Data Refresh and Scheduling in the Cloud
How to set up data refresh schedules and use gateways in Power BI Service
1. What is a Gateway?
• A Gateway is a tool that helps Power BI Service connect to your on-premises data sources (data stored on your
local computer or internal servers) securely. This is necessary for automatic data refresh if your data is not stored
in the cloud.
2. How to Use Gateways
• Step 1: Install a Gateway
o Download and install the Power BI Gateway from the Power BI website. Or you can click on three dots next
semantic model in your workspace and click on settings, expand Gateway and cloud connections and click on
install now.
- Follow the installation steps and sign in with your Power BI account. After that you will get below interface.
• Step 2: Data source Credentials
o Click on three dots next to semantic model in your workspace and got setting and expand Data Source
Credentials and click on Edit credentials to configure dataset.
• Step 3: Refresh your data
o In your workspace click on refresh sign to refresh your data.
Why This is Important
• Keeping data updated is important for creating accurate reports.
• Knowing how to use gateways and refresh schedules makes your reports smarter and more reliable.
3. What is Data Refresh?
• Data Refresh is the process of updating your Power BI reports and dashboards with the latest data from your data
sources. This ensures that the information you are viewing is always current.
4. How to Set Up Data Refresh Schedules
• Step 1: Go to the Semantic Model (Dataset) Settings
o Log in to the Power BI Service.
o Navigate to the Workspace where your report is published.
o Go to the Semantic model tab, find your dataset, and click on the three dots (…) next to it. Select Settings.
• Step 3: Set Up a Refresh Schedule
o In the Settings page, go to the Refresh section.
o Turn on the Configure your Refresh Schedule option.
o Set the frequency (Daily or Weekly) and choose the time for the data refresh by click Add another time.
o Click Apply to save the settings.
Course Video
Data refresh in Power BI is the process of updating reports and dashboards with the latest data from connected data sources. It ensures that visuals reflect the most recent data.
1. Publish your report to the Power BI Service.
2. Configure the data gateway (if required for on-premises data sources).
3. Set up a scheduled refresh under the dataset settings.
– Full Refresh: Reloads the entire dataset every time. Useful for smaller datasets.
– Incremental Refresh: Refreshes only new or updated data, improving performance for large datasets.
1. Use the Power BI Service to schedule refreshes.
2. Configure a data gateway for on-premises sources.
3. Use tools like Power Automate or APIs for custom automation.
1. Go to the Power BI Service.
2. Navigate to the dataset settings.
3. Under Scheduled Refresh, configure the frequency and time for automatic refreshes.
Yes, Power BI can automatically refresh Excel data if the file is stored in a location accessible to Power BI, such as OneDrive or SharePoint Online.
Cloud-based reporting involves hosting reports and dashboards on a cloud platform (like the Power BI Service), enabling real-time collaboration, data updates, and access from anywhere.
1. Log in to Oracle BI Publisher or the Oracle Cloud platform.
2. Navigate to the Report Job Scheduler.
3. Create a new job, select the report, and set a schedule.
4. Configure email or delivery options if needed.
Scheduled refresh in Power BI is a feature that allows users to automatically update their datasets in the Power BI Service at specific intervals, ensuring reports and dashboards always display the latest data. It is commonly used for connected data sources like databases or cloud services.
Yes, you can set Power BI to automatically refresh by configuring a Scheduled Refresh in the Power BI Service. To do this:
1. Go to the dataset settings in the Power BI Service.
2. Under Scheduled Refresh, enable the option and specify the refresh frequency (daily, weekly, etc.) and time.
3. Ensure a data gateway is configured for on-premises data sources.