How to configure Power BI report scheduled refresh

To refresh data in your Power BI report, a scheduled refresh plan must be created. This is done within the Manage area of a Power BI report.

Successful scheduled refresh of a Power BI Report

Configure data source credentials

Prior to creating a schedule data refresh plan, you need to set the credentials for each data source used in your Power BI report.

  1. In the web portal, right-click on the Power BI report and select Manage.

    Select Manage from the Power BI report context menu

  2. In the left menu, select the Data sources tab.
  3. For each data source that appears, choose the type of authentication to use when connecting to that data source. Enter the appropriate credentials.

    Data source credentials in manage report screen

Creating a Schedule Refresh Plan

Follow these steps to create a scheduled refresh plan.

  1. In the web portal, right-click on the Power BI report and select Manage.

    Select Manage from the Power BI report context menu

  2. In the left menu, select the Scheduled refresh tab.
  3. On the Scheduled refresh page, select New scheduled refresh plan.

    New scheduled refresh plan

  4. On the New Scheduled Refresh Plan page, enter a description and set a schedule for when you want your data model to be refreshed.
  5. Select Create scheduled refresh plan when done.

    Create Scheduled refresh plan

Modifying a Schedule Refresh Plan

Modifying a scheduled refresh plan is similar to creating one.

  1. In the web portal, right-click on the Power BI report and select Manage.

    Select Manage from the Power BI report context menu

  2. In the left menu, select the Scheduled refresh tab.
  3. On the Scheduled refresh page, select Edit beside the refresh plan you want to manage.

    Select edit next to the plan you want to edit

  4. On the Edit Scheduled Refresh Plan page, enter a description and set a schedule for when you want your data model to be refreshed.
  5. Select Apply when done.

    The edit scheduled refresh plan page is similar to the create screen

Viewing the status of Schedule Refresh Plan

View the status of a schedule refresh plan in the web portal.

  1. In the web portal, right-click on the Power BI report and select Manage.

    Select Manage from the Power BI report context menu

  2. In the left menu, select the Scheduled refresh tab.
  3. On the Scheduled refresh page, the right most column displays the status of a plan.

    Status Description
    New Scheduled Refresh Plan The plan has been created but has not ran.
    Refreshing The refresh process has started.
    Streaming model to Analysis Server Copying the model from the report server catalog database to the hosted Analysis Services instance.
    Refreshing data Refreshing the data within the model.
    Removing credentials from the model Removed the credentials used to connect to the data source from the model.
    Saving model to the catalog Refreshing of data is complete and the refreshed model is being saved back to the report server catalog database.
    Completed: Data Refresh Refresh is done.
    Error: An error occurred during refresh and is displayed.

The web page must be refreshed to see the current status. The status will not change automatically.

Next steps

To learn more about creating and modifying schedules, see Create, modify, and delete schedules.

For information on how to troubleshoot scheduled refresh, see Troubleshoot scheduled refresh in Power BI Report Server.

More questions? Try asking the Power BI Community