topic Re: how to update a power bi report automatically on the server in Report Server

how to update a power bi report automatically on the server

yasyasyas — Thu, 05 Sep 2024 09:50:41 GMT

Hello !

I'm working on a power bi report from a view. I connect to the postgreSQL database to retrieve it. I filed my report on the power bi server. How to refresh it automatically on the server please.

Thanks

Re: how to update a power bi report automatically on the server

tmhalila — Thu, 05 Sep 2024 13:19:53 GMT

Hello,

You need to follow these few steps:-

Hover over your report and click the three dots to open the menu.
Select Manage which is the last option.
From the left choose Data Sources.
Log into the data source by filling in Authentication Type which for me we are using Basic Authentication.
Enter your Username and Password then test the connection and Save ... these credentials are the same you used in connecting your Power BI report and the source (Database).
Go back to the left menu and select Scheduled Refresh then add New Scheduled Refresh Plan based on the time you want.

Re: how to update a power bi report automatically on the server

Anonymous — Fri, 06 Sep 2024 08:48:09 GMT

Thank you tmhalila

Hi, yasyasyas

First, I created a PowerBI report using postgresql and uploaded it to the Power BI report server, then you need to configure the schedule refresh by following these steps

1. To configure a datasource connection for your report, you need to install this Npgsql connector below:

I tried Npgsql 4.0.10.0 and 4.0.9.0 and I was able to successfully configure the data source connection at 4.0.9.0:
After you have installed Npgsql, you need to restart your Report Server instance in Report Server configuration management.

Releases · npgsql/npgsql (github.com)

2. Next we configure a scheduled refresh:

At this point, you need to start the SQL server agent:

We can run this schedule refresh manually or automatically when you set the time:

Best Regards

Jianpeng Li

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