Question regarding scheduled refresh and on-prem datasource

Hi misc981 

You On-prem gateway must be installed on server where your actual SQL server is installed. On-prem gateway has to be online when refresh is happening (24*7) usually available. 

Installing Peronal gateway on your system is of no use because your data is actually on server not on your system. Personal gateway is needed usually when you are connecting you local file ex Excel to PBI and try to refresh from the service. When you schedule your refresh on non working hour on Personal gateway. It wont work because it need your system to be up and running then only your Personal gateway will be active and your schedule refresh will take place.

Check this video for proper gateway setup and how to adding data source.

https://www.youtube.com/watch?v=i4OALAQ7qz4

If your On-prem gateway is already installed by someone else then ask them to share the access.

as you can see Single gateways is shared by multiple users. Owner of the gateway need to give you access so that you can able to add your own data source and schedule refresh.

I hope I answered your question!

Hi misc981 

When you are refreshing a data from PBI desktop you dont need any gateway. Its called manual refresh from desktop. You can manually refresh the data from desktop multiple time and publish it without any issue. You dont have to configure any gateway in this case.

If you want to take a refresh from PBI service then you have to setup a gateway and add proper data sources with credential ,then only you can able to refresh from the service and put your report on auto schdeule refresh.

For personal gateway your system must be up and running at the time of schedule refresh.

On-prem gateway you cloud server must be up and running ( handle by cloud/ Thrid party/ support team) or could be ( AWS, Azure etc) - does not required gateway to be installed just like sharepoint, teams data source.

I hope I have cleared your doubts.

I hope I answered your question!