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Member
Posts: 67
Registered: ‎07-12-2018
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Can power bi refresh data automatically when new data comes to dynamic 365 database?

Hello,

I have a revenue table in power bi (which uses dynamic 365 as the data source) and it is published to dynamic 365 dashboard on a daily basis. However, it is all manually done at the moment. I need to refresh the data in power bi and publish to dynamic 365 dashboard on a daily basis. 

Is there a way to automate this? I.e. If new data comes to dynamic 365, power bi will refresh the data automatically and publsih it back to dynamic 365 dashboard?

I have search some forum and found out about rest API but I am not a programmer. Do we have other ways to achieve this?

Thanks,
Ricky


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t_R Member
Member
Posts: 96
Registered: ‎06-20-2018

Re: Can power bi refresh data automatically when new data comes to dynamic 365 database?

Hi @rickylee,

 

As I understand, you have a power BI report whcih you then publish to the Power BI Service and then from there to dyamic 365 dashboard - correct?

 

If so, you can achieve referehsing with scheduled refresh:

refresh1.PNGrefresh2.PNG

 

 

 

 

 

 

 

 

 

 

However, the scheduled refresh is fixed so it only happens at the time you've selected - and it is limited to 8 refreshes per day for free and pro users and 48 refrehses a day for premium users.

 

If you want to "force" a refresh every time data is changed, make a Flow with Microsoft Flow. This solution requires you to make a PowerBI custom connecter in Microsoft Flow. and I got it done with easy-to-follow instructions from this blog. I needed a similar refreshing feature for one of my reports and the only solution I found was making a Flow with Microsoft Flow and creating a custom Power BI connector to Flow. Please note, that the 8 or 48 refreshes a day limit still exists even if you use Flow.

 

Br,

 

T

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Super User
Posts: 2,063
Registered: ‎07-22-2015

Re: Can power bi refresh data automatically when new data comes to dynamic 365 database?

 I believe you published your reporting on powerbi service, if yes then you can schedule data refresh in powerbi service , 8 times a day maximum .




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New Contributor
Posts: 444
Registered: ‎02-15-2018

Re: Can power bi refresh data automatically when new data comes to dynamic 365 database?

You may look at using FLOW to do this.  Also PowerBI supports straming (live) data sets that might meet you needs but there are limitaitons. 

t_R Member
Member
Posts: 96
Registered: ‎06-20-2018

Re: Can power bi refresh data automatically when new data comes to dynamic 365 database?

Hi @rickylee,

 

As I understand, you have a power BI report whcih you then publish to the Power BI Service and then from there to dyamic 365 dashboard - correct?

 

If so, you can achieve referehsing with scheduled refresh:

refresh1.PNGrefresh2.PNG

 

 

 

 

 

 

 

 

 

 

However, the scheduled refresh is fixed so it only happens at the time you've selected - and it is limited to 8 refreshes per day for free and pro users and 48 refrehses a day for premium users.

 

If you want to "force" a refresh every time data is changed, make a Flow with Microsoft Flow. This solution requires you to make a PowerBI custom connecter in Microsoft Flow. and I got it done with easy-to-follow instructions from this blog. I needed a similar refreshing feature for one of my reports and the only solution I found was making a Flow with Microsoft Flow and creating a custom Power BI connector to Flow. Please note, that the 8 or 48 refreshes a day limit still exists even if you use Flow.

 

Br,

 

T

Member
Posts: 67
Registered: ‎07-12-2018

Re: Can power bi refresh data automatically when new data comes to dynamic 365 database?

Thank you.

Highlighted
Member
Posts: 67
Registered: ‎07-12-2018

Re: Can power bi refresh data automatically when new data comes to dynamic 365 database?

Thank you for the heads-up.

Established Member
Posts: 177
Registered: ‎04-27-2018

Re: Can power bi refresh data automatically when new data comes to dynamic 365 database?

Hey @t_R,

 

That was a really cool blog post; thanks for the link. Are you saying that if you set this up, there is still the 8 refreshes a day limit? Meaning that the Microsoft Flow will fail after its 8th execution?

 

Thanks,

Parker

t_R Member
Member
Posts: 96
Registered: ‎06-20-2018

Re: Can power bi refresh data automatically when new data comes to dynamic 365 database?

@Parker_Stevens,

 

To my knowledge, yes. I can't remember which one fails Flow or Power Bi but you'll get an error. IT depends on your Power Bi workspace/license: Pro gives 8 times and Premium 48 - this might have changed, I'm not sure.

 

However if you connect with direct query instead of import then the refresh is automatic and changes in the data automatically appear in your reports.

 

Br,

 

T

Established Member
Posts: 177
Registered: ‎04-27-2018

Re: Can power bi refresh data automatically when new data comes to dynamic 365 database?

Thanks @t_R. I appreciate the info