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Can I schedule a refresh in PowerBI using CData Connect Cloud?

  • 2 January 2024
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I am using CData Connect Cloud with PowerBI to access my data (Sage Intacct). Is there a way to configure a scheduled refresh? Is this even something that Connect Cloud supports?

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Best answer by James T 2 January 2024, 23:01

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One of the great features of CData Connect Cloud’s Microsoft Certified Power BI Connector is that use of the PowerBI Gateway isn’t required to refresh your data!

Once you have published your report to PowerBI.com, you simply need to authenticate to CData Connect Cloud on PowerBI.com like you did for Power BI desktop:

  1. Open the PowerBI.com workspace where you saved your report.

  2. Open the data-set associated with the report.

  3. Navigate to File > Setings. Under Data Source, click Edit Credentials.

    • For Authentication, select OAuth2.

    • Select the privacy level for your organization.

    •  

  4. Click Sign in and enter your CData Connect credentials when prompted.

  5. On the same page, you can now select Refresh and configure a refresh schedule

    • Configure a Refresh in PowerBI.com

       

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