How To Automatically Refresh Power Bi Reports

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How to Automatically Refresh Power BI Reports

There are several ways to automatically refresh Power BI reports. Here are a few methods:

1. Using the Power BI Scheduled Refresh

Power BI provides a built-in scheduled refresh feature that allows you to refresh your data at regular intervals. To configure this, follow these steps:

  1. Open your Power BI Desktop application and go to the “File” menu.
  2. Select “Options and settings” and then “Options”.
  3. In the options window, go to the “Data Load” category on the left panel.
  4. Under the “Data Load” category, you will find “Scheduled Refresh”. Click on it.
  5. Turn on the “Keep your data up to date” toggle switch.
  6. Enable the desired refresh frequency (daily, weekly, etc.) and set the refresh time.
  7. Save your changes.
  8. Publish your report to the Power BI service.

2. Using Power Automate (formerly Microsoft Flow)

Power Automate is a cloud-based service that allows you to create automated workflows across various applications and services. You can use Power Automate to trigger a refresh for your Power BI report based on specific events, such as when new data is updated in your data source. Here’s how you can set it up:

  1. Go to the Power Automate website (https://flow.microsoft.com/) and sign in with your Microsoft account.
  2. Create a new flow by clicking on the “My flows” tab and then the “+ New” button.
  3. Choose a trigger that suits your requirement, for example, “When a file is modified (properties only)” if your data source is a file.
  4. Configure the trigger and connect it to your Power BI report.
  5. Add an action to refresh the Power BI report by searching for “Power BI” in the actions list and selecting the “Refresh a dataset” action.
  6. Configure the “Refresh a dataset” action with the appropriate dataset details.
  7. Save and test your flow.

Example:

Let’s assume you have a Power BI report connected to a SQL Server database. You want to refresh the report daily at 8 AM. Here’s how you can achieve it using the Power BI Scheduled Refresh:

  1. Open your Power BI Desktop application and go to the “File” menu.
  2. Select “Options and settings” and then “Options”.
  3. In the options window, go to the “Data Load” category on the left panel.
  4. Under the “Data Load” category, click on “Scheduled Refresh”.
  5. Toggle on the “Keep your data up to date” switch.
  6. Set the refresh frequency to “Daily” and specify the refresh time as 8 AM.
  7. Save your changes.
  8. Publish your report to the Power BI service.

This will ensure that your Power BI report is automatically refreshed every day at 8 AM, keeping your data up to date.

Note:

These are just a few techniques to automatically refresh Power BI reports. Depending on your specific requirements and environment, there might be additional or alternative methods available that suit your needs.

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