Introduction #

Data in your Power BI reports is actually a copy. You can refresh the data in Power BI Desktop and publish the report manually again but it is possible to automatically refresh the data. You can set an interval, for example every day or every week. Scheduling the refresh interval is done in Power BI Service.  Power BI Service is the cloud variant of Power BI Desktop. You can also edit and share reports for example but Power BI Desktop has a better and more responsive user experience. Because Power BI Service is a cloud based app, it is always running and your published reports remain there so that other users can access them. Logically, this is also the place to schedule refresh. But the Power BI Service has no access to the custom connector ‘ISOPlanner BI’ which is installed locally on your computer. Therefore, a data gateway is needed. Microsoft provides an out of the box data gateway which links the custom connector(s) on your computer to Power BI Service. It is best to install this on a (virtual) server which is always on, otherwise the refresh cannot be done.

Installation #

These steps are not needed anymore when the ISOPlanner BI connector is certified by Microsoft. In that case, the connector is deployed as part of Power BI Service and can directly connect to ISOPlanner.

1. Install the Microsoft on-premises data gateway using this manual.
2. In the user interface of the data gateway, select menu Connectors and set the folder to the folder where you installed the ISOPlanner BI.mez file
3. In the Windows explorer, grant the principal NT Service\PBIEgwService access rights to this folder.
4. Restart the data gateway and check whether the ISOPlannerBI connector is visible in the Connectors menu.
5. Log into Power BI service
6. Go to Settings (top-rights) and choose Manage connections and gateways
7. Go to tab On-premises gateways. Your locally installed data gateway should be visible. Select it and click Settings. Enable these settings.

1. In your Power BI service workspace, select the semantic model you want to refresh and click the … menu behind it. Select Settings.

1. On the tab Gateways and cloud connections, enable the ‘Use an On-premises or VNet data gateway‘ and select the gateway from the dropdown ‘Maps to‘.

1. Schedule the Refresh interval

Resources #

1. Publishing a report to Power BI Service and ISOPlanner dashboards
2. General data model guidelines
3. Data model tables and fields
4. Microsoft Learn: Configure scheduled refresh