We are using PowerBI online. we purchased pro license.
I checked for my login and I am in Global Administrator role.
Still I found Refresh schedule on Dataset option disabled for me?
It is disabled, because your dataset is not refreshable. You should check What's supported? section of Configuring scheduled refresh article. You didn't mention what is the source of your dataset. In general, Power BI service needs access to the data source to be able to refresh the dataset. This means that either your data source should be somewhere in the cloud (e.g. Azure SQL Database, file on OneDrive and SharePoint Online, etc.), or there is a data gateway installed and configured.
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My problem is very easy: I'm retrieving all stocks about lithium on the ASX market from this web page.
I created a Power BI dashboard that you can visualize here.
As the source is Web I would like to refresh it every day using the Gateway connection, so I have successfully installed it on my computer that I turn on every day:
The problem is that instead of a successful daily refresh I have a daily error:
Failed to test the connection to your data source. Please retry your credentials.
Some credentials aren't validated as they are set to skip test connection.
If I enter in the Edit credentials I see the error:
Failed to update data source credentials: The credentials provided for the Web source are invalid. (Source at https://www.marketindex.com.au/commodities/lithium.)Show details
This because I'm using Authentication method: Anonymous and Privacy level setting for this data source: Public. But this is exactly what I'm using on Power BI desktop and it's working!
What am I doing wrong here?
Why the same connection is working fine on Power BI Desktop but not the same dashboard uploaded online?
EDIT: the On-premises data gateway looks installed without problems
It seems like the issues you're experiencing may be caused by the link you're using (https://www.marketindex.com.au/commodities/lithium), although I'm not sure exactly why.
For example, as has been mentioned in the Do I Need a Gateway for Web post, one can use Web.Contents instead of Web.BrowserContents in the raw M code in the Power Query Editor to avoid using a gateway. However, when I test this implementation using the link that you provide, I get an error when refreshing from Power BI online.
If I test this implementation using an HTML table from the https://tradingeconomics.com/commodity/lithium website, though, and set the data source credentials as follows, then I am able to successfully refresh the dataset from Power BI online.
I tested this with another HTML table from a random webpage and an online refresh worked as well. So it seems like there is something odd about how Power BI online interacts with the Market Index website and this is causing your issue. Potentially because of some authentication configuration on the Market Index side of things? I'm not able to help with looking further into why this is occurring, though.
Would you be able to use a different website with similar information as a data source for your report? If so, you could avoid the issues you're experiencing and avoid using a gateway in general if you wanted.
If you go this route, it seems like using the included "Scheduled refresh" setup in Power BI online works, but I will include the Power Automate scheduled refresh setup below in case this is desired instead.
Power Automate Scheduled Refresh
One can use Power Automate to "schedule" dataset refreshes instead of the included "Scheduled refresh" functionality in Power BI online. The steps are a little too long to include here, but the Refresh your Power BI dataset using Microsoft Flow article outlines the process on setting this up. There are various triggers that you can use to trigger your flow. The linked article uses one that triggers based on a SharePoint action, but there is a Recurrence trigger that can be used to trigger your flow at regular intervals/times.
Just set up your flow, make sure that it is "turned on", and your dataset will refresh at regular intervals from the cloud.
My business doesn't like using Direct Query. They believe in putting all data in to Power BI via the 'Import' option. This means that whenever our team wants to refresh the data in a Power Bi dashboard, they must:
Download the .pbix file from the SharePoint where they're published.
Open that file in Power BI desktop.
Click to refresh the data from our SQL server.
Re-publish the dashboard.
This has to be done for every single dashboard that we have. This is plainly absurd.
Can either Power Apps or Power Automate be used to refresh several dashboards at once? I don't know what licensing I have for Power Apps, but when I went through the list of connections that the web version let me use, I saw no options for Power BI. As for Power Automate, I saw no way to access my dashboards.
If your data is hosted in your internal network, you need to install the Data Gateway on a machine in your network. You can then use that data gateway for scheduled refresh and don't need to download/refres/upload the pbix file.
The Data Gateway is a free download. You can find links to that in the menus of the Power BI online interface.
I have an existing PowerBI report that imports data from an SQL Server analytics services database. This is working fine and I can schedule automatic refreshes using the Gateway provided by my organization.
I would now like to add some additional, but rarely changing data, that I only have in a local Excel file. When I do add this data, the report stops refreshing automatically and complains, that it has no gateway to refresh this Excel file.
What I would like is that Power BI is refreshing the data of the SQL Server analytics services database, but just keeps the existing Excel file without updating it. - I will upload an updated version of the PowerBI report if I need to change the data in the Excel file.
Is that possible? I couldn't find out how. I was trying to upload the Excel file to a different dataset to the Power BI service and reference this dataset in my report. Just to find out, that I cannot access a different Power BI dataset and SQL server analysis services database from the same report.
