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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
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  • JDBM's avatar
    JDBM
    7 months ago

    Hi there,  Can you please help further because I cannot edit the Data Source credentials, see photo below:  

    Many thanks

    Jillian

cengizhanarslan's avatar
cengizhanarslan
Icon for Super User rankSuper User
7 months ago

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
7 months ago

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.