Forum Discussion

yaman123's avatar
yaman123
Post Partisan
2 years ago

User refresh on PBI Service

Hi, 

 

Is there a way for another user with admin rights to refresh PBI reports on the desktop and on the service. Each time I have been absent and a report needs refreshed, there is a error for the user as they need authorisation access to the datasource but the files are on sharepoint and other locations where the user has access to these. 

 

Also they need to map the datasource on the PBI service against to the files/queries used from the gateway. 

 

Is there a way for another user, to efficiently refresh the power bi report in desktop without any issues and to eliminate the use of mapping of the datasources on the service each time? 

 

Thanks

5 Replies

  • christinepayton's avatar
    christinepayton
    Most Valuable Professional

    If you schedule refresh on the reports in the service, they will run even if you are not around. If you want to future-proof it, have a service account take over the dataset/scheduled refresh (that way it's not linked to your account at all). 

     

    When a different person opens a PBIX, it'll trigger them to re-authenticate on all the sources, so it's really better to just schedule the refresh (SharePoint totally supports scheduled refresh). 

     

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

    • yaman123's avatar
      yaman123
      Post Partisan

      Hi christinepayton 

       

      I should have mentioned that scheduled refresh is on. I have to manually add an image to the report each week hence why I need to refresh the report manually on desktop. 

      • christinepayton's avatar
        christinepayton
        Most Valuable Professional

        Have you considered dynamically pulling in the images? You could upload them to a SharePoint folder and use that as a query and display it that way, so that the only thing you'd need to do is upload the file and it'd automatically show up in the report after the scheduled refresh. 

         

        The only weirdness with this is that the images do not show up in the desktop app at all, only in the service (it's a weird auth thing). 

         

        If you still want to refresh in the desktop each time, you would need to give the person refreshing access to the source (or use a service account).