how to update a power bi report automatically on the server

[yasyasyas]

Hello !

 I'm working on a power bi report from a view. I connect to the postgreSQL database to retrieve it. I filed my report on the power bi server. How to refresh it automatically on the server please.

Thanks 

[tmhalila · Accepted solution]

Hello, 

You need to follow these few steps:-

• Hover over your report and click the three dots to open the menu.
• Select Manage which is the last option.
• From the left choose Data Sources.
• Log into the data source by filling in Authentication Type which for me we are using Basic Authentication.
• Enter your Username and Password then test the connection and Save ... these credentials are the same you used in connecting your Power BI report and the source (Database).
• Go back to the left menu and select Scheduled Refresh then add New Scheduled Refresh Plan based on the  time you want.

[Anonymous · Accepted solution]

Thank you tmhalila 

Hi, @yasyasyas 

First, I created a PowerBI report using postgresql and uploaded it to the Power BI report server, then you need to configure the schedule refresh by following these steps

1. To configure a datasource connection for your report, you need to install this Npgsql connector below:

I tried Npgsql 4.0.10.0 and 4.0.9.0 and I was able to successfully configure the data source connection at 4.0.9.0:
After you have installed Npgsql, you need to restart your Report Server instance in Report Server configuration management.

Releases · npgsql/npgsql (github.com)

2. Next we configure a scheduled refresh:

At this point, you need to start the SQL server agent:

We can run this schedule refresh manually or automatically when you set the time:

Best Regards

Jianpeng Li

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[tmhalila · Accepted solution]

Hello, 

You need to follow these few steps:-

• Hover over your report and click the three dots to open the menu.
• Select Manage which is the last option.
• From the left choose Data Sources.
• Log into the data source by filling in Authentication Type which for me we are using Basic Authentication.
• Enter your Username and Password then test the connection and Save ... these credentials are the same you used in connecting your Power BI report and the source (Database).
• Go back to the left menu and select Scheduled Refresh then add New Scheduled Refresh Plan based on the  time you want.