Forum Discussion

mshao's avatar
mshao
Helper III
1 year ago
Solved

How to Set Dataset refresh Monthly

Hi Team，   I am using Power BI service and want to set some of our report refresh monthly, but there isn't the option I want.   How can I set the refresh frequecny to Monthly?   Thanks, May
Need Help
  • shafiz_p's avatar
    shafiz_p
    1 year ago

    Hi mshao  You would not be able to set monthly refresh data set except daily and weekly in power bi service. But you can achieve this using power automate.

     

    If you interested, then you can follow the steps below:

    1. Go to Power Automate and sign in with your Microsoft account. See image below:

     

    2. Click on “Create” and select “Scheduled cloud flow.” See image below:

     

    3. Configure the flow to run on the first day of every month. You can set the exact time you want the refresh to occur.

     

    4. Click on “New step” + button and search for “Power BI.” See image below:

     

    5. Select “Refresh a dataset” from the list of actions. See image below:

     

    6. Choose your workspace and dataset that you want to refresh from left pane. See Image:

    7. Save the flow and test it, and you are done.

    Hope this helps!!

    If this solved your problem, please accept it as a solution and a kudos!!

     

    Best Regards,
    Shahariar Hafiz

     

     

     

Singamshetty994's avatar
Singamshetty994
Frequent Visitor
1 year ago

login to your powerbi service and go to your workspace. and click on the three dots (…) next to its name.

  1. Select settings from the menu.
  2. Scroll down to the scheduled refresh section and turn the switch to ON.
  3. Under frequency, choose monthly.
  4. Pick the specific days of the month you want the refresh to happen (like the 1st, 15th, or last day).
  5. Set the time of day for the refresh to occur.

Your dataset will now refresh automatically each month.