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manoj_0911's avatar
manoj_0911
Kudo Commander
1 month ago
Solved

Recommended Deployment Process for Incremental Refresh Changes

I would like to confirm the recommended deployment process when making model changes to a Power BI semantic model that uses Incremental Refresh.

For example:

  • A new column is added to the source view.

  • Incremental Refresh settings are modified.

  • A new partition column is introduced.

Could you please confirm the recommended sequence?

  1. Is a full refresh in Power BI Desktop required before publishing?

  2. After publishing, is a dataset refresh in the Power BI Service sufficient, or are additional steps recommended?

  3. When Incremental Refresh settings are changed, is it necessary to publish twice (once without Incremental Refresh and again with Incremental Refresh), or is a single publish followed by a Service refresh the recommended approach?

  4. Is there any Microsoft documentation describing the recommended deployment process for semantic models that use Incremental Refresh?

Thank you.

  • Hi manoj_0911,

    For an existing semantic model that already has Incremental Refresh enabled, the usual deployment approach is as follows - 

    1. New column added to the source view

    • Update the model in Power BI Desktop.
    • Republish the semantic model.
    • Run a refresh in the Power BI Service.

    2. Incremental Refresh policy changes (archive period, refresh period, detect data changes, etc.)

    • Modify the policy in Desktop.
    • Republish the model.
    • Trigger a Service refresh so Power BI can re-evaluate and manage partitions based on the updated policy.

    3. Changing the partition/date column

    • Update the RangeStart/RangeEnd filtering and Incremental Refresh configuration.
    • Republish the model.
    • Perform a Service refresh to rebuild partitions using the new partitioning logic.

    Incremental Refresh partitions are created and maintained by the Power BI Service during refresh operations. 
    If you're using Premium/Fabric capacity with XMLA read-write enabled, there are additional deployment options - 

    • Using tools such as SSMS or Tabular Editor, you can perform metadata-only deployments, manage partitions directly, and execute targeted partition refreshes rather than republishing the entire model.
    • This is often preferred for large models where preserving existing partitions is important. 

    For most deployments the recommended sequence is Modify β†’ Publish β†’ Service Refresh.

    XMLA/SSMS-based partition management is only needed for advanced scenarios requiring fine-grained control over partitions and refresh operations.


    πŸ“ŒMicrosoft reference - 

    1. Configure incremental refresh for Power BI semantic models - Power BI | Microsoft Learn
    2. Configure incremental refresh and real-time data for Power BI semantic models - Power BI | Microsoft Learn
    3. Advanced Incremental Refresh and Real-Time Data With the XMLA Endpoint in Power BI - Power BI | Microsoft Learn

     

    πŸ’‘ Helpful? Give a Kudos πŸ‘ β€” keep the community growing
    βœ… Solved your issue? Mark as Solution βœ”οΈ β€” help others find it faster

    Best regards,
    Rupasree Achari | BI & Fabric Analytics Engineer

5 Replies

  • Rupa01's avatar
    Rupa01
    Solution Sage

    Hi manoj_0911,

    For an existing semantic model that already has Incremental Refresh enabled, the usual deployment approach is as follows - 

    1. New column added to the source view

    • Update the model in Power BI Desktop.
    • Republish the semantic model.
    • Run a refresh in the Power BI Service.

    2. Incremental Refresh policy changes (archive period, refresh period, detect data changes, etc.)

    • Modify the policy in Desktop.
    • Republish the model.
    • Trigger a Service refresh so Power BI can re-evaluate and manage partitions based on the updated policy.

    3. Changing the partition/date column

    • Update the RangeStart/RangeEnd filtering and Incremental Refresh configuration.
    • Republish the model.
    • Perform a Service refresh to rebuild partitions using the new partitioning logic.

    Incremental Refresh partitions are created and maintained by the Power BI Service during refresh operations. 
    If you're using Premium/Fabric capacity with XMLA read-write enabled, there are additional deployment options - 

    • Using tools such as SSMS or Tabular Editor, you can perform metadata-only deployments, manage partitions directly, and execute targeted partition refreshes rather than republishing the entire model.
    • This is often preferred for large models where preserving existing partitions is important. 

    For most deployments the recommended sequence is Modify β†’ Publish β†’ Service Refresh.

    XMLA/SSMS-based partition management is only needed for advanced scenarios requiring fine-grained control over partitions and refresh operations.


    πŸ“ŒMicrosoft reference - 

    1. Configure incremental refresh for Power BI semantic models - Power BI | Microsoft Learn
    2. Configure incremental refresh and real-time data for Power BI semantic models - Power BI | Microsoft Learn
    3. Advanced Incremental Refresh and Real-Time Data With the XMLA Endpoint in Power BI - Power BI | Microsoft Learn

     

    πŸ’‘ Helpful? Give a Kudos πŸ‘ β€” keep the community growing
    βœ… Solved your issue? Mark as Solution βœ”οΈ β€” help others find it faster

    Best regards,
    Rupasree Achari | BI & Fabric Analytics Engineer
  • Hello manoj_0911 

     

    1) Is a full refresh in Power BI Desktop required before publishing?

    Answer: No, the full refresh in Power BI Desktop is not recommnded one. why bcz, PBi desk to can't handle huge data refresh, somtimes it may hang or stuck. 

     

    2) After publishing, is a dataset refresh in the Power BI Service sufficient, or are additional steps recommended?

    Answer: Just semantic model refresh is sufficiant, no additonal steps reuqired

     

    3) When Incremental Refresh settings are changed, is it necessary to publish twice (once without Incremental Refresh and again with Incremental Refresh), or is a single publish followed by a Service refresh the recommended approach?

    Answer: Not required, change settings in Power Bi desktop and refresh the semnatic model in services. The Services will detecct the new change and automatiically drop the old partitionss and build the new partition structure and populate the relevant data into report.

     

    4)Is there any Microsoft documentation describing the recommended deployment process for semantic models that use Incremental Refresh?

    Answer:  Pls read this links below

    Configure incremental refresh and real-time data for Power BI semantic models - Power BI | Microsoft Learn

    Advanced Incremental Refresh and Real-Time Data With the XMLA Endpoint in Power BI - Power BI | Microsoft Learn

    https://learn.microsoft.com/en-us/power-bi/connect-data/incremental-refresh-xmla

    https://learn.microsoft.com/en-us/power-bi/connect-data/incremental-refresh-configure

     

    Thank you!!

     

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  • Kagiyama_yutaka's avatar
    Kagiyama_yutaka
    Responsive Resident

    The safe flow is to publish the updated model and run a refresh in the Power BI Service, because incremental refresh is applied only during a Service refresh.
    a full Desktop refresh isn’t needed, and one publish covers changes like new columns or policy updates.

  • v-saisrao-msft's avatar
    v-saisrao-msft
    Community Support

    Hi manoj_0911,

    Checking in to see if your issue has been resolved. let us know if you still need any assistance.

     

    Thank you.