PowerBI Scheduled Refresh Best Practices

[Shamus Cunningham]

The following is a mini-guide on best practices for setting up a scheduled refresh of an oData in PowerBI 

Step 1: Configure your exports using the "Auto-Update" option. This is an important step and makes sure that whenever the powerbi service requests data from Seeq that the data range window updates to "now"

https://support.seeq.com/space/KB/112868662/OData+Export#Configuring-the-OData-Export

 

Step 2: Create an access key and authenticate with the access key in powerbi to begin building your dashboards. 

https://support.seeq.com/space/KB/740721558 

 

Step 3: Publish to your PowerBI workspace of choice

 

Step 4: In your PowerBI workspace open up the settings for your dataset 

 

Step 5: For each export included in your dataset click the edit credentials link and then enter your access key information from Step 2. Click Sign In to verify the information 

 

Step 6: Configure your Scheduled Refresh cadence and click Apply