Forum Discussion
Refreshing Data in Service
Hi RossS,
To do this, open your report in Power BI Desktop and go to Transform Data -- Manage Parameters. Create two parameters -- StartDate and EndDate (or RangeStart and RangeEnd) -- with the data type set to Date or Date/Time. Apply a filter to your main data table using these parameters, so only rows within the chosen date range are loaded. For example, filter the date column by [Date] >= StartDate and [Date] <= EndDate.
After making these changes, publish the report to Power BI Service. In your workspace settings, find your dataset and look for the Parameters section under Dataset Settings. Here, you can update StartDate and EndDate whenever you want to refresh data for a certain period. Click Refresh Now after updating the parameters to load the filtered data.
Thakn you.
Hi RossS,
Thank you for reaching out to the Microsoft Fabric Community Forum.
This error suggests that the dataset’s connection to its data source is not fully authenticated in the Power BI Service. If the Data source credentials option is greyed out, it’s often because the dataset uses a shared cloud connection or a gateway connection managed at the workspace or Fabric item level, instead of being set directly in the dataset.
To fix this, go to workspace settings - Connections and gateways and check that the connection for your data source (like SQL, Lakehouse, or Dataflow) is correctly set up and signed in. If it’s invalid or expired, try re-authenticating. Afterward, you should be able to access or refresh the dataset credentials.
For Fabric items such as Lakehouse or Warehouse, credentials are managed automatically, and you can refresh from the Data tab in the workspace. For external sources like Azure SQL or SharePoint, make sure OAuth2 is selected and the publishing user has access.
Once the connection is valid and credentials are updated, enable Scheduled refresh so that incremental refresh works as expected.
Thank you.
When I go to workspace settings, there is no Connections and gateways
Hi RossS,
Thank you for the followup,
If you don’t see the Connections and gateways option in your workspace settings, it’s likely due to your workspace type, permissions, or data source. This feature is only available in Premium or Fabric-enabled workspaces, so it won’t show up in shared or Pro workspaces.
You must also be a Workspace Admin to manage connections, Members and Contributors won’t have access. For Fabric items like Lakehouse, Warehouse, or Dataflow Gen2, credentials are managed automatically, and you can refresh data from the Data tab in your workspace. After your connection is validated and credentials updated, the Data source credentials option will be available, allowing you to enable Scheduled refresh for incremental refresh.Thankyou,
Community Spport Team.Thank you for the reply.
I have a pro license. What I am trying to do is setup incremental refreshes so whenever a user wants to update the data, usually it will be for the current day only, a refresh is performed only for that day. Is there no way of doing this with a pro license?
Hi RossS
Thank you for confirming. Since you’re on a Pro license, incremental refresh isn’t available because it requires partition management, which is only in Premium or Fabric-enabled workspaces. You can still get similar results by using a parameter-based manual refresh. In Power BI Desktop, set up two parameters like RangeStart and RangeEnd and use them to filter your date column in Power Query. Before publishing, adjust these parameters to select the data you want, such as for the current day. After publishing, users can update the parameters in the dataset settings and refresh to update just that range. If you upgrade to Premium later, you can enable incremental refresh without needing to rebuild your model.
Thank you.