Skip to main content

Setting up data refresh schedules

Setting up data refresh schedules in Power BI ensures that your reports and dashboards stay up-to-date with the latest data from your data sources. Here's how to set up data refresh schedules in Power BI:


Step 1: Configure Data Source Credentials

  1. Navigate to Dataset:

    • Open your report in Power BI Service and navigate to the dataset that you want to refresh.

  2. Manage Data Source Credentials:

    • Click on the ellipsis (...) next to the dataset name and select "Settings".
    • Under "Data source credentials", ensure that the credentials for connecting to the data source are configured correctly.
    • Update credentials if needed and click "Apply".

Step 2: Set up Scheduled Refresh

  1. Navigate to Dataset Settings:

    • In the dataset settings, scroll down to the "Scheduled refresh" section.

  2. Enable Scheduled Refresh:

    • Toggle the "Keep data updated" switch to enable scheduled refresh.

  3. Set Refresh Frequency:

    • Choose the frequency at which you want the data to refresh (daily, weekly, or custom).
    • If selecting custom, specify the days and times for the refresh to occur.

  4. Configure Time Zone:

    • Ensure that the time zone settings are configured correctly to match the time zone of your data source.

  5. Apply Settings:

    • Click on "Apply" to save the scheduled refresh settings.

Step 3: Verify and Monitor Refresh History

  1. Verify Refresh Settings:

    • Review the refresh settings to ensure they are configured correctly.

  2. Monitor Refresh History:

    • Monitor the refresh history to track the success or failure of data refreshes.
    • Click on "Refresh history" to view details of past refreshes, including start time, duration, and status.

  3. Configure Alerts:

    • Set up email notifications or alerts to be notified of refresh failures or issues.

Considerations:

  • Gateway Connection: If your data source is an on-premises data source, you'll need to set up a gateway and ensure it's configured correctly for scheduled refresh.

  • Data Volume: Consider the volume of data being refreshed and adjust the refresh frequency accordingly to avoid performance issues.

  • Data Source Limitations: Some data sources may have limitations on refresh frequency or maximum data size. Check the documentation for your specific data source.

  • Permissions: Ensure that the user configuring the scheduled refresh has sufficient permissions to access the dataset and data source.


By following these steps, you can set up data refresh schedules in Power BI to keep your reports and dashboards updated with the latest data automatically.

Comments

Post a Comment

Popular posts from this blog

Power BI tenant settings and admin portal

As of my last update, Power BI offers a dedicated admin portal for managing settings and configurations at the tenant level. Here's an overview of Power BI tenant settings and the admin portal: 1. Power BI Admin Portal: Access : The Power BI admin portal is accessible to users with admin privileges in the Power BI service. URL : You can access the admin portal at https://app.powerbi.com/admin-portal . 2. Tenant Settings: General Settings : Configure general settings such as tenant name, regional settings, and language settings. Tenant Administration : Manage user licenses, permissions, and access rights for Power BI within the organization. Usage Metrics : View usage metrics and reports to understand how Power BI is being used across the organization. Service Health : Monitor the health status of the Power BI service and receive notifications about service incidents and outages. Audit Logs : Access audit logs to track user activities, access requests, and administrative actions wit...
Post a Comment
Read more

Understanding the Power BI ecosystem and workflow

Understanding the Power BI ecosystem and workflow involves getting familiar with the various components of Power BI and how they interact to provide a comprehensive data analysis and visualization solution. Here's a detailed explanation: Power BI Ecosystem The Power BI ecosystem consists of several interconnected components that work together to enable users to connect to data sources, transform and model data, create visualizations, and share insights. The main components are: Power BI Desktop Power BI Service Power BI Mobile Power BI Gateway Power BI Report Server Power BI Embedded PowerBI Workflow Here’s a typical workflow in the Power BI ecosystem: Step 1: Connect to Data Sources Power BI Desktop:  Connect to various data sources like Excel, SQL databases, cloud services, and more. Power BI Gateway:  If using on-premises data sources, install and configure the gateway for secure data transfer. Step 2: Data Transformation and Modeling Power BI Desktop:  Use Power Query...
Post a Comment
Read more

DAX UPPER Function

The DAX UPPER function in Power BI is used to convert all characters in a text string to uppercase. This function is useful for standardizing text data, ensuring consistency in text values, and performing case-insensitive comparisons. Syntax: UPPER(<text>) <text>: The text string that you want to convert to uppercase. Purpose: The UPPER function helps ensure that text data is consistently formatted in uppercase. This can be essential for tasks like data cleaning, preparing text for comparisons, and ensuring uniformity in text-based fields. E xample: Suppose you have a table named "Customers" with a column "Name" that contains names in mixed case. You want to create a new column that shows all names in uppercase. UppercaseName = UPPER(Customers[Name]) Example Scenario: Assume you have the following "Customers" table: You can use the UPPER function as follows: Using the UPPER function, you can convert all names to uppercase: UppercaseName = ...
Post a Comment
Read more