It’s critical to keep your reports current in data analysis. Scheduled refreshes are possible with Power BI, but you might not always need to use the default settings. In this post, we’ll look at how to use Power Automate to plan a 5-minute refresh for your Power BI reports.
Although Power BI is an excellent tool for data visualization, it can be difficult to ensure that your data is up to date. Although Power BI’s built-in scheduled refresh feature allows for as little as a daily frequency, Power Automate enables you to achieve even more regular refreshes—up to one every five minutes. This procedure guarantees that your stakeholders always have access to the most recent data while also improving your reporting capabilities.
Prerequisites:
Before you begin, ensure you have:
– A Power BI Pro license or access to a Power BI Premium workspace.
– A Power Automate account.
– A report was published by the Power BI service.
Step 1: Create a New Flow in Power Automate:
1. Log in to Power Automate: Visit (https://flow.microsoft.com) and log in with your credentials.
2. Create a New Flow:
– Click on “Create” in the left sidebar.
– Choose “Scheduled cloud flow.”
3. Set the Flow Name:
– Give your flow a descriptive name, like “Power BI Refresh Every 5 Minutes.”
4. Set the Schedule:
– For the “Starting” time, set it to your desired start time.
– Under “Repeat every,” select “5” and choose “Minutes” from the dropdown.
5. Click “Create”: This will set up the basic structure for your scheduled flow.
Step 2: Add Power BI Action to Refresh Dataset:
1. Add New Step:
– Click on “New step.”
2. Search for Power BI:
– In the action search bar, type “Power BI” and select the “Power BI” connector.
3. Select Refresh a Dataset:
– From the available actions, choose “Refresh a dataset.”
4. Configure the Dataset:
– You’ll need to specify the following:
– Workspace: Select the workspace where your dataset is located.
– Dataset: Select the dataset you want to refresh
5. Save the Flow: After configuring the action, click “Save” at the top right corner.
Step 3: Test Your Flow:
1. Manual Test: To ensure everything is set up correctly, you can manually trigger the flow by clicking on “Test” at the top right.
2. Monitor the Flow: After testing, go to the “My flows” section and monitor the flow’s execution. You can view the run history to confirm that the dataset is refreshing as expected.
Step 4: Enable Notifications (Optional)
To stay informed about the success or failure of your refreshes:
1. Add a Notification Step:
– After the “Refresh a dataset” action, click “New step” again.
– Search for “Notifications” and choose “Send me a mobile notification” or “Send an email.”
2. Configure the Notification:
– Customize the notification message to include details about the dataset refresh.
3. Save the Flow: Remember to save your changes.
Conclusion:
These instructions will help you effectively use Power Automate to plan a 5-minute refresh for your Power BI reports. By doing this, you may improve decision-making and teamwork in addition to keeping your reports current.
You can automate and manage data in countless ways with Power Automate, freeing up your time to concentrate on extracting insights from your data rather than handling it.
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Author: TalaMarla BalaRaju