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Add "monthly" as a scheduled refresh option

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Shawn Davis on 19 Aug 2015 23:26:55

Pro users have the ability to schedule refresh for daily (intra day) and weekly. For some datasets, monthly is the right cadence. Can we have a scheduled refresh option that is Monthly (and lets us choose which day of the month the refresh is to occur)?

Administrator on 21 Oct 2022 02:42:32

10/20/2022 - under review - Mo

Comments (260)
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Kim Pearson-Kime on 13 Jul 2020 23:30:48

RE: Add "monthly" as a scheduled refresh option

Definitely need more flexibility when scheduling, options like monthly/yearly etc. Also need more timing options. An option to have more than one schedule per dataset would be great so you could schedule daily Mon - Fri and once on Sunday.

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Narendra Narendra on 06 Jul 2020 00:18:16

RE: Add "monthly" as a scheduled refresh option

It should required the monthly schedule

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Power BI User on 06 Jul 2020 00:17:24

RE: Add "monthly" as a scheduled refresh option

Critical need as most financial reporting systems have month end processing jobs. Thus the lack of this feature does not allow for proper vetting of data between Power Bi and other internal reporting systems.

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Power BI User on 06 Jul 2020 00:17:08

RE: Add "monthly" as a scheduled refresh option

Can we consider this idea to be "improve the scheduled refresh features" that can incorporate other similar ideas? As well as refresh monthly, I'd like the option to refresh some sources within a dataset at one frequency, and some at another (or not at all). Or everything yearly, fortnightly (which could probably be rolled up into this main idea by having more than one day within the monthly option). Different frequencies per day would also be nice - right now we can only differentiate between doing every scheduled refresh on a day, or none of them, there's surely some demand to have a dataset refresh frequently during the working week, but just once a day at the weekend. Or refreshing at times other than just on an hour/half hour to spread gateway loads.

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Power BI User on 06 Jul 2020 00:16:58

RE: Add "monthly" as a scheduled refresh option

More refresh timing functionality such as this would be great. Thanks.

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Leticia on 06 Jul 2020 00:16:15

RE: Add "monthly" as a scheduled refresh option

This is a much needed refresh option!

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Charles Walker on 06 Jul 2020 00:15:09

RE: Add "monthly" as a scheduled refresh option

This is pretty sad this basic feature isn't present 5 years later. Let's get this off the backburner please

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dk_power on 06 Jul 2020 00:15:01

RE: Add "monthly" as a scheduled refresh option

This is much needed Option.. Please include this ASAP.

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Jennifer Pavey on 06 Jul 2020 00:13:33

RE: Add "monthly" as a scheduled refresh option

We only need to update our Performance Metrics monthly as the report is based on a rolling 12 months. There is no way to use the daily/weekly to make the dateset auto refresh the first day of a new month so I would have to set refresh to daily which is a waste of resources. For now I set a reminder to do the refresh. I foresee we will probably have many Power BI Reports in the future that are similar. I would think this would be an easy feature to add :)

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Power BI User on 06 Jul 2020 00:10:45

RE: Add "monthly" as a scheduled refresh option

This should be a no brainer.