Creating gateways and refreshing reports in Power BI Service
Part one of an eight-part series of blogs

Naturally you want the reports that you publish to Power BI Service to be up to date, but the rules are fiendishly complex. This blog explains when and how to create the two types of gateway, and how to ensure your reports refresh.

  1. Getting Power BI Service reports to refresh (this blog)
  2. How Power BI connections work
  3. How connections work for Direct Query
  4. Setting up a personal gateway to allow data to refresh
  5. Creating an on-premises data gateway for everyone to use
  6. Gateway requirements, limitations and troubleshooting
  7. Manual and scheduled refreshing of data
  8. Refreshing data within the cloud (Azure, OneDrive)

This blog is part of a much longer series, which together comprise a full online training course in Power BI Service.  You can see get details of our classsrom Power BI training courses here.

Posted by Andy Brown on 03 July 2017

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Getting Power BI Service reports to refresh

Microsoft have made the rules for this more complicated than they need to be, but in this blog I'll try to explain them as clearly as I possibly can.

To achieve clarity, I'm not going to consider every possible scenario (that's what the various Microsoft sites are for).  I'll also state clearly where you'll need to pay for Power BI Pro, rather than using the free version of the software.

The example I'll use throughout this blog is a simple report based on an Excel file and a CSV file, which together yield this dataset:

Example dataset

The example dataset has two tables - the one on the left comes from a CSV file, the one on the right from an Excel workbook.

 

 

My report then contains one slicer and one column chart:

Example report

The example report contains two visualisations only.

It's worth stepping through every step of this blog: it's easier to understand how refreshing works when you understand exactly what it involves.

If you want to try things out yourself, you can download the data files and the report PBIX file here.

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