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kora
Regular Visitor

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

3 REPLIES 3
v-caliao-msft
Microsoft Employee
Microsoft Employee

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.

Capture.PNG

 

Regards,

asocorro
Skilled Sharer
Skilled Sharer

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:

 

dashboard-tile-refresh.png

 

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

 

td.jpg

 

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:

 

sr.jpg

 

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

 

fm.jpg

 

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

 

lr.jpg

 

Refresh dates are not available on PBI Desktop.

Connect with me in LinkedIn: https://pr.linkedin.com/in/adolfosocorro
Follow me on Twitter: https://twitter.com/AdolfoSocorro
kora
Regular Visitor

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

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