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JDBM's avatar
JDBM
New Member
7 months ago
Solved

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

  • 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. 

     

  • 1) Publish the report

    In Power BI Desktop:

    • Click Publish

    • Choose the target workspace

     

    2) Go to the dataset in Power BI Service

    1. Open https://app.powerbi.com

    2. Go to the workspace

    3. Find your semantic model (dataset)
      (same name as the report, unless renamed)

     

    3) Configure data source credentials

    1. Click … (More options) next to the dataset

    2. Select Settings

    3. Under Data source credentials

    4. Click Edit credentials

    5. Sign in using the correct authentication method

     

    4) Set up the refresh schedule

    Still in Dataset Settings:

    1. Expand Scheduled refresh

    2. Turn Keep your data up to date → On

    3. Choose:

      • Frequency (Daily / Weekly)

      • Time(s)

      • Time zone

    4. Click Apply

    • JDBM's avatar
      JDBM
      New 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-ssriganesh's avatar
    v-ssriganesh
    Community 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.

  • No further help required on this. thanks to all for your advice.