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+Dataflows find the name of your published report or dashboard
Hover the Dataset name and click Schedule refresh button
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: Login copied from the QuickBooks → Power BI Connector → Menu → Settings
Password: Password copied from the QuickBooks → Power BI Connector → Menu → Settings
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 the configured schedule.
To review refresh history click Refresh history.
