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Anonymous
Not applicable

Unable to do monthly data refresh

PBI Online does not provide monthly refresh option and we have only got  hours, days and weeks.

Issue: i have monthly reports which needs to be refreshed once a month. If i configure weekly refresh my calculations and filters  like "last 45 days: and this will keep recalculating numbers every time i refresh. So i do not want weekly refresh.

 

My setup: I have azure automation runbook running Powershell and export CSV to sharepoint. For PowerBI data source is csv's in Sharepoint that gets refreshed once a month.

 

Possible solutions:  I can add a date colum into each csv with the date when csv's get generated which is 1st of each month. Using that column is there a way i can use that date minus 45 days ( for eg) during refresh ?( instead of doing last 45 days)
Any other solutions or help would be appreciated

1 ACCEPTED SOLUTION
mahoneypat
Microsoft Employee
Microsoft Employee

You can set up a Power Automate flow that triggers daily with a condition of dayOfMonth(utcNow()) = 1 (or whatever day of month you want), with an action to refresh your Power BI dataset when it's true.

 

Pat





Did I answer your question? Mark my post as a solution! Kudos are also appreciated!

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@mahoneypa HoosierBI on YouTube


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1 REPLY 1
mahoneypat
Microsoft Employee
Microsoft Employee

You can set up a Power Automate flow that triggers daily with a condition of dayOfMonth(utcNow()) = 1 (or whatever day of month you want), with an action to refresh your Power BI dataset when it's true.

 

Pat





Did I answer your question? Mark my post as a solution! Kudos are also appreciated!

To learn more about Power BI, follow me on Twitter or subscribe on YouTube.


@mahoneypa HoosierBI on YouTube


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