How To Automatically Refresh Power Bi Dashboard

How to Automatically Refresh Power BI Dashboard

To automatically refresh a Power BI dashboard, you can use Power BI’s built-in scheduling feature or leverage other automation tools. Here are two approaches:

1. Power BI Scheduled Refresh:

Power BI provides a scheduling feature that allows you to set up automatic data refreshes for your dashboards. This option is available for datasets that are connected to supported data sources.

To enable scheduled refresh for your dashboard, follow these steps:

Open your Power BI workspace and locate the dataset associated with the dashboard you want to refresh.
Select the dataset and click on the “Schedule Refresh” option in the “Home” tab.
In the “Schedule Refresh” settings, specify the frequency and time for the refresh.
Ensure that the credentials used to connect to the data source have appropriate permissions for accessing the data.
Save the settings and Power BI will automatically refresh the dashboard based on your specified schedule.

2. Using External Automation Tools:

If you need more flexibility or want to automate the refresh process beyond Power BI’s scheduling feature, you can utilize external automation tools or scripting languages like PowerShell.

Here’s an example of using PowerShell to automate Power BI dashboard refresh:


  # Install required module
  Install-Module -Name MicrosoftPowerBIMgmt
  
  # Connect to Power BI service
  Connect-PowerBIServiceAccount -ServicePrincipal -TenantId "YOUR_TENANT_ID" -ApplicationId "YOUR_APP_ID" -CertificateThumbprint "YOUR_CERT_THUMBPRINT"
  
  # Get the dashboard ID
  $dashboardId = "YOUR_DASHBOARD_ID"
  
  # Trigger the refresh
  Invoke-PowerBIRestMethod -Url "https://api.powerbi.com/v1.0/myorg/dashboards/$dashboardId/refreshes" -Method POST

In the above example, replace “YOUR_TENANT_ID”, “YOUR_APP_ID”, “YOUR_CERT_THUMBPRINT”, and “YOUR_DASHBOARD_ID” with your own values. This script, when executed based on your chosen automation schedule (e.g., using Task Scheduler), will trigger the refresh of the specified Power BI dashboard.

By employing either Power BI’s built-in scheduling or using external automation tools, you can ensure that your Power BI dashboards are automatically refreshed with the latest data.

How To Automatically Refresh Power Bi Dashboard