How to refresh data in Power BI [STEP-BY-STEP GUIDE]

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Updated onFebruary 28, 2024

updated onFebruary 28, 2024

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The Refresh option is a basic function in Power BI. The tool has Refresh Now and Schedule Refresh as available options. You can use Refresh Now to perform a manual refresh in Power Bi Desktop. Also, you can schedule a refresh in a few easy steps.

Still, refreshingdatain Power Bi is not so obvious at first sight, asone user said:

I have created some reports using Power BI desktop and Published those as a Web Page from Power BI service. My source is SharePoint. I want to schedule refresh of Power BIdatafrom source SharePoint in every 2 hours. How to achieve this?

So, we know that the OP wants to refresh the Power Bidatafrom the SharePoint source once every two hours. Here’s how to do that.

Steps to refresh your data in Power BI

1. Configure credentials

First of all, you need to configure the credentials fordatasources used in the Power Bi report.

2. Create a plan for Schedule Refresh

Find out more about Power BI Desktop from our comprehensive guide!

3. Use manual Refresh button from Home in Power BI Desktop

This is rather simple, but you can refresh yourdataone time only.

Conclusion

Refreshing yourdatain Power BI is a very usefulfeature, especially Schedule Refresh. Generally, people who work with this tool use dynamic sets ofdataand it is not physically possible to refresh them manually.

These steps can be useful, but ifscheduled refresh on Power BI is greyed out, we have a guide that can help you with that.

Did you find the methods useful? Let us know in the comments section below!

How to refresh data in Power BI [STEP-BY-STEP GUIDE]#

Steps to refresh your data in Power BI#

1. Configure credentials#

2. Create a plan for Schedule Refresh#

3. Use manual Refresh button from Home in Power BI Desktop#

Conclusion#