, enter your Jira password.

  4. Select Sign in.

 

 

 

 

 

 

 

 

 

 

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

 

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

 

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