How To Auto Refresh Data In Power Bi

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How to Auto Refresh Data in Power BI

Refreshing data automatically in Power BI can be achieved using two methods: using Scheduled Refresh or using a DirectQuery connection.

1. Using Scheduled Refresh

Scheduled Refresh is a feature available in Power BI that allows you to set a schedule for refreshing data. This method is suitable when your data source is not a DirectQuery source and you want to refresh the data at regular intervals.

To use Scheduled Refresh:

  1. Open your Power BI Desktop file.
  2. Click on “File” in the top menu, then select “Options and settings” and click on “Options”.
  3. In the Options dialog box, select “Data Load” from the left-hand sidebar.
  4. Select “Scheduled Refresh” and click on “Enable Load” under the “Scheduled Refresh” section.
  5. Choose the frequency and time of the data refresh.
  6. Click on “OK” to save the settings.
  7. Publish the report to Power BI Service.
  8. In Power BI Service, go to the dataset settings and ensure that “Scheduled Refresh” is enabled.

Power BI will now automatically refresh the data as per the defined schedule.

2. Using DirectQuery

If your data source is a DirectQuery source, you can take advantage of its real-time querying capabilities. With DirectQuery, Power BI connects directly to the data source and retrieves updated data on every query.

To use DirectQuery:

  1. Create a new Power BI Desktop file or open an existing one.
  2. Click on “Get Data” in the Home tab of the Ribbon.
  3. Select your data source type and provide the necessary connection details.
  4. Choose the DirectQuery option instead of Import, if available.
  5. Click on “Load” to load the data into Power BI.
  6. Build your report using the DirectQuery data.
  7. Whenever you interact with the report, Power BI will send queries to the data source and retrieve updated data in real-time.

This method ensures that you always have the latest data without the need for manual refreshing.

These are the two main methods for auto-refreshing data in Power BI. Choose the one that suits your requirements based on your data source and desired refresh frequency.

Hope this helps!

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