如何配置 Power BI 报表计划的刷新How to configure Power BI report scheduled refresh

若要刷新 Power BI 报表中的数据,必须创建计划的刷新计划。To refresh data in your Power BI report, a scheduled refresh plan must be created. 此项操作需要在 Power BI 报表的“管理”区域内完成。This is done within the Manage area of a Power BI report.

Power BI 报表成功的计划刷新

配置数据源凭据Configure data source credentials

在创建计划数据刷新计划之前,需要为在 Power BI 报表中使用的“每个数据源”设置凭据。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. 在 Web 门户中,右键单击 Power BI 报表,然后选择“管理”。In the web portal, right-click on the Power BI report and select Manage.

    从 Power BI 报表上下文菜单中选择“管理”

  2. 在左侧菜单中,选择“数据源”选项卡。In the left menu, select the Data sources tab.
  3. 对于出现的每个数据源,请选择连接该数据源时要使用的身份验证的类型。For each data source that appears, choose the type of authentication to use when connecting to that data source. 输入适当的凭据。Enter the appropriate credentials.

    管理报表屏幕中的数据源凭据

创建计划的刷新计划Creating a Schedule Refresh Plan

按照以下步骤创建计划的刷新计划。Follow these steps to create a scheduled refresh plan.

  1. 在 Web 门户中,右键单击 Power BI 报表,然后选择“管理”。In the web portal, right-click on the Power BI report and select Manage.

    从 Power BI 报表上下文菜单中选择“管理”

  2. 在左侧菜单中,选择“计划的刷新”选项卡。In the left menu, select the Scheduled refresh tab.
  3. 在“计划的刷新”页上,选择“新建计划刷新计划”。On the Scheduled refresh page, select New scheduled refresh plan.

    新建计划的刷新计划

  4. 在“新建计划刷新计划”页上,输入描述并在想要刷新数据模型时设置计划。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. 完成时选择“创建计划的刷新计划”。Select Create scheduled refresh plan when done.

    创建计划的刷新计划

修改计划的刷新计划Modifying a Schedule Refresh Plan

修改计划的刷新计划与创建操作类似。Modifying a scheduled refresh plan is similar to creating one.

  1. 在 Web 门户中,右键单击 Power BI 报表,然后选择“管理”。In the web portal, right-click on the Power BI report and select Manage.

    从 Power BI 报表上下文菜单中选择“管理”

  2. 在左侧菜单中,选择“计划的刷新”选项卡。In the left menu, select the Scheduled refresh tab.
  3. 在“计划的刷新”页上,选择想要管理的刷新计划旁边的“编辑”。On the Scheduled refresh page, select Edit beside the refresh plan you want to manage.

    选择你想要编辑的计划旁边的“编辑”

  4. 在“编辑计划的刷新计划”页上,输入描述并在想要刷新数据模型时设置计划。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. 完成时选择“应用”。Select Apply when done.

    编辑计划的刷新计划页与创建屏幕类似

查看计划刷新计划的状态Viewing the status of Schedule Refresh Plan

在 Web 门户中,查看计划刷新计划的状态。View the status of a schedule refresh plan in the web portal.

  1. 在 Web 门户中,右键单击 Power BI 报表,然后选择“管理”。In the web portal, right-click on the Power BI report and select Manage.

    从 Power BI 报表上下文菜单中选择“管理”

  2. 在左侧菜单中,选择“计划的刷新”选项卡。In the left menu, select the Scheduled refresh tab.
  3. 在“计划的刷新”页上,最右边的列用于显示计划状态。On the Scheduled refresh page, the right most column displays the status of a plan.

    状态Status 说明Description
    新建计划的刷新计划New Scheduled Refresh Plan 此计划已创建但并未运行。The plan has been created but has not ran.
    正在刷新Refreshing 刷新进程已开始。The refresh process has started.
    将模型流式传输到 Analysis ServerStreaming model to Analysis Server 将报表服务器目录数据库的模型复制到托管的 Analysis Services 实例。Copying the model from the report server catalog database to the hosted Analysis Services instance.
    正在刷新数据Refreshing data 刷新模型内的数据。Refreshing the data within the model.
    正在从模型中删除凭据Removing credentials from the model 从模型中删除用于连接到数据源的凭据Removed the credentials used to connect to the data source from the model.
    正在将模型保存到目录Saving model to the catalog 数据刷新已完成,并且正在将刷新的模型保存回报表服务器目录数据库。Refreshing of data is complete and the refreshed model is being saved back to the report server catalog database.
    已完成:数据刷新Completed: Data Refresh 刷新完成。Refresh is done.
    错误:Error: 刷新期间出错并显示错误。An error occurred during refresh and is displayed.

若要查看当前的状态,必须刷新网页。The web page must be refreshed to see the current status. 该状态不会自动更改。The status will not change automatically.

后续步骤Next steps

若要了解有关创建和修改计划的详细信息,请参阅创建、修改和删除计划To learn more about creating and modifying schedules, see Create, modify, and delete schedules.

有关如何对计划的刷新进行故障排除的信息,请参阅对 Power BI 报表服务器中计划的刷新进行故障排除For information on how to troubleshoot scheduled refresh, see Troubleshoot scheduled refresh in Power BI Report Server.

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