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JackieBessette
New Member

Requesting Daily Update and Schedular for all Capital worksheets

Hello, our SQL capital worksheets are not updating daily. We would like them to update on a daily basis (or more if possible). Also, is it possible to set up a schedular in order to run reports for multiple companies at once?

1 REPLY 1
MAwwad
Super User
Super User

To update your SQL capital worksheets on a daily basis, you can set up a daily schedule refresh in Power BI Service. This will refresh the data in the worksheets using the data source connection that you have set up.

To set up a schedule refresh, navigate to the workspace where the report is located in Power BI Service, select the ellipsis (...) next to the report name, and select "Settings." Under "Schedule refresh," select "Add" and set up your desired refresh schedule.

To schedule multiple reports for multiple companies at once, you can use Power BI's "Dataflow" feature. Dataflows allow you to create reusable, enterprise-grade data models that can be used across multiple workspaces, reports and dashboards. You can schedule dataflow to refresh automatically, and then use the data in your reports.

Please note that scheduling refresh, and dataflow feature is only available in Power BI Pro and Power BI Premium.

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