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Adam1V's avatar
Adam1V
Frequent Visitor
6 years ago
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Sharing Question

Hi, A couple of quick questions from a PBI newbie.   I have a PBI Free account, soon to be a Pro account. While im the only one with a Pro account, the reaminder of the business has Office 365, wi...
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  • v-easonf-msft's avatar
    v-easonf-msft
    6 years ago

    Hi , Adam1V 

    Because your other data source is on-premises, the gateway is inevitable to be configured.

    You need to do some more steps for your datasource of sql server:

    1.Download a gateway(recommend first type On-premises data gateway ) and Make sure the gateway works well

    What is an on-premises data gateway? 

    2.Manage you data source (sql server)

    Please refer ro this article 

    manage datasource  / manage your datasource (sql server) 

     

    3.Merge or append on-premises (sql server) and cloud data sources (onedrive/sharepoint .. ) in the same query

    Please refer to this article:

    Merge or append on-premises and cloud data sources 

     

    4.If you have configured it correctly ， you will see something similar to the figure below.

    (Don‘t forget to map your sql server to "new data source" your create)

     

    5.You will  find the option of "scheduled refresh"  available （I'm not sure here）

    Please refer to this article  to configure your scheduled refresh

    scheduled-refresh 

     

    Best Regards,
    Community Support Team _ Eason
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

     

     

NickSter's avatar
NickSter
Advocate I
6 years ago

Hi Adam1V , 

 

i am also relatively new to PBI but i think i can answer your questions.

 

1) as far as i know you dont need a license to make a report and publish it to PBI Service. But every person that would like to see/read your report needs an Power BI Pro licence. Also when people try to open the shared report for the first time they get the question if they want to try out a Power BI Pro licence (for 60 days i believe). So YES you can PUBLISH it with the free license, but they viever needs an Pro licence (or your company needs to have PBI premium, but thats a whole other level of licensing).

 

2) When you publish it to PBI service, you can go to the workplace > go to dataset > click the three dots (...) under Actions and select settings. Under settings you can set automatic refresh of the dataset (you probably need to install a gateway to make it work). Automatic refresh is up to 8 times a day. Keep in mind that the device you have the gateway installed on needs to be online/powered on so it can refresh the dataset. Best partice would be on a server thats on (almost) 24/7.

 

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