Forum Discussion

ajyendra24's avatar
ajyendra24
New Member
7 years ago

Refresh dataset automatically when we change any records from the dataset in power bi .

is there any way to dynamically update data in Power Bi report when we change any field of CRM Entity? when we use refresh button it will not reflect that updated data.One way to schedule refresh  b...
CRM
Power BI Report Server
PowerBI Desktop
saykasku's avatar
saykasku
Icon for Resolver I rankResolver I
7 years ago

Hi,

 

If u have SQL Server instance u can create trigger on data table or some procedures to check new rows. Then trigger will run job. Job will run powershell script to refresh data.

To run this powershell u need to create proxy account.

Link here: https://docs.microsoft.com/en-us/sql/ssms/agent/create-a-sql-server-agent-proxy?view=sql-server-2017
Try to use dedicated Powershell module ReportingServicesTool.

Link here: https://www.powershellgallery.com/packages/ReportingServicesTools/0.0.5.0

ajyendra24's avatar
ajyendra24
New Member
7 years ago

Hi,

Thanks for the reply.

 

As I am using D365 Online version. We don't have to SQL instance , trigger when action happen. We have to refresh dataset of Power BI when any change on update or new item created. Do you have suggestion to do same thing in D365 online version.

 

Thanks

Ajyendra Singh