The features described in this article are only available to customers with iClassPro subscription plans that provide access to the Data Warehouse.

IN THIS ARTICLE:
Learn more about how to manually refresh the local dataset referenced by the Power BI Template and/or configure Power BI to auto-refresh this dataset on a regularly defined schedule.

• Why would I need to refresh my Power BI Template dataset?
• How do I manually refresh my dataset in Power BI?
• How do I schedule Power BI to auto-refresh the dataset?
• Troubleshooting and potential issues

Why would I need to refresh my Power BI Template dataset?

When you connect your Power BI template to your data source, Power BI imports the data from the original data source into a locally stored dataset. Power BI report and dashboard queries then return results from the imported tables and columns. (This might be considered a “point-in-time copy”, or a copy of the data as it stood when you last connected it to the data source.)

Because Power BI copies this data to a local dataset and does not always refer back to the original data source, you must occasionally refresh the dataset to fetch changes from the underlying data sources. As your data source is updated nightly, you may wish to do this every day when you open Power BI to ensure that you’re getting the latest available data.

NOTE: Refreshing data in Power BI does not only affect iClassPro’s Sample Power BI Template; it also updates any other reports that you have created/customized using the Power BI service by connecting to the configured Data Source for each report to import the most recent data set(s).

How do I manually refresh my dataset in Power BI?

To manually refresh your data in Power Bi, launch the desktop app. 

In the Home ribbon, click the "Refresh" icon:

Clicking the “Refresh” button will connect Power BI to your configured Data Source(s) and import the most recent dataset(s) for each report.

How do I schedule Power BI to auto-refresh the dataset?

You can also set any reports you create through the Power Bi service to refresh automatically, but you will still need to periodically refresh your Power Bi template itself by manually clicking the Refresh button I mentioned before. 

1. Log in to https://app.powerbi.com/
2. Click on the name of the Workspace that contains the report for which you would like to schedule an auto-refresh.
3. In the list of reports/datasets, hover over the dataset name to reveal additional action icons:
   
4. To the right of the Dataset name, click the icon that looks like a folder with circular arrows on it:
   
5. Expand the “Scheduled Refresh” settings area:
   
6. Under “Configure a data refresh schedule to import data from the data source into the dataset, switch the toggle so that it's set to “On”:
   
7. Configure the refresh schedule by selecting:
   1. The refresh frequency
   2. The appropriate Time Zone
   3. The time at which you wish to refresh the data.
      1. NOTE: The Amazon Redshift data source is generally updated around 2am each day.  To ensure that you have the most recent results, you should configure your refresh time AFTER this update has occurred.
8. Under “Send refresh failure notifications to”, enter the email address of anyone who should be notified if the refresh fails.
   1. If the refresh process fails, the specified user(s) will receive an email from Microsoft Power BI with the subject line “Refresh failed: [dataset name] has failed to refresh” containing details about the error encountered when trying to refresh the dataset. (NOTE: in the email subject line, [dataset name] will be replaced with the name of your specific dataset.)
9. Click Apply to save your changes.

Troubleshooting and potential issues

• Refresh Times Out
  • Occasionally, various connection issues may cause the refresh process to time out. If you find that this is happening regularly, we recommend scheduling Power BI to refresh the local dataset twice daily to improve the odds that you are always looking at the most reliable recent data.
• Dashboard doesn't reflect changes after refresh
  • Please allow 10-15 minutes for a refresh to be reflected in the dashboard.
• Uncompressed data limits for refresh
  • The maximum size for datasets imported into the Power BI service is 1 GB. These datasets are heavily compressed to ensure high performance. If a refresh in the Power BI service fails for this reason, you may need to reduce the amount of data being imported to Power BI and try again.
• Scheduled refresh disabled
  • If a scheduled refresh fails four times in a row, Power BI automatically disables the refresh. Once the underlying problem has been addressed, you can re-enable the scheduled refresh.
• Data refresh failure because of password change or expired credentials
  • You should only encounter this error if you have requested iClassPro update your login credentials and failed to run the steps outlined in "How Can I Update the Data Source in Power BI?" to re-enter your login/password.
• “Resolve the error: Container exited unexpectedly with code 0x0000DEAD”
  • If you receive this error, try disabling the scheduled refresh and republish the dataset.
• “Processing Error: The following system error occurred: Type Mismatch”
  • This error is usually due to an out-of-date Power BI version. 
    • If you installed Power BI Desktop via the Microsoft Store, it should be set to automatically update.
    • To manually update Power BI, you need to know which current version you are running.  You can find this by going to “Help” in the toolbar and then selecting “About.” Note the version number.
    • Go to https://www.microsoft.com/en-us/download/details.aspx?id=58494 and expand the “Details” option.  Compare the version number there with the version number from your “About” menu.  
      • If the version on the website is newer, you need to download and install the latest version.

For additional troubleshooting tips, see https://learn.microsoft.com/en-us/power-bi/connect-data/refresh-troubleshooting-refresh-scenarios.