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krajani
Helper V
Helper V

Disabling "Include in report refresh" not working

Hi everyone,

 

I have about 10-12 reports that load the same Calendar, a SSRS report, in their PBI reports. These PBIX are published in the Cloud and are scheduled to refresh themselves overnight as well as during the day. We have found from SSRS logs that the Calendar SSRS is being called a lot of times, which is unexpected as the Calendar query within PBIX has its “Include in report refresh” disabled. Is that not how it works, that is, disabling this option will stop PBI engine from going back to the data source, given there are no appends and merges within this query nor in other queries?

 

PBI -include-in-report-refresh-disabled.png

 

Thanks
kaz

1 ACCEPTED SOLUTION
v-yuezhe-msft
Microsoft
Microsoft

@krajani,

" These PBIX are published in the Cloud and are scheduled to refresh themselves overnight as well as during the day."

"Include in report refresh" option only works for Power BI Desktop, it doesn't impact the refresh process in Power BI Service.

In Power BI Desktop, when  you disable "Include in report refresh" option, data will not update in report view of Power BI Desktop after you click "Refresh" button in Desktop.

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

18 REPLIES 18
v-yuezhe-msft
Microsoft
Microsoft

@krajani,

" These PBIX are published in the Cloud and are scheduled to refresh themselves overnight as well as during the day."

"Include in report refresh" option only works for Power BI Desktop, it doesn't impact the refresh process in Power BI Service.

In Power BI Desktop, when  you disable "Include in report refresh" option, data will not update in report view of Power BI Desktop after you click "Refresh" button in Desktop.

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

@v-yuezhe-msft @krajani

 

Am I the only one reading this and thinking, "What the heck? That's POOR DESIGN by Microsoft!" 

 

Disabling the "Include in Report Refresh" should mean just that, "don't try to refresh this data sourcr". It should NOT mean, "don't try to refresh this data source ONLY if you are using Power BI Desktop. But if you're using the Power BI Service, then try to refresh it!"

 

So the ONLY way to have a data source that does NOT get refreshed is to put it in a "Enter Data" table manually?!?

 

Sorry to say, but I'm VERY disappointed in MS for this design choice!

I totally agree with you. I also tried my luck with support and had none...

 

Now I created a Idea for this topic. Hope I can get some Upvotes on it to get it going. -> https://ideas.powerbi.com/ideas/idea/?ideaid=44f7ca13-e8c9-eb11-ba5e-281878bdaa58

Paulyeo11
Impactful Individual
Impactful Individual

Hi All

 

i am happen to saw this post. 

I like to know if I have all my CSV raw data at DropBox , And I need the PBI to  perform a schedule refresh or reload during 3 Am. Can it be done ?

 

Hope some one can share with me.

 

paul

@Paulyeo11  Not sure how getting/refreshing data from DropBox is at all related to the "Include in Report refresh" feature. For best response from the community, you may want to start a new thread, or even SEARCHING the forums for a similar topic. I fount several. Perhaps this thread will help:

https://community.powerbi.com/t5/Desktop/Data-source-hosted-on-Dropbox/m-p/48233#M19081

 Best of luck.

Not a very smart solution, I agree. But the most likely solution would be to provide a never changing datasource like an Excel and always load static data from there. You'd have to create an additional gateway data source though and might have a lot of unnessesary network traffic... 

@SokonSorry, but that's known as 'defect support system'

What happens if the location of that static data moves? You don't NEED to refresh it, but Power BI Service FORCES you to, and then FAILS because it's not there. 

 

<rant>

This is a horrible design spec, where the desktop tool does something different than the service.

<\rant>

Sorry, but it's just my opinion.

All:

Apparently, the July '20 Desktop update should fix this, but I think you need to open the model in that version (or later), save, then re-publish. FYI the July update is 'V3' and included the "enhanced metadata format" that is needed for this setting to be visible and usable by the service.

Actually, there is a better work-around now that DataFlows are up in GA:

Configure each Source in a DataFlow, and each DataFlow can have its own refresh schedule. So DataFlow1 can be static data. Refresh it once and never again. DataFlow can be the transactional data that gets refreshed regularly.

Then create a Power BI model that uses BOTH DataFlows.

@ToddChitt: When the data really IS static, I don't care if the source moves, do I?

However, you are absolutely right with dataflows: I can put my data there once an load it in all my datasets without the need to setup and maintain an extra gateway data source for it. That makes things a lot easier!

I'd say it solves the problem, even when it hurts me to think about that data nevertheless being loaded into the datasets without need during every refresh...

@SokonYes, I think you DO care as Power BI Service WILL try to refresh that data even if you don't need it to. So it always needs to be where the service can find it. 

 

That's the beauty of Data Flows. You can refresh them once, and NEVER set up a Refresh Schedule, yet you can still reference them (and the cached data) in Power BI Desktop designer. 

If you have read this far in the thread, and you are as frustrated at Microsoft for ignoring this issue, PLEASE go to User Voice at the below link and vote on the item. More votes means a better chance that Microsoft will sit up and take notice.

 

https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/20579641-exclude-a-table-from-ref...

 

Thanks

So I have been monitoring the link above regarding the User Voice item, and also hounding Microsoft to A) acknowledge there is an issue and B) do something about it. 

Last Week I did a quick test and discovered that it may have been fixed. I'm curious to know if ohter people are seeing the same (new and expected/corrected) behavior on the service regarding "Include in Report Refresh"

 

Nice it it has probably been fixed, but the User Voice item is still listed as "Needs Votes", and I have not seen any mention of it in Blogs, releases, or other official communication from Microsoft. Like they fixed it on the sly but are unwilling to admit that it was an issue to begin with. 

Great idea. But many will overlook this possibility.

We ran into the same issue. The solution was to configure data sources on the gateway for sources that users imported once and that never change. Otherwise the gateway won't show up for the dataset because it is missing data sources. (They couldn't use "Enter data" because the amount of data was too big) That makes no sense, does it? Is there a was around this?

 

Can you elaborate on your technique stop refreshing what is essentially a 'static' table in a Power BI dataset, since there is no way with the Power BI Service to stop the service from refreshing specific tables?

 

 

We didn't change the default behaviour. It's more of a workaround. We simply load data from static sources that never change.

 

However, because it took us so long to provide the needed additional data sources via the gateway, our user took another approach: He loaded his static data in multiple "Enter Data" tables. He reported that you can paste up to 600 rows of data into the "Enter Data" experience so he split his data and union'd the tables again in query editor. Ugly, but it works for him.

 

Please help to upvote the idea to be able to change the default behaviour here!

@v-yuezhe-msft 

Thanks for confirming my understanding. 

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