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Microsoft Idea

Power BI

Under Review

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 (250)
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Dale Page on 01 Dec 2022 10:59:24

RE: Add "monthly" as a scheduled refresh option

Capturing month end data from a number of external sources outside our direct control is absolutely essential for our C-Suite

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Anil SONAWANE on 14 Oct 2022 09:20:58

RE: Add "monthly" as a scheduled refresh option

I don't think anyone from Microsoft is looking at these comments! And also, who on the earth from Microsoft has approved the idea of not including "MONTHLY REFRESH" option?

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Pawan Vuppala on 11 Oct 2022 21:38:19

RE: Add "monthly" as a scheduled refresh option

How do we get this more attention?

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Fraser Martens on 16 Sep 2022 14:32:44

RE: Add "monthly" as a scheduled refresh option

Power Automate is fine in a pinch but leads to confused/concerned users because in the workspace it appears that the dataset isn't scheduled to refresh. A monthly refresh schedule is a basic, basic feature that should have shipped with Power BI years ago.

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James Bartlett on 22 Aug 2022 21:03:31

RE: Add "monthly" as a scheduled refresh option

BEFORE YOU VOTE: Have you tried scheduling the monthly refresh using Power Automate? I've been using Power Automate for all of my unconventional refresh scheduling needs for over a year with no problems. You should give it a try!

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Michael Colbert on 22 Jul 2022 14:45:52

RE: Add "monthly" as a scheduled refresh option

Agree, this is needed. For now, as an alternative, you can schedule this in Power Automate, the recurrence trigger provides all the flexibility that you need.

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Richard Murray on 05 Jul 2022 15:01:03

RE: Add "monthly" as a scheduled refresh option

Completely agree with prior requests. Monthly cadence is extremely useful.

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Arefeen Shamsuzzoha on 27 Jun 2022 17:50:43

RE: Add "monthly" as a scheduled refresh option

Needs to happen. Why does microsoft concentrate of the flashy stuff no one uses and neglect the basics?

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Alastair Macnair on 16 Jun 2022 09:21:32

RE: Add "monthly" as a scheduled refresh option

This is a really simple idea and needs implementation.We provide numerous reports where the data is ingested weekly or monthly at sets days in the week or month and this would be a great way to better manage the refresh process for those dashboards rather than run a daily refresh 29 times on a static data set for no real reason.

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Danilo Araujo Lemos on 08 Jun 2022 20:49:53

RE: Add "monthly" as a scheduled refresh option

Agendar atualização por mês.Permitir ao usuário escolher:- "primeiro dia do mês",- "último dia do mês" ou- "inserir o dia desejado do mês para ocorrer a atualização (1,2,...31)".Com este procedimento, será possível a atualização precisa uma vez por mês e evitará o processamento desnecessário do banco de dados.xxxxxSchedule update per month. Allow user to choose:- "first day of the month",- "last day of the month" or- "enter the desired day of the month for the update to occur (1,2,...31)". With this procedure, it will be possible to update accurately once a month and will avoid unnecessary processing of the database.