Refresh data in a published report done in Desktop

[ramiroferrando]

Hi,

I've built a dataset using Get data from Web
These are like a dozen sources that publish new information every day.

I've done some charts with that dataset and I've published the whole thing to Power Bi Service (using the Publish to Power Bi)

I need the underlying dataset and corresponding charts to regularly refresh. 

I'm not sure how to do it.

I can go to My Workspace and schedule that "dataset" to refresh, but I think that instead of trying to "Get data" from Web, the dataset is trying to connect to the Power Bi Desktop. Which I don't want, because once published, I only care that the reports reflect the current data.

Can anyone tell me how to do it?
Moreover, can you explain the underlying process so I can understand what's going on.

I've read the tutorials, but I still can't get to understand the proper way to solve my problem.

Thank you.

[v-juanli-msft]

Hi @ramiroferrando 

When you refresh data from Power BI Service, it send queries back to the data source side instead of Power BI Desktop.

You coulf read this article more to understand the thoery of data refresh.

Best Regards
Maggie

Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[ramiroferrando]

Hi, this was really useful. Thank you so much.

However, I'm still having an issue understanding which datasets need a Gateway connection and which don't.

For example, I have two similar reports whose only data sources are: Get data -> Web (I'm getting tables from multiple websites)
In one of the reports I get several tables in the data model, append some of them and then, I make a couple of visualizations. That report, once published in the Power Bi Service asks me to set the  Gateway connection.

But in another similar report, which is almost the same, but it's just getting data from one website  (Also Get data -> Web) is working differently. Because once I've published it to the Power Bi Service is telling me "You don't need a gateway for this dataset".

So, summing up, I'm not sure if the Gateway requirement is based on the fact that I'm using several Web sources in one of the reports and just one in the other, or if it's because I'm making multiple connections among the tables in one of the reports and I'm just using the data without modeling it in the other.
Would anyone know the answer to this?

[v-juanli-msft · Accepted solution]

Hi @ramiroferrando 

It is possible with schedule refresh in Power BI.

You need to configure Gateway connection->Data Source Credentials->Schedule Refresh.

See more details here.

Please look at my test below: 

1.Get data from Web using Anonymous authetication,

2.publish to Service, find this dataset, go to Setting,

Add a on-premise gateway and provide correct credential.

3.set schedule refresh time

Please note, the credentialS used in Power BI Desktop and under gateway in Power BI Service should be the same type and same one.

Best Regards
Maggie

Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[ramiroferrando]

---

@v-juanli-msft wrote:

Hi @ramiroferrando 

It is possible with schedule refresh in Power BI.

You need to configure Gateway connection->Data Source Credentials->Schedule Refresh.

See more details here.

Please look at my test below: 

1.Get data from Web using Anonymous authetication,

2.publish to Service, find this dataset, go to Setting,

Add a on-premise gateway and provide correct credential.

3.set schedule refresh time

Please note, the credentialS used in Power BI Desktop and under gateway in Power BI Service should be the same type and same one.

Best Regards
Maggie

Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

---

Hi, this was really useful. Thank you so much.

However, I'm still having an issue understanding which datasets need a Gateway connection and which don't.

For example, I have two similar reports whose only data sources are: Get data -> Web (I'm getting tables from multiple websites)
In one of the reports I get several tables in the data model, append some of them and then, I make a couple of visualizations. That report, once published in the Power Bi Service asks me to set the  Gateway connection.

But in another similar report, which is almost the same, but it's just getting data from one website  (Also Get data -> Web) is working differently. Because once I've published it to the Power Bi Service is telling me "You don't need a gateway for this dataset".

So, summing up, I'm not sure if the Gateway requirement is based on the fact that I'm using several Web sources in one of the reports and just one in the other, or if it's because I'm making multiple connections among the tables in one of the reports and I'm just using the data without modeling it in the other.
Would you know the answer to this?