Forum Discussion
Refresh data
Hi there, I'm new to Power BI and am having trouble working out the steps to schedule a refresh. Can you please explain the steps? thanks
Hi there, Can you please help further because I cannot edit the Data Source credentials, see photo below:
Many thanks
Jillian
9 Replies
- MasonMASuper User
Hi,
After you published your report in Power BI Service, look for the Semantic model right next to your report (It should look like the one with icon in this below screenshot.)
Click "..." and go into Settings.
In setting, you should be able to find Scheduled refresh and you can set it up there.
- JDBMNew Member
Thankyou for your reply, This option is grey and I cannot edit it. See screen shot below. Can you help me further regarding why?
- MasonMASuper User
What is your data source?
There can be multiple reasons. For example a missing gateway. You may refer to below posts to see how they are fixed.
https://community.fabric.microsoft.com/t5/Report-Server/Enable-Scheduled-Refresh/m-p/4285799
- cengizhanarslanSuper User
1) Publish the report
In Power BI Desktop:
Click Publish
Choose the target workspace
2) Go to the dataset in Power BI Service
Go to the workspace
Find your semantic model (dataset)
(same name as the report, unless renamed)
3) Configure data source credentials
Click … (More options) next to the dataset
Select Settings
Under Data source credentials
Click Edit credentials
Sign in using the correct authentication method
4) Set up the refresh schedule
Still in Dataset Settings:
Expand Scheduled refresh
Turn Keep your data up to date → On
Choose:
Frequency (Daily / Weekly)
Time(s)
Time zone
Click Apply
- JDBMNew Member
Thankyou very much for the assistance. Unfortunately "Data source credentials" is greyed out, see photo below. I am hoping out IT provider can work it out for me. Have a great day.
- v-ssriganeshCommunity Support
Hello JDBM,
We hope you're doing well. Could you please confirm whether your issue has been resolved or if you're still facing challenges? Your update will be valuable to the community and may assist others with similar concerns.
Thank you.
- JDBMNew Member
No further help required on this. thanks to all for your advice.