STEPS TO BE FELLOWED
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if your dataset supports scheduled refresh, by using Refresh Now and Schedule Refresh, there are a few requirements and settings important for refresh to be successful. These are Gateway connection, Data Source Credentials, and Schedule Refresh. Let’s take a closer look at each.
This will describe the options available for both the Power BI Gateway – Personal and the On-premises data gateway.
To get to the schedule refresh screen, you can do the following.
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STEP 1
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Select the ellipsis (...) next to a dataset listed under Datasets.
Select Schedule Refresh.
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STEP 2
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Gateway connection
You will see different options here depending on whether you have a personal, or enterprise, gateway online and available.
If no gateway is available, you will see Gateway settings disabled. You will also see a message indicating how to install the personal gateway.
If you have a personal gateway configured, it will be available to select, if it is online. It will show offline if it is not available.
You can also select the enterprise gateway if one is available for you. You will only see an enterprise gateway available if your account is listed in the Users tab of the data source configured for a given gateway.
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STEP 3
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Data source credentials
Power BI Gateway - Personal
If you are using the personal gateway to refresh data, you will need to supply the credentials used to connect to the back end data source. If you connected to a content pack, from an online service, the credentials you entered to connect will be carried over for scheduled refresh.
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