topic Re: Dataset Refresh in Report Server

Dataset Refresh

Anonymous — Wed, 22 Nov 2023 21:06:59 GMT

We have developed a report that we want to embed on our web pages with a secured login. How do we allow the user to refresh the data they are looking at, or can we set a refresh rate for every 5 minutes

Re: Dataset Refresh

Vanchy_Liao — Fri, 24 Nov 2023 09:44:12 GMT

If you embed the report into a web page, you can add a button calling RESTful api to refresh dataset, but the user must have "My Reports" or "Content Manager" role.

Or you can set every 5 minutes to refresh and the user have to press F5 to reload the report.

Re: Dataset Refresh

tobyt — Fri, 24 Nov 2023 14:15:53 GMT

Hi Vanchy,

Thank you for your response. I should have included in my original post, that we will have customers coming through a customer portal where they will access their reports based on RLS. With this in mind will the first option work? Secondly, if go with the second option, how and where do you set the refresh rate to 5 minutes, the highest refresh rate that I have seen is every 30 minutes, unless I am looking in the wrong place.

many thanks!

KR Toby

Re: Dataset Refresh

Vanchy_Liao — Tue, 28 Nov 2023 01:26:03 GMT

Hi Toby,

The first option "create a refresh button" may be a trouble to you because you have to set every customer's account to access the report. Perhaps the second option is suit for your situation.

The following steps is for the second option and I assume that your report is a Power BI report.

Step 1: Find your Power BI report

Step 2: More Info -> Manage -> Scheduled refresh -> New scheduled refresh plan -> Edit schedule

Step 3: Choose "Hour" radio button -> set 00 hours and 05 minutes -> Apply