To keep your data upto date, you need to make it ON by pressing the button. I have used MySQL database. In authentication, I need to select Basic and then my database username is root and no password is there and click sign in. In case if your data source is some database you need to enter username and password as shown below. Note: For setting parameters, you need to learn about Query Parameters. You can leave this step if you have not set any parameters in your data table. A notification will come that Data source updated. You can edit the path of the file if you have changed the path of the file in your local system and in the Authentication method you need to select WindowswithoutImpersonation and click on Sign In. First, we will see for the CSV file connection.Īfter clicking on data source credentials you need to click on edit option. In case if your data source is a CSV or excel file you need to enter the path and in the case of any database data source you need to enter the username and password for the database connection. You need to enter the credentials of your data source. I guess you understand the meaning of data source credentials by just reading it. Congratulations our first step is completed. You will see a personal gateway is installed and can be easily seen in your screen.
#Schedule refresh power bi desktop install#
To download this, you need to click on the Gateway connection and then install now. After downloading, the screen look something like this as shown below. In power BI service, you need to install a gateway for your on-premises data source. Power BI is the cloud-based service and if the data source is located on premises location (lie csv file or MySQL and Oracle database) to connect these we require some gateway to connect these two which is called Gateway connection. Gateway connectionįirst, we get going with gateway connection but wait!!! what is Gateway connection or let’s simply say it what are Power BI gateways? So we will go through all the options showing in the image one by one. This is the main window which you need to understand. Click on it which will redirect to you to another window which will look something like this as shown below.
You will see a Schedule refresh button under the Actions column. You will see all the datasets of your workspace.Ĥ. I had published a common_uncommon report in my workspace.ģ. You will see this window as shown above in the image. First, we are discussing the csv file case.ġ. First, you need to go to the workspace in which you have created the report.Ģ. It can be your csv file in your system or the data connected to your localhost database. The process is somehow different in both the cases.
#Schedule refresh power bi desktop update#
Scheduled Refresh is used to update the report automatically if you make any changes in the data source.
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