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wpf_'s avatar
wpf_
Icon for Post Prodigy rankPost Prodigy
5 years ago
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How to set up auto refresh when detect data change

I want to connect to data source in dynamics cds, and display list of employee that is working that day, based on day of week and time of day.  I want power bi to refresh automatically whenever there is a change in the cds tables.  What is the best way to build this: DirectQuery/LIve connection?  Thanks

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  • v-robertq-msft's avatar
    v-robertq-msft
    5 years ago

    Hi, wpf_ 

    I think that the Direct query can work well for you, because when you open the report using Directquery mode in the Power BI service, Power BI will query the data source to get the newest data. Therefore, you don’t have to worry about the data changes frequently in your source data and want to make the dataset refreshed automatically when the data source changes. Whenever you interact with the visuals in the reports, you can see the newest data.

    More info about Direct query in Power BI

     

    Best Regards,

    Community Support Team _Robert Qin

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

4 Replies

  • abpgupta's avatar
    abpgupta
    Icon for Continued Contributor rankContinued Contributor
    5 years ago

    I think, you can use Power Automate to define trigger based on Tables and refresh PBI Datasets.
    Other way may be to use incremental refresh option within PBI Desktop and scheduled refresh in PBI Online.

    • wpf_'s avatar
      wpf_
      Icon for Post Prodigy rankPost Prodigy
      5 years ago

      abpgupta I dont think incremental refresh would be right for this since the data is staying in dynamics cds.  

       

      If i use power automate, it tells bi to refresh?

       

      Does the directquery now do that?

      • abpgupta's avatar
        abpgupta
        Icon for Continued Contributor rankContinued Contributor
        5 years ago

        Well, I am using import method only for now. In Power Automate there is option to refresh Power BI datasets so it may be possible. 

  • v-robertq-msft's avatar
    v-robertq-msft
    Icon for Community Support rankCommunity Support
    5 years ago

    Hi, wpf_ 

    I think that the Direct query can work well for you, because when you open the report using Directquery mode in the Power BI service, Power BI will query the data source to get the newest data. Therefore, you don’t have to worry about the data changes frequently in your source data and want to make the dataset refreshed automatically when the data source changes. Whenever you interact with the visuals in the reports, you can see the newest data.

    More info about Direct query in Power BI

     

    Best Regards,

    Community Support Team _Robert Qin

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.