Refresh data Once in a Month.

[nayanpatel]

Hi All,

I want to refresh the power bi application once in a month on power Bi services. However, I can see the weekly and Daily option only. so how to schedule a monthly refresh

Thank you

[Olufemi7 · Accepted solution]

Hello @nayanpatel 

You're right Power BI Service currently only supports daily and weekly refresh schedules through the UI.

To set up a monthly refresh, you can use Power Automate which integrates seamlessly with Power BI.

Here's how to do it:

1. Go to Power Automate https://flow.microsoft.com

2. Create a Scheduled cloud flow

3. Set the recurrence to Monthly e.g., every 1st of the month

4. Add the Power BI action: “Refresh a dataset.”

5. Select your workspace and dataset

This method gives you full control over when the refresh happens.

You can also check Microsoft’s official documentation on [scheduled refresh

https://learn.microsoft.com/en-us/power-bi/connect-data/refresh-scheduled-refresh and Power Automate integration https://learn.microsoft.com/en-us/power-bi/developer/automation/refresh-dataset-rest-api

Hope this helps!

Let me know if you’d like a step-by-step walkthrough.

[v-lgarikapat · Accepted solution]

Hi @nayanpatel ,

Thanks for reaching out to the Microsoft fabric community forum.

@Idrissshatila , @Olufemi7 , @ChielFaber , @jaineshp ,

Thank you for your prompt response and for sharing this valuable information.

@nayanpatel 

Here is the step-by-step Power Automate approach to create a flow for a monthly refresh.

Step 1: Create a new flow choose Scheduled cloud flow (needed for the Recurrence trigger). Add the Recurrence trigger, set Interval to 1 and Frequency to Month, and select the appropriate Time zone.

Step 2: Add a Delay trigger to specify the exact day for refreshing the dataset. Configure it to run on your chosen day of the month (e.g., the 5th of every month). Set the Count value and select Day as the unit.

Step 3: Add the Refresh a dataset action, then select your Workspace and the Dataset you want to refresh. Finally, save the flow.

Solved: Schedule Refresh for 1st of every month - Microsoft Fabric Community

We appreciate your engagement and thank you for being an active part of the community.

Best Regards,

Lakshmi.

[v-lgarikapat]

Hi @nayanpatel ,

We haven’t heard back from you regarding our last response, so I just wanted to check in to see if you were able to resolve the issue. If you have any further questions or need assistance, please feel free to let us know.

Best Regards,

Lakshmi

[v-lgarikapat]

Hi @nayanpatel ,

We haven’t heard back from you regarding our last response, so I just wanted to check in to see if you were able to resolve the issue. If you have any further questions or need assistance, please feel free to let us know.

Best Regards,

Lakshmi

[v-lgarikapat]

Hi @nayanpatel ,

We haven’t heard back from you regarding our last response, so I just wanted to check in to see if you were able to resolve the issue. If you have any further questions or need assistance, please feel free to let us know.

Best Regards,

Lakshmi

[Idrissshatila]

Hello @nayanpatel ,

you can do this using power automate, check this to see the logic 
https://youtu.be/2rJtDCIw2Xc?si=pIwZRHPW-nYZpPec

or you can set it to refresh weekly through power bi service.

[Olufemi7 · Accepted solution]

Hello @nayanpatel 

You're right Power BI Service currently only supports daily and weekly refresh schedules through the UI.

To set up a monthly refresh, you can use Power Automate which integrates seamlessly with Power BI.

Here's how to do it:

1. Go to Power Automate https://flow.microsoft.com

2. Create a Scheduled cloud flow

3. Set the recurrence to Monthly e.g., every 1st of the month

4. Add the Power BI action: “Refresh a dataset.”

5. Select your workspace and dataset

This method gives you full control over when the refresh happens.

You can also check Microsoft’s official documentation on [scheduled refresh

https://learn.microsoft.com/en-us/power-bi/connect-data/refresh-scheduled-refresh and Power Automate integration https://learn.microsoft.com/en-us/power-bi/developer/automation/refresh-dataset-rest-api

Hope this helps!

Let me know if you’d like a step-by-step walkthrough.

[ChielFaber]

In Fabric there are some options that require some coding (Semantic link lab).

In PowerBI the option is not available at the moment. If it's a must you could look into setting up a monthly refresh with the help of power automate. This is very easy to setup but does require a power automate license.

https://learn.microsoft.com/en-us/power-bi/connect-data/refresh-scheduled-refresh

for a step-by-step guide on power autame refreshes look at:

https://powerbi.microsoft.com/en-us/blog/refresh-your-power-bi-dataset-using-microsoft-flow/

Hope this is helpfull.