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mh2587
Super User
Super User

Power BI is excellent for creating standard KPI and card visuals. However, when you need more control over design, compact layouts, and modern visual styles, the built-in visuals can feel limiting.

This is where SVG inside DAX becomes a game-changer. By combining SVG with DAX, you can create fully custom KPI cards that include growth trends, mini comparison bars, and automatic highlights, all responsive to filters and slicers.

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anmolmalviya05
Super User
Super User

Schedule refresh.png

Keeping your Power BI reports up to date automatically is critical once they are shared with business users. No one wants to open a report and see yesterdayโ€™s or worse, last weekโ€™s data.

 

In this blog, youโ€™ll learn how to configure schedule refresh in Power BI Service, why itโ€™s important, and what prerequisites you must check before enabling it.

 

This guide is beginner-friendly and works whether youโ€™re using Power BI Pro or Power BI Premium.

 

Why Do We Need Schedule Refresh in Power BI?

Once you publish a Power BI report to the Power BI Service and share it with users, the dataset does not refresh automatically unless you configure it.

 

Imagine this scenario:

  • You build a Power BI report
  • Publish it to production
  • Share it with business users
  • Then move on to another project

If schedule refresh is not enabled:

โŒ Users will see outdated data

โŒ Manual refresh becomes a dependency

โŒ Trust in reports reduces

 

๐Ÿ‘‰ Schedule Refresh solves this problem by automatically refreshing your dataset at defined intervals, ensuring users always see the latest data.

 

Prerequisites Before Configuring Schedule Refresh

Before enabling schedule refresh, make sure the following conditions are met:

 

โœ… 1. Dataset Is Published to Power BI Service

Schedule refresh can only be configured after publishing the report from Power BI Desktop.

 

โœ… 2. Gateway Configuration (If Required)

Cloud data sources โ†’ No gateway required

On-premises sources (SQL Server, Oracle, etc.) โ†’ Gateway must be configured and running

 

โœ… 3. Data Source Credentials

Make sure the data source credentials are configured correctly

anmolmalviya05_0-1770101311979.png

โš ๏ธ If the gateway & Data Source credentials is not configured correctly, the refresh will fail.

Step-by-Step: Configure Schedule Refresh in Power BI Service

Follow these steps to enable schedule refresh:

 

Step 1: Open Your Workspace

  • Go to Power BI Service
  • Navigate to the workspace where your report is published

Step 2: Locate the Dataset (Semantic Model)

  • Find your dataset (now called Semantic Model)
  • Click on the Schedule Refresh icon or Settings
    anmolmalviya05_1-1770101339759.png

Step 3: Open Refresh Settings

  • Scroll down to the Refresh section
    anmolmalviya05_2-1770101355783.png
  • Turn Schedule Refresh to ON
    anmolmalviya05_3-1770101369810.png

Step 4: Choose Refresh Frequency

You can choose:

  • Daily
  • Weekly
    anmolmalviya05_4-1770101391203.png

If you select Daily, the dataset refreshes every day automatically.

 

Step 5: Select Time Zone

Choose the correct time zone so refresh happens at the expected business time.

anmolmalviya05_5-1770101405269.png

Step 6: Add Refresh Times

You can schedule multiple refreshes in a day:

  • Power BI Pro โ†’ Up to 8 refreshes/day
  • Power BI Premium โ†’ Up to 48 refreshes/day

Click Add another time to schedule additional refresh slots.

anmolmalviya05_6-1770101420569.png

 

Step 7: Configure Failure Notifications

If the refresh fails, Power BI can notify:

  • Semantic Model Owner
  • Specific email addresses
    anmolmalviya05_7-1770101435998.png

     

This ensures issues are detected immediately.

 

Step 8: Apply Settings

  • Click Apply.

๐ŸŽ‰ Your schedule refresh is now enabled!

How to Verify Schedule Refresh Is Working

After enabling schedule refresh:

  • Go back to the workspace
  • Check the dataset (Semantic Model)
  • Youโ€™ll see Next Refresh Time displayed
    anmolmalviya05_8-1770101452425.png

This confirms the refresh schedule is active.

Common Issues & Tips

๐Ÿ”น Refresh Fails?

  • Check gateway status
  • Verify data source credentials
  • Ensure tables/views still exist

๐Ÿ”น Performance Tip

  • Avoid unnecessary columns
  • Optimize queries in Power BI Desktop

๐Ÿ”น Best Practice

  • Schedule refresh during off-peak hours

Key Takeaways

โœ” Schedule refresh keeps reports updated automatically

โœ” Gateway is mandatory for on-premises data sources

โœ” Pro and Premium have different refresh limits

โœ” Email notifications help monitor failures

Frequently Asked Questions (FAQs)

โ“ How many times can I refresh Power BI dataset per day?

  • Power BI Pro: 8 times
  • Power BI Premium: 48 times

โ“ Do I need a gateway for Azure SQL or SharePoint?

No. Cloud sources do not require a gateway.

 

โ“ What happens if schedule refresh fails?

Power BI sends a failure notification email to configured recipients.

