Refreshing Data

Stacia Varga
PRINCIPAL CONSULTANT

@_StaciaV_ blog.datainspirations.com
Overview Publishing datasets
Refreshing data
Using Power BI Gateway - Personal
Understanding Power BI Gateway –
Enterprise
 Publishing Datasets
Local Data Models Online Data Models

PBIX PBIX

Power BI
Service

Uploads
model - data - reports
 Refreshing Models
Local Data Models Online Data Models

PBIX PBIX

Power BI
Service

Uploads and replaces Refreshes

model and reports model and reports
 Refreshing Imported Data
Requires gateway
Manual or scheduled refresh

IBM DB2
SQL Server Power BI
Service
MySQL

Oracle
PostgreSQL
Teradata
Sybase
SAP HANA Analysis Access
Services
 Refreshing DirectQuery Sources

Requires gateway
SQL Server Power BI No schedule
Service

Oracle

Teradata

SAP HANA
 Refreshing Live Connections
Requires gateway
No schedule

Power BI
Service

Analysis Services
Tabular
Refreshing Local Files
Requires gateway
Manual or scheduled refresh

JSON
Power BI
Service
 Refreshing Online Files
No gateway
No schedule

JSON
Power BI
Service

OneDrive or
SharePoint
Online
 Other On-premises Sources
Requires gateway
Manual or scheduled refresh
R R Script

Power BI
Service
SharePoint List

ODBC
ODBC

Active Directory OData Feed

Azure

Power BI
Service
DirectQuery
No gateway
No schedule

SQL DB
SQL DW
 Blob storage
Azure
Table storage

DocumentDB
Power BI
No gateway Service
Manual or scheduled refresh

SQL DB
SQL DW
Data
Lake Import
 Online Services
No gateway
Automatic refresh daily

Power BI
Service
SharePoint Online Exchange Online

Dynamics CRM
Salesforce Objects
& Reports

Google Analytics Facebook

 Manual Entry

Power BI
Service

Upload new model

 Using Power BI Gateway - Personal

Download & Install Configure Edit Credentials

Your credentials set Sign into Power BI and Specify credentials for
gateway as provide Windows each data source in
application or service credentials to connect dataset
Understanding Power BI Gateway - Enterprise

Use one Enterprise Gateway

Use Power BI Pro account to
instead of many personal
gateways install Enterprise Gateway

Install on a server Don’t open firewall ports

Summary
Refreshing data
Using Power BI Gateway - Personal
Understanding Power BI Gateway –
Enterprise
Additional Resources
Troubleshooting Power BI Gateway -
Personal
- https://powerbi.microsoft.com/en-
us/documentation/powerbi-admin-
troubleshooting-power-bi-personal-
gateway/
Power BI Gateway – Enterprise
- https://powerbi.microsoft.com/en-
us/documentation/powerbi-gateway-
enterprise/