Forum Discussion
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
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
1 Reply
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