Forum Discussion

Medmbchr's avatar
Medmbchr
Helper IV
3 years ago
Solved

Power BI Report Server : Refresh data on a report

Hi,

 

I would like to refresh my data on a report hosted on PBI RS. Does the "refresh" button on the interface do that or does it just refresh the uploaded file?

 

My data comes from a SQL Server connexion/database

 

Please guide me.

 

Regards,

  • Jarrod's avatar
    Jarrod
    3 years ago

    Use Windows Authentication for the data source then.

     

    When you change to SQL, change to "Basic Authentication" and put in your SQL credentials.

10 Replies

  • Hi Medmbchr,

     

    Refresh does not refresh the dataset.

     

    To refresh the dataset:

    Click the 3 dots to the top right of the report iocon and click manage.

    Check the Data Sources configuration ensuring you have credentials stored for each connection.

    Under scheduled refresh, click "New Scheduled refresh plan". Fill in required details if you would like the refresh to be recurring, otherwise just click once.

    Once you have created a scheduled refresh plan, you are able to select it via checkbox and click refresh now.

     

    Hopefully this helps.

    • Medmbchr's avatar
      Medmbchr
      Helper IV

      Hi

       

      I don't see the 3 dots on my screen: below is a screenshot. I used Power BI report server (developer).

       

      • Jarrod's avatar
        Jarrod
        Helper III

        Hi,

        It looks as though you have opened the report. Prior to clicking on the report, there are 3 dots. See screenshot. Once you click the 3 dots, you can then click Manage and follow instructions as above.