There are two ways to schedule a Power BI Dataset Refresh: As part of a Report Export Schedule, and as an independent Workflow (Automation Schedule).
Dataset Refresh as part of a Report Export Schedule
All schedule types have the Refresh Datasets Tab. From here you can schedule the Dataset Refresh as part of the Report Schedule. Selecting the dataset(s) in this section enables the dataset to be automatically refreshed before the report export is triggered.
- Power BI Account: Select the account to refresh datasets.
- Workspace: The path to the required report.
- Dataset: Select the dataset.
- Notification Options: Receive a notification after the dataset refresh is completed, the Dataset refresh fails, or choose not to receive a notification.
- After refreshing the datasets above, wait 'X' seconds before running the report: Enter the required amount of time in seconds the scheduler should wait after completion of the Dataset Refresh before running the report.
Dataset Refresh as an Independent Workflow (Automation Schedule)
In an Automation Schedule the Dataset Refresh Task is located in the General Section.
Select the Refresh Power BI Dataset Task and Drag & Drop it to the right hand side of the screen.
General
Use this task to refresh your Power BI Dataset at a scheduled time that suits your Business requirements.
- Task Name: Enter a name for the task.
- Power BI Account: Select the account to refresh datasets.
- Workspace: The path to the required report.
- Dataset: Select the dataset.
- Notification Options: Receive a notification after the dataset refresh is completed, the Dataset refresh fails, or choose not to receive a notification.
- After refreshing the datasets above, wait 'X' seconds before running other Tasks (if any) Enter the required amount of time in seconds the scheduler should wait after completion of the Dataset Refresh before running other Tasks.
You can add more than one task to an Automation Schedule to create a custom Workflow.
These functions may be combined with other schedules such as the Event based Schedule to unlock even more powerful capabilities. Please view Event Based Schedules to learn more.
To combine automation tasks with a schedule type, use a custom task. Custom tasks are usually created toward the end of a Report schedule Wizard. Please view Custom Tasks to learn more.