Configure a Power BI cloud dashboard for refresh: Difference between revisions

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== Allow the Power BI (cloud) IP Address for the Model ==
== Allow the Power BI (cloud) IP Address for the Model ==


First off, the Power BI (cloud) [[IP Addresses]] must be allowed for the model.  For more information, see [[Allowing / disallowing IP addresses access to a model]].
First off, the Power BI (cloud) [[IP Addresses]] must be allowed for the model.  For more information, see [[Allowing Power BI cloud IP addresses access to the model]].
 
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== Configure the Power BI Cloud data source settings ==
== Configure the Power BI Cloud data source settings ==
[[File:PowerBICloudDataSourceSettings.png|300px|thumb|right|Data Source Settings (Power BI in the cloud)]]
[[File:PowerBICloudDataSourceCredentials.png|300px|thumb|right|Data Source Credentials (Power BI in the cloud)]]


Secondly, the data source credentials must be setup in Power BI in the cloud as these settings are not included when publishing your model (for security reasons).
Secondly, the data source credentials must be setup in Power BI in the cloud as these settings are not included when publishing your model (for security reasons).


# Go to [app.powerbi.com].
# Go to [https://app.powerbi.com app.powerbi.com].
# Using the list on the left-hand side, locate and expand the workspace containing the dashboard.
# Using the list on the left-hand side, locate and expand the workspace containing the dashboard.
# Find the '''Datasets''' section and locate your data set.
# Find the '''Semantic Model''' or '''Data Flow''' that matches your report.
# Click on the vertical '''...''' and select '''Settings'''.
# Click on the horizontal '''...''' and select '''Settings'''.
# Expand the '''Data Source Credentials''' section.
# Expand the '''Data Source Credentials''' section.
# Click on the hyperlink next to each data source and enter the credentials.
# Click on the hyperlink next to each data source and enter the credentials.
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# If choosing '''Basic''', additionally enter your username and password used to login to OdataLink.
# If choosing '''Basic''', additionally enter your username and password used to login to OdataLink.
# Select the correct '''privacy level''' (usually '''Organizational''').
# Select the correct '''privacy level''' (usually '''Organizational''').
# Click '''Sign In''' to finalise and test the credentials.
# Repeat the steps for each data source.
# Repeat the steps for each data source.
# Expand the '''Parameters''' sections, enter any parameters required and click '''Apply'''.
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== Configure the Power BI Cloud data scheduled refresh settings ==
== Configure the Power BI Cloud data scheduled refresh settings ==


# Go to [app.powerbi.com].
[[File:PowerBICloudScheduledRefreshSettings.png|300px|thumb|right|Scheduled Refresh (Power BI in the cloud)]]
 
# Go to [https://app.powerbi.com app.powerbi.com].
# Using the list on the left-hand side, locate and expand the workspace containing the dashboard.
# Using the list on the left-hand side, locate and expand the workspace containing the dashboard.
# Find the '''Datasets''' section and locate your data set.
# Find the '''Semantic Model''' or '''Data Flow''' that matches your report.
# Click on the vertical '''...''' and select '''Settings'''.
# Click on the horizontal '''...''' and select '''Settings'''.
# Expand the '''Scheduled Refresh''' section.
# Expand the '''Scheduled Refresh''' section.
# Turn '''On''' the option to keep your data up to date.
# Turn '''On''' the option to keep your data up to date.
# Select the '''Refresh Frequency''' and '''Time Zone'''.
# Select the '''Refresh Frequency''' and '''Time Zone'''.
# Click '''Apply''' to save the settings.
# Click '''Apply''' to save the settings.
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== Related Topics ==
== Related Topics ==
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:[[Integrating OdataLink with Microsoft Power BI]]
:[[Integrating OdataLink with Microsoft Power BI]]
:[[Publishing a Microsoft Power BI desktop report to the cloud]]
:[[Publishing a Microsoft Power BI desktop report to the cloud]]
== Search Words ==
Schedule Refresh
Power BI Online Schedule Refresh