Forum Discussion
Automatic Data Refresh - How to do it?
You can achieve this by schedule refresh for please follow the link
https://docs.microsoft.com/en-us/power-bi/connect-data/refresh-scheduled-refresh
The main purpose of Power BI Desktop is to build reports. The Power BI Service (online) is where reporting is viewed from.
As mh2587 mentions, it's possible to set up a scheduled refresh cycle to keep the online reports up to date automatically. This scheduled refresh is like clicking refresh in the desktop app but updates the data stored online (but not your local PBIX file) and prevents you from having to republish whenever you want to update the data.
To bring the desktop file up to date, you click refresh in the PBIX or download a copy from the online service. There usually isn't much need to keep the PBIX always up to date since that file is generally used for building a report rather than viewing and sharing it.
You can achieve this by schedule refresh for please follow the link
https://docs.microsoft.com/en-us/power-bi/connect-data/refresh-scheduled-refresh
mh2587 Thank you for your reply! That looks like its on the web, not at the Desktop level - essentially bypasses the desktop step. By setting up a scheduled refresh on the web, will that update my desktop version as well the next time I open it?
No its not update your desktop file but you want to get updated desktop file you have to download it from online service after the scheduled refresh which will be updated
Thank you! My apolgoies, but you've lost me here. Heres what I'm understanding from your response:
With scheduled refresh set up on the web,
1. any changes to the EXCEL sheet will in fact be visible on the web, but NOT my desktop app
2. To update my desktop, you speak about "downloading it", which I don't understand. Are you saying I need to do manual refresh within the desktop app when I'm ready? Or is there another functionality I'm not privy to that you may be speaking about? Some sort of reverse update where the web-based actually updates my desktop?
Ah, definitely something I'm not aware of! Didn't know you could download the .pbix file from the web. Would simply hitting "refresh" in the desktop app accomplish the same thing as this download?
