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Refresh Methods in Power BI Projects 1686723157

The document discusses different methods for refreshing data in Power BI reports, including manual refresh by clicking the Refresh button, scheduled refresh to automatically refresh data daily or weekly, refreshing now to immediately refresh the latest data, using Power Automate to trigger refreshes when data is added, direct query or live connection to always show the latest database data, and programmatically refreshing using Power BI APIs or PowerShell scripts triggered by external events.

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shiva
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0% found this document useful (0 votes)
51 views

Refresh Methods in Power BI Projects 1686723157

The document discusses different methods for refreshing data in Power BI reports, including manual refresh by clicking the Refresh button, scheduled refresh to automatically refresh data daily or weekly, refreshing now to immediately refresh the latest data, using Power Automate to trigger refreshes when data is added, direct query or live connection to always show the latest database data, and programmatically refreshing using Power BI APIs or PowerShell scripts triggered by external events.

Uploaded by

shiva
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Refresh Methods in Power BI

Manual Refresh
Scenario : You have made changes to your data source
and want to immediately see the updated data in your
Power BI report.

Example: 🚀
Open your Power BI Desktop file, click on the "Refresh"
button in the Home tab, and the data in your report will
be refreshed.
@thodupunuribharath

stay in follow!
Refresh Methods in Power BI
Scheduled Refresh
Scenario : You have a daily sales report that needs
to be updated automatically every morning with
the latest sales data from your database.

Example: 🚀
In Power BI Service, you configure the dataset settings
to refresh daily at 6:00 AM, and the data will be
automatically refreshed according to the schedule.
@thodupunuribharath

stay in follow!
Refresh Methods in Power BI
Refresh Now (Power BI Service)
Scenario : We just uploaded a new file to our cloud
storage that is used as a data source in your report
and want to immediately refresh the data.

Example: 🚀
In Power BI Service, you select the dataset connected to the
file, click on "Refresh Now," and the data will be refreshed
immediately.
@thodupunuribharath

stay in follow!
Refresh Methods in Power BI
Using Power Automate
Scenario : We have a SharePoint list where new data is
regularly added, and we want to refresh our Power BI
report whenever a new item is added to the list.

Example: 🚀
Using Power Automate triggers, whenever a new item is
added to the SharePoint list, and include an action to
refresh the dataset for that report.
@thodupunuribharath

stay in follow!
Refresh Methods in Power BI
DirectQuery or Live Connection
Scenario : We have a Power BI report connected to a live
SQL Server database, and we want the report to always
reflect the latest data from the database.

Example: 🚀
Power BI automatically queries the database in real-time
whenever a user interacts with the report, so there is no
need for manual or scheduled refreshes.
@thodupunuribharath

stay in follow!
Refresh Methods in Power BI
Refresh APIs & PowerShell
Scenario : We have a custom application it creates new
data files every hour, and we want to programmatically
trigger a refresh of your Power BI report whenever a
new file is generated.

Example: 🚀
Use the Power BI REST API or PowerShell cmdlets to
create a script that monitors the folder where the files are
generated. For every new file then scrpit can update.
@thodupunuribharath

stay in follow!

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