Forum Discussion

kora's avatar
kora
Regular Visitor
10 years ago

data refresh in published report/dashboard

Hello

 

I created a desktop report on a combination of Salesforce data, and a txt and xlsx file on OneDrive for Business. 

Then I published it and pinned it to a dashboard.

 

Will the data (then I mean the dataset and the report and the dashboard) be refreshed automatically when opening it online ?

 

And where in desktop and where in the online service can I see the latest refresh date of the report/dashboard/dataset ?

 

Thanks in advance

 

Kora

Need Help

3 Replies

  • asocorro's avatar
    asocorro
    Skilled Sharer
    10 years ago

    According to the documentation here:

     

    https://powerbi.microsoft.com/en-us/documentation/powerbi-refresh-data/

     

    Excel file on OneDrive for Business refresh every hour, while dashboard tiles refresh every 15 minutes (but you can refresh on demand by clicking on the ellipse icon:

     

     

    You can include a refresh date on tiles, like this:

     

     

    You can set a refresh schedule for your Salesforce data (and other data sets). The frequency available will depend on your subscription type. Go here for each dataset:

     

     

    In a report online, when you go into focus mode for a visualization, like this:

     

     

    you will see the last-refresh date on the top right-hand corner:

     

     

    Refresh dates are not available on PBI Desktop.

  • v-caliao-msft's avatar
    v-caliao-msft
    Microsoft Employee
    10 years ago

    Hi Kora,

    According to your description, you need to know the latest refresh date of the report, right?

     

    If that is the case, you can add a query to get the latest refresh date.

     

    1. Click Get Date in PBI desktop and select Blank Query.
    2. Change the Name from Query1 to Last refresh date.
    3. Enter the code below on the formula bar.
      = DateTime.Time(DateTime.LocalNow()) & DateTime.Date(DateTime.LocalNow())
    4. Click Close & Apply
    5. Create a new measure on this table
      Last refresh on = "Last refreshed on: " & FIRSTDATE('Last refresh date'[Last refresh date])
    6. Click on the card visual and insert the new measure Last refresh on.

     

    Regards,

  • kora's avatar
    kora
    Regular Visitor
    10 years ago

    extra question:

     

    And what happens if I combine a desktop report on

    - salesforce data

    - local Excel that needs no refresh

    - local txt that needs no refresh

     

    and I publish it ?

     

    Will the online report and dashboard (when opened at Power Bi Services) contain the latest data each time ?

     

    kind regards

     

    Kora