Three things I can think of
Upload the file to onedrive/sharepoint so that it's accessible online (per Dev's answer)
If the data is simple enough, you can add the data directly into PowerBI itself and skip the Excel file entirely.
You can disable the Excel file refresh so that PBI does not try and refresh(and thus access) the local Excel file. (Not sure if this will work)
I had a similar issue I came across. Yes, you can just use Enter Data to add a table, but you can only build something with less than 3000 cells, so you'd have to merge several tables if something was larger than that.
Turning off the report refresh in the suggestion above (#3) still requires a gateway, unfortunately.
I just created a dataflow and plopped the data from my csv there. You'll have to create a connection and refresh it, but you don't need to schedule a refresh there, so no need to create a gateway.
Then just link the dataflow as a source to your .pbix file and setup your gateway to point at the dataflow.
I'm using Power bi service along with power bi desktop version.
What I'd like is to spend less time on setting up UI for my charts.
Let's say I have multiple accounts with power bi datasets in them (hybrid dataset to be able to display data in real-time).
Currently I have to create report on each of them, set up charts etc. I expected to create pbix file once and then just publish it to different accounts. But when it comes to reports bound with power bi datasets, it is no longer possible. Even if account already has exactly the same hybrid dataset.
Any ideas on how to implement portable reports?
If I got your point correctly, you have multiple accounts and in each of them you have the same dataset. You want to create open report, which you will publish to all of these accounts. I do not understand why do you need to create a new report for each of your accounts. Why not just change the data source of your report prior publishing it to each of these accounts?
Also it is not clear, how these datasets are created. I think there are two possible options here - these datasets are published with your report, or they are existing datasets not published with this report.
In the first case, just design your report, getting data from your database, and publish the report in each of your accounts. You could change the data source prior every publishing, if your different accounts/datasets should get data from different databases.
In the second case, when you design your report, do not get data from the database, but connect the report to the Power BI Service itself:
and pick the existing dataset:
Before each publish change the account you are logged in, change the data source of the report and select the dataset from the corresponding account. This way when publishing the report, the dataset will not be overwritten, but will be shared between this report and any other report who uses it.
To change the data source of your report, in the drop down of "Edit Queries" button, select "Data source settings" and then click "Change Source..." button.
In both ways you will design your report only once, but it will be published in different accounts using different data.
Are all of your users in the same tennant/company?
If so, create a workspace. Create your report which uses another power BI dataset as its source. Turn on row level permissions. Share the new report to all people. They will only see the data relevant to them and you will only need to maintain one report.
Row level security in power bi
I have used Power BI Service with Multiple Reports/Users in Same Organization with Shared Data Sources using different Reports for each user using the same Datasets.
From your Admin Account (eg. it#contoso.org) Publish all the Reports and once its working from Online (after configuring Gateway and DataSources). Download the PBIX Report File from Power BI Online.
Using Admin Account go to Dataset Settings and Allow the users who will use reports using this datasets to Publish Reports using this Dataset (further security to use dataset i.e. Even if they get the source PBIX File and upload it they wont get access to the data).
Login using the Users Power BI Account (must be within Same Organization, eg. contoso.org) then upload the Same PBIX Report File which was downloaded Earlier from Power BI Web Portal (do not publish via the Desktop App), its more efficient and cleaner on Accessing the Data through Web/Devices.
Now the reports as already they are using the same shared Datasets, the reports will be running fine and the data source settings only have to be done once from Admin User.
And for any further databases Administration only One Admin Account need to be used to access and modify the Data Source Settings.
I need to refresh the dataset on a powerbi desktop file. The data source is an excel file placed on my onedrive for business folder - to which I have access to. I also saved my pbix file in the folder, however I am using a Mac as of the moment and the only way I'm thinking of is to share the pbix file from one drive to my colleague from work. Will that work, or is there any other way to refresh the data without connecting to the desktop file?
P.S. I've check the refresh, but since my work laptop is offline - I can't schedule a refresh
In powerBI without sharing the pbix file you can share the dashboard with your colleagues just by selecting 'share' on the dashboard.
For the data source you can use an online database instead of the oneDrive file.
The way to allow PowerBI to refresh data from your Onedrive for business is to "share" the file in Onedrive for business. https://medium.com/#Konstantinos_Ioannou/onedrive-powerbi-desktop-use-valid-paths-to-import-data-stored-in-onedrive-for-business-60089848e594#.e9wn6kqjn
Then you can share a) either the PBIX file (refresh will be enabled; authentication to the file is "oauth2"). Or you can upload it to the PowerBI web service and share the dashboard there. You need to reauthenticate the data source and then also scheduled refresh will work.
I would publish your report to the PowerBi online service. Here you can then share the report with your colleague and setup a schedule refresh using the data gateway.
This would require a network connection though.