Skip to main content

Power BI

Under Review

Add "monthly" as a scheduled refresh option

Vote (3292) Share
Shawn Davis's profile image

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 (261)
Shawn Davis's profile image Profile Picture

Yaswanth Muthakapalle on 11 Mar 2024 02:19:55

RE: Add "monthly" as a scheduled refresh option

Hello @Admin, The idea has changed to under review over a year ago, it would be nice to see this option, which is useful for many organizations that have monthly reports.

Shawn Davis's profile image Profile Picture

Sophie Suessenbach-Oblak on 07 Feb 2024 13:16:39

RE: Add "monthly" as a scheduled refresh option

We would also be greatful if a monthly refresh option or at least similar option as on the Report Server would become available! Is there any update on this idea?

Shawn Davis's profile image Profile Picture

Jennifer Bass on 02 Aug 2023 16:45:07

RE: Add "monthly" as a scheduled refresh option

Please add monthly and quarterly as a scheduled refresh option. Our users require this for their dashboards. We use the same dashboard for 7 different clients and each client has their own refresh requirement for which monthly and quarterly are requirements. We desperately need this option sooner than later as we don't want to have to maintain scheduled refresh configurations in 2 different places.Do you think you are close to making it an option? We have a project deadline of August 31, 2023 and the admin comment on this idea stated that it was under review as of October 21, 2022.

Shawn Davis's profile image Profile Picture

Cody Summers on 25 Jul 2023 12:46:09

RE: Add "monthly" as a scheduled refresh option

We are trying to move to Power BI from other BI tools and this limitation is problematic. Every other BI Tool we use has a monthly scheduling option. Please make this available with Power BI.

Shawn Davis's profile image Profile Picture

Mark Mckelvy on 05 Jun 2023 12:11:15

RE: Add "monthly" as a scheduled refresh option

It's alarming this hasn't been implemented yet. This tells me MS feels like it doesn't have competition here.

Shawn Davis's profile image Profile Picture

Alan Kulawczyk on 11 May 2023 19:44:34

RE: Add "monthly" as a scheduled refresh option

Weekly reports are not synced with other reporting systems. Trending Monthly is a standard for many distributed reports.

Shawn Davis's profile image Profile Picture

Diane Bollinger on 10 May 2023 19:47:08

RE: Add "monthly" as a scheduled refresh option

Please add monthly as a refresh option. Most healthcare reports are refreshed monthly.

Shawn Davis's profile image Profile Picture

James Anderton on 14 Apr 2023 12:40:34

RE: Add "monthly" as a scheduled refresh option

I was about to put an idea up to this effect - An option similar to the subscription settings for users - the ability to select ranges or multiple days under a Monthly scope would massively help..

Shawn Davis's profile image Profile Picture

Karen Lillystone on 24 Mar 2023 09:29:08

RE: Add "monthly" as a scheduled refresh option

Any News on this? We are going to use Power Automate but it is going to be difficult for some of the users as they will not be able to directly see the refresh.Also as someone else mentioned - what about stopping a dataset refresh? Thanks

Shawn Davis's profile image Profile Picture

Roberto Ayllon on 19 Feb 2023 10:34:04

RE: Add "monthly" as a scheduled refresh option

Fantastic idea. I would suggest also to add the option to choose whether the "scheduled refresh" should stop trying to refresh after 4 attempts.