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.
Export data into Power BI Desktop, create the reports or dashboards you need, and then save your file.
Select Publish, and then 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, 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.
In your Power BI Service, select the workspace where you published your report or dashboard.
Under the Datasets section, find the name of your published report or dashboard.
Select the vertical ellipsis, and then select Schedule refresh.
If you see the warning “Your data source can’t be refreshed because the credentials are invalid. Please update your credentials and try again.“, select Edit credentials.
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.
How to find the credentials is explained in this guide, step 5.
Expand Scheduled Refresh, and then set it On.
Configure the refresh as needed, and then select Apply.
Now your data set will be refreshed according to the configured schedule.
To review refresh history, select Refresh history.
Actual data appears according to the manual preparation or to the preparation schedule you configured in your shop. Data preparation can take up to several hours, depending on its size. So, for example, if you want to export fresh data in the morning, you need to plan an update for the night.
