Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Earn the coveted Fabric Analytics Engineer certification. 100% off your exam for a limited time only!

Reply
gerget
Frequent Visitor

Automatically refresh online data (CRM) in Power BI Desktop and Power BI Service simultaneously

Hi, 

 

I am working with data that is drawn from an online source (Microsoft Dynamics 365). Somehow, the data is not automatically refreshed - neither in Power BI Desktop nor on Power BI Service. I need the data to automatically refresh in both versions whenever I click the refresh button on Power BI service so that the dashboards show the latest data. Is there any way to achieve this? 

 

Thanks a lot in advance and best regards

gerget 

1 ACCEPTED SOLUTION
v-yuezhe-msft
Employee
Employee

@gerget,

In Power BI Service,  you are able to set schedule refresh for your dataset to achieve automatically refresh. Tiles  refresh updates the cache for tile visuals  in dashboard once data changes, this happens about every fifteen minutes.

Have you set schedule refresh in Power BI Service? Do you get any error message in Power BI Service with schedule refresh?

In addition, it is not possible to automatically refresh data in Power BI Desktop, you have to manually click refresh button in Power BI Desktop to get updated data. There is an idea about this issue, please vote it up.

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

1 REPLY 1
v-yuezhe-msft
Employee
Employee

@gerget,

In Power BI Service,  you are able to set schedule refresh for your dataset to achieve automatically refresh. Tiles  refresh updates the cache for tile visuals  in dashboard once data changes, this happens about every fifteen minutes.

Have you set schedule refresh in Power BI Service? Do you get any error message in Power BI Service with schedule refresh?

In addition, it is not possible to automatically refresh data in Power BI Desktop, you have to manually click refresh button in Power BI Desktop to get updated data. There is an idea about this issue, please vote it up.

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.

Helpful resources

Announcements
April AMA free

Microsoft Fabric AMA Livestream

Join us Tuesday, April 09, 9:00 – 10:00 AM PST for a live, expert-led Q&A session on all things Microsoft Fabric!

March Fabric Community Update

Fabric Community Update - March 2024

Find out what's new and trending in the Fabric Community.

Top Solution Authors
Top Kudoed Authors