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Automated data refresh on BI Web (Gateway)
Automated data refresh on BI Web (Gateway)

Automatisation du refresh de donnée

Updated over a year ago

Data refreshed at intervals of 3 hours or more thanks to PowerBI's gateway function

It involves using the tools built into Power BI to perform what is called a scheduled data refresh. The method requires a free or Pro PowerBi license and the installation of a gateway on a computer.

Prerequisites

Execution

Once the table has been published, go to the PowerBI Web workspace to create a gateway.

  • Enter the e-mail address associated with the PowerBI account;

  • Configure as a new gateway;

  • Enter a name to recognize the gateway on PowerBI;

  • Enter a password to restore the gateway in the future;

  • The gateway is now installed;

  • Go to the PowerBI Web page and click on My workspace;

  • Select the data and click on the three vertical dots next to the Datasets option, then on Schedule update;

  • Click on Gateway connection;

  • Select the previously created gateway and click on Configure;

  • Click on Add data sources to use the gateway;

  • Name the data source and select the MySQL option in the data source type;

  • Enter the server and database information available in the BI Access section of the Paperless Forms website;

  • Choose the Basic authentication method and enter the username and password provided in the BI Access section of the Paperless Forms website;

  • Return to the Schedule update option;

  • Click on Add and return to the Schedule update option, then the Connect to gateway option;

  • The gateway should appear in green; all that remains is to select the data source and click Apply;

  • Go to the Scheduled update section and activate your new schedule;

  • Enter the times at which you want the refreshes to take place (there is a maximum of 8 refreshes per day for the Free and Pro accounts) by clicking on Add another schedule.
    You can enter an e-mail to send alerts if the refresh is not working.Once the times are set, click on Apply.

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