To create a dataset in Microsoft Power BI and schedule data refresh on a specific schedule, follow these steps:
- Open the PowerBI Desktop application. Note: Adding datasets is not possible on PowerBI online.
- Connect to your data source: In the Power BI service, click on the "Get Data" button in the left navigation pane to connect to your data source.
- Select “Web” and click “Connect.”
- In the “From Web” window, paste the data transfer URL provided by ApartmentIQ and click “OK.”
- Next, click “Load” to complete the setup process.
- Choose “File” > “Save” to save the dataset and report.
To schedule automatic updates to this dataset, follow these steps:
- In the toolbar, click “Publish” and choose the workspace to publish to.
- Navigate to your browser and sign into PowerBI online here: https://app.powerbi.com/
- Open your Workspace, and open the dataset you just created and published.
- On the dataset page, open the “Refresh” menu and select “Schedule refresh.”
- Expand the “Refresh” section. Set the toggle to “On” and select the refresh frequency, time zone, and time. Click “Apply.”
By following these steps, you can create a dataset in Power BI and schedule its refresh on a specific schedule. Power BI will automatically refresh the data based on the defined schedule, ensuring that your dataset is up to date with the latest information from ApartmentIQ.