Datamodelling with a shared dataset and refreshes on the datasets

[Kellef]

Hello,
I have a "master dataset (shared dataset)" that my reports are based on. If I add something to the master data set and refresh it, I think it should affect the sub data sets that are added when I create reports based on the master data set? I have set up a refresh on the master dataset and daily refreshes on the reports. What am I missing?

Once I download the report and update manually, it works...but of course I want it to work in the flow when I upload to PBI services.

According to the picture. The ProdMaster dataset, when updated, brings in the latest changes and the latest data. It works....BUT, the 2 datasets/reports based on the ProdMaster dataset are not updated. Why? I insert that it is updated after the ProdMasterDataset.

[collinq · Accepted solution]

HI @Kellef ,

I think that the issue is that the sub datasets have to be refreshed as well - they do not automatically know that the first dataset is updated.  Each dataset will have to be updated individually.  This holds true for the reports as well.  Until a report is refreshed it won't modify just because the master dataset refreshed.

This is actually a good thing as you don't want reports to suddenly just change without some sort of process.  This could cause analysis (and presentations) to have unexpected results.  This also allows for version control of the data and the reports if so desired.

[Kellef]

Thanks for your reply, after some analysis and discussion we have come to the conclusion that it is exactly as you say it is smarter that it is more secure this way and easier for versioning.