Schedule refresh for SharePoint list with Power BI service

[Anonymous]

Hi All,

I've tried finding solutions to this but can't seem to find anything so hopefully someone can help.

I'm using a data source which is an Online SharePoint list but for some reason Power BI Service won't let me set a schedule refresh which means I have to manually do this each day.

Any help with doing this would be much appreciated.

Thanks

[gijsmeijden]

Is there an support ticket for this? I have the same problem 

[Anonymous]

What i did to get my dataset to update automatically was i created a flow in power automate. So when my SharePoint list is updated the data set in power BI will also be updated.

[v-xicai]

Hi  @Anonymous ,

Does that make sense? If so, kindly mark the proper reply as a solution to help others having the similar issue and close the case. If not, let me know and I'll try to help you further.

Best regards

Amy

Hi,

[Anonymous · Accepted solution]

Hi,

Thanks for your assistance. I'm sure it would have helped usually but actually didn't in my instance which I have figured out is due to our IT department switching on 2 factor authorisation which is preventing any schedule refresh from happening.

Thanks for your help!

Nick

[v-xicai]

Hi @Anonymous ,

1.Ensure that you've added one or more data sources of your dataset to the gateway, as described in Add a data source.

2.Verify that you have the correct username and password. Also, verify that those credentials can successfully connect to the data source. Make sure the account that's being used matches the authentication method.

3.Your data source credential may expire, so try to update the credential and republish the report. In Power BI, go to refresh settings for the dataset. In Manage Data Sources, select Edit credentials to update the credentials for the data source.

4.If your dataset not only contains cloud data source but also the on premise data source, then it needs to use the gateway and configure schedule refresh, see more: :On-premises data gateway , Configure scheduled refresh .

Note that you also need to select Allow user's cloud data sources to refresh through this gateway cluster option Under Gateway Cluster Settings. See: Merge or append on-premises and cloud data sources.

5.Please make sure the gateway is online. or try to upgrade the gateway to latest version

You may resolve the issue via the troubleshooting link :https://docs.microsoft.com/en-us/power-bi/refresh-troubleshooting-refresh-scenarios .

Best Regards,

Amy

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

[venal]

@Anonymous 

Please clikc on Sharepoint data source and enter the credentials by clisking on "Edit Credentials".

Please maintain the same privacy levels in Desktop and Service.

If this post helps, then please consider Accept it as the solution to help the other members find it more
If this post was helpful may I ask you to mark it as solution and click on thumb symbol?

[Anonymous]

Hi @venal - thanks for the reply but when I do that I just get an error message. I've tried all available credential options and none of them work.

[venal]

@Anonymous 

Please submit a support ticket for investigate.

Once you create a submit ticket, please share the support number here for reference.

If this post helps, then please consider Accept it as the solution to help the other members find it more
If this post was helpful may I ask you to mark it as solution and click on thumb symbol?