 

๐Ÿ”š Stay Connected with Power BI Corner

If you found this blog helpful and want to deeply understand Power BI and Microsoft Fabric, make sure to stay connected with me across platforms:

 

๐Ÿ”น YouTube:

๐Ÿ‘‰ Check out Power BI Corner for practical tutorials and real-world projects

https://www.youtube.com/@PowerBICorner

 

๐Ÿ”น LinkedIn:

๐Ÿ‘‰ Connect with me on LinkedIn for daily Power BI & Fabric insights

https://www.linkedin.com/in/anmol-malviya/?originalSubdomain=in

 

๐Ÿ”น Telegram Community:

๐Ÿ‘‰ Join the Power BI Corner Telegram group for discussions & updates

https://t.me/+Il8fNsHm2ng3YmNl

 

๐Ÿ”น WhatsApp Group:

๐Ÿ‘‰ Be part of the Power BI learning community on WhatsApp

https://chat.whatsapp.com/KqsU8HUXcsaIoUEyq0zCIq

 

๐Ÿš€ Keep learning. Keep building. Power BI mastery starts here.

danextian
Super User
Super User

Power BI offers several slicer options, but each has limitations. Standard slicers support multiple fields only through hierarchies and still require manual selection, even with text search. The Text Slicer visual allows a โ€œcontainsโ€ search without selecting values, but it works on only one column and cannot search across multiple tables.

 

In this article, Iโ€™ll show how to achieve a similar free-text search experience in Power BI despite these limitations.

danextian_1-1770111632927.gif

 

 

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Zanqueta
Super User
Super User

Row-Level Security (RLS) is great, but it cannot hide sensitive columns completely. When you try to use Object-Level Security (OLS) instead, your charts often crash.
This post solves that problem. Learn how to implement a "Defence in Depth" strategy and discover the Field Parameter trick that allows you to hide columns dynamically while keeping your dashboard error-free.

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tharunkumarRTK
Super User
Super User

Do you know what the Percent option really means in Power BI rule based conditional formatting?
It does not work the way most of us assume.
I explained the behavior with a simple example

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EsraaKamal
Kudo Commander
Kudo Commander

Tired of applying conditional formatting visual by visual? In this post, I share a practical DAX strategy to centralize your formatting logic and save hours of work plus, a proposal for a new "Page-Level" feature we need in Power BI

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jennratten
Super User
Super User

Power BIโ€™s Narrative visual is often seen as a storytelling tool for dashboards - summarizing KPIs, trends, and anomalies in natural language. But what if we could push it further, beyond dashboards and into the realm of data modeling and coding?

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Murtaza_Ghafoor
Responsive Resident
Responsive Resident

For many years, Power BI developers relied heavily on Import mode to achieve good report performance.

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KarinSzilagyi
Super User
Super User

The Microsoft Power BI DataViz World Championships 2026 are here, and if youโ€™re planning to participate, thereโ€™s one judging criterion that could make or break your entry: accessibility.

 

By the time I submitted my first DataViz contest report, it felt finished. I liked the result, had experimented with new techniques, and believed I had met all the judging criteria.

 

As we all know: Hindsight is 20-20.

 

Once the adrenaline subsided, the glaring mistakes appeared.
Alt text, in particular, didnโ€™t hold up once I looked at it more closely. Multiple entries were missing entirely, and even where I had added alt text, I could tell that it felt wrong, though I couldn't tell yet why
I donโ€™t have a time machine (yet, if you can see this, Iโ€™m still working on it), so I did the next best thing: studied and researched. Luckily for you, Iโ€™m sharing what I learned - so you donโ€™t have to stumble into the same pitfalls I did.

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Abhilash_P
Super User
Super User

With User-Defined Functions (UDFs) in DAX, we can now create our own formulas and use them again and again.
This makes reports cleaner, easier to understand, and reduces mistakes

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suparnababu8
Super User
Super User

Power BI Service provides built-in options to schedule daily and weekly dataset refreshes. However, there is no native option for monthly refresh. This limitation often becomes a challenge when business requirements demand a refresh on a specific day of every month.


In this blog, Iโ€™ll walk you through a practical and reliable workaround to schedule a monthly refresh for a Power BI dataset using Power Automate. The steps are explained in detail and are easy to follow, even if you are new to Power Automate.

suparnababu8_1-1767795352381.png

 

 

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Chris1642
Frequent Visitor

One-click tool that shows exactly where fields, measures, and tables are used across every Power BI report - down to the visual. All workspaces, full lineage, and a whole lot more for an all-in-one governance and impact solution.

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ajaybabuinturi
Memorable Member
Memorable Member

In Power BI, slicers/filters are interactive visualizations used for filtering data within reports and dashboards. They enable users to refine the data displayed based on specific criteria, making the entire report more interactive and customizable. In this blog I will take a closer look at four popular slicers.

Blog Cover Image.png

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anmolmalviya05
Super User
Super User

Turning Reports into Actionable Applications

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anmolmalviya05
Super User
Super User

A Game-Changer for Governance, Safety & Modern BI Development

 

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