How To Automate Refresh In Power Bi

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How to Automate Refresh in Power BI

Automating refresh in Power BI is a useful feature that allows you to schedule data refreshes for your Power BI reports or dashboards. This ensures that you are always working with the most up-to-date data without needing to manually refresh the reports.

Here are the steps to automate refresh in Power BI:

  1. Open your Power BI Desktop application and load your report or dashboard.
  2. Click on the “File” menu and select “Options and settings”, then choose “Data source settings”.
  3. In the “Global permissions” tab, click on the “Schedule refresh” button.
  4. Check the box next to “Enable scheduled refresh” to activate the feature.
  5. Specify the refresh frequency by selecting the desired refresh interval.
  6. Provide the necessary credentials for the data sources used in your report.
  7. Click on the “OK” button to save the changes.

Once you have completed these steps, Power BI will automatically refresh your data based on the specified schedule. This ensures that your reports and dashboards are always up-to-date and reflect the latest data.

It’s important to note that the ability to schedule refreshes might require appropriate permissions and access to the data sources. Additionally, the refresh capability can vary depending on your specific Power BI edition or subscription.

Example:

Let’s say you have a Power BI report connected to an Excel workbook hosted on OneDrive. You want to automate the refresh of this report on a daily basis.

  1. Open your Power BI Desktop application and load the report.
  2. Go to “File” -> “Options and settings” -> “Data source settings”.
  3. In the “Global permissions” tab, click on “Schedule refresh”.
  4. Enable scheduled refresh and set the refresh interval to “Daily”.
  5. Provide your OneDrive credentials when prompted.
  6. Save the changes and close the options menu.

Now, your Power BI report will automatically refresh from the Excel file on OneDrive every day, ensuring that you have the latest data in your report.

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