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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 (267)
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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.

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Power BI User on 06 Jul 2020 00:10:08

RE: Add "monthly" as a scheduled refresh option

Needs doing, have used Power Automate as a short cut and works fine.

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dylan brown on 06 Jul 2020 00:09:54

RE: Add "monthly" as a scheduled refresh option

The PBI dev team must have been fired. Simple stuff such as this should have been introduced years ago. Please MSoft, Support your users....

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Jonas on 06 Jul 2020 00:09:34

RE: Add "monthly" as a scheduled refresh option

Just like previous comments, I cant believe that this feature hasn't been implemented. Probably because of the license model, which are based on data consumption. MS know the need for this and by implementing that feature would mean less income probably.

It's an essential feature to have in reporting!