Scheduled refresh is a Power BI feature that updates imported report data automatically at set times.
Scheduled refresh
Scheduled refresh is a Power BI feature that updates report data automatically at set times.
Quick facts about audit logs
Automatic updates
Scheduled refresh lets Power BI update imported data without someone manually refreshing the report.
Set refresh times
Teams can choose when refreshes should run, often based on reporting needs and data availability.
Keeps reports current
A successful refresh helps users work with newer data when they open a report.
Needs monitoring
Refreshes can fail if credentials, gateways, source systems or settings are not working correctly.
When reports need fresh data on a rhythm
Scheduled refresh is useful when reports depend on data that changes regularly. Instead of manually updating a report every day or week, teams can set Power BI to refresh the data on a planned schedule. Scheduled refresh is often used for:
- Daily sales reports
- Weekly finance dashboards
- Operational performance reports
- Customer reporting updates
This helps make reporting more predictable. Users can open a report expecting the data to follow a known refresh pattern, as long as the underlying data source and refresh settings are working properly.
Fresh reports depend on more than the report design
A Power BI report may have clear visuals and strong measures, but it still needs reliable data updates. If refreshes fail or run at the wrong time, users may make decisions based on outdated information.
For shared reporting, refresh reliability becomes part of the user experience. Customers, partners and internal teams need to know that the reports they open are updated as expected. Skald BI helps organizations share finished Power BI reports through a secure branded portal, while scheduled refresh remains part of the Power BI data setup behind those reports.
Use cases
See how different types of organisations use Skald BI to share Power BI securely with employees, customers and partners.
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Frequently asked questions
What is scheduled refresh in Power BI?
Why is scheduled refresh useful?
It helps keep reports updated without requiring someone to refresh the data manually.
What can cause a scheduled refresh to fail?
Refreshes can fail because of expired credentials, gateway issues, source system changes, data errors or incorrect refresh settings.
Is scheduled refresh the same as live data?
No. Scheduled refresh updates data at planned times. Live or direct connections can query data more continuously, depending on the setup.
How does scheduled refresh relate to Skald BI?