The Ultimate Guide to Power BI Scheduled Refresh
Disclaimer: This content is provided for informational purposes only and does not intend to substitute financial, educational, health, nutritional, medical, legal, etc advice provided by a professional.
The Ultimate Guide to Power BI Scheduled Refresh
Welcome to the ultimate guide on how to schedule refresh in Power BI! If you're new to Power BI or looking to optimize your data refresh process, you've come to the right place. In this comprehensive guide, we'll cover everything you need to know about configuring and managing scheduled refreshes in Power BI.
In this article
- Gateway connection
- Data source credentials
- Scheduled refresh
- What's supported?
- Troubleshooting
- Related content
- Feedback
- Additional resources
Understanding Power BI Scheduled Refresh
Power BI Scheduled Refresh allows you to keep your Power BI reports and dashboards up-to-date with the latest data from your data sources. Whether you're using on-premises data or cloud-based data, Power BI gives you the flexibility to schedule the refresh process according to your business needs.
Gateway connection
One of the key components of Power BI Scheduled Refresh is the gateway connection. The gateway acts as a bridge between your on-premises data sources and the Power BI service. It enables Power BI to securely access and refresh the data from your on-premises sources.
Data source credentials
When configuring scheduled refresh, you'll need to provide the necessary credentials to access your data sources. This ensures that Power BI can connect to the data sources and refresh the data without any issues.
Scheduled refresh
The heart of Power BI Scheduled Refresh is, of course, the scheduling itself. You can choose the frequency at which you want Power BI to refresh your data, whether it's daily, weekly, or monthly. You can also specify the time of day when the refresh should occur.
What's supported?
Power BI supports a wide range of data sources for scheduled refresh. Whether you're using Excel files, SQL databases, SharePoint lists, or even cloud-based sources like Azure SQL Database or Google Analytics, Power BI has you covered.
Troubleshooting
While Power BI Scheduled Refresh is designed to be reliable and efficient, you may encounter issues from time to time. In this section, we'll explore common troubleshooting tips and techniques to help you resolve any refresh issues quickly.
Related content
Looking to expand your knowledge on Power BI Scheduled Refresh? Check out these related articles and resources to further enhance your understanding and skills.
Feedback
We value your feedback! If you have any suggestions or ideas to improve Power BI Scheduled Refresh, we'd love to hear from you. Your feedback helps us make Power BI even better.
Additional resources
For more in-depth information and step-by-step guides on Power BI Scheduled Refresh, be sure to explore these additional resources:
- Resource 1
- Resource 2
Automatic Data Refresh - How to do it?
Another important aspect of data refresh in Power BI is automatic refresh. With automatic refresh, you can ensure that your data is always up-to-date without manual intervention. In this section, we'll explore how to set up automatic data refresh in Power BI.
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Data Refresh in Power BI
Data refresh is a critical process in Power BI that ensures your reports and dashboards reflect the latest data from your data sources. In this section, we'll dive deeper into the data refresh features of Power BI and their dependencies.
Storage modes and semantic model types
Understanding the storage modes and semantic model types in Power BI is essential for optimizing your data refresh process. This section will guide you through the different storage modes and semantic model types and their implications for data refresh.
Power BI refresh types
Power BI offers different refresh types to accommodate various data scenarios. Whether you're dealing with live connections, direct query, or imported data, Power BI has refresh options to meet your needs.
Connecting to on-premises data sources
If you have on-premises data sources, connecting them to Power BI requires additional configuration. This section will walk you through the steps to connect to on-premises data sources and set up scheduled refresh.
Accessing cloud data sources
Power BI seamlessly integrates with various cloud data sources, such as Azure SQL Database and Google Analytics. Learn how to access and refresh cloud data sources in Power BI in this section.
Configuring query parameters
Query parameters allow you to create dynamic and interactive reports in Power BI. This section will show you how to configure query parameters and ensure they are properly refreshed.
Setting a refresh schedule
Setting a refresh schedule is crucial for keeping your Power BI reports up-to-date. In this section, we'll explore the different options for setting a refresh schedule and best practices to ensure smooth and efficient data refresh.
Getting refresh failure notifications
In the unfortunate event of a refresh failure, it's important to be notified promptly. Power BI provides notifications and alerts to help you identify and resolve refresh failures. Learn how to set up refresh failure notifications in this section.
Checking refresh status and history
Monitoring the refresh status and history of your Power BI reports is essential for ensuring data accuracy. This section will guide you through the process of checking refresh status and history in Power BI.
How to Set Up a Scheduled Refresh for Power BI
If you're ready to set up scheduled refresh for your Power BI reports, this section will walk you through the step-by-step process. From installing the On-Premises Data Gateway to configuring the data connection, we've got you covered.
Step 1. Install On-Premises Data Gateway
The first step in setting up scheduled refresh is installing the On-Premises Data Gateway. This gateway enables Power BI to securely access your on-premises data sources. We'll show you how to install the gateway in this section.
Step 2. Configure the Data Gateway
After installing the gateway, you'll need to configure it to establish a connection between Power BI and your on-premises data sources. This section will guide you through the configuration process.
Step 3. Publish Your Report and Configure the Data Connection
With the gateway configured, it's time to publish your Power BI report and configure the data connection. We'll walk you through the steps to publish your report and establish the data connection in this section.
Step 4. Set Up Scheduled Refresh
Finally, it's time to set up the scheduled refresh for your Power BI report. We'll show you how to specify the refresh frequency and time of day, ensuring your data is always up-to-date.
Re: Your scheduled refresh has been paused (How to stop this for some Reports?)
If you're experiencing issues with your scheduled refresh being paused for certain reports, this section will provide valuable insights. We'll explore how to troubleshoot and resolve this issue effectively.
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The Fabric Career Hub is a great resource for professionals looking to advance their careers in Power BI. Discover a wealth of training and resources to help you excel in the field.
Disclaimer: This content is provided for informational purposes only and does not intend to substitute financial, educational, health, nutritional, medical, legal, etc advice provided by a professional.
