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Power BI: Setting Up a Scheduled Refresh


Setting Up the Power BI On-Premises Data Gateway

To ensure that Power BI reports display up-to-date data, they can be automatically synchronized with the data sources at regular intervals. A Power BI report is typically created in Power BI Desktop and then published to the Power BI service. A scheduled refresh is only possible after the report Published has been published.


For information on connecting to the PowerBI Connector, see the following article: PowerBI Connector



After publication, a gateway is required to make data from local sources available to the report. The On-premises Data Gateway serves this purpose. It is a locally installed Windows application that enables the connection between local data sources and the Microsoft cloud. The standard version of the gateway is used.


The gateway should not be installed on a computer that might be turned off, in sleep mode, or disconnected from the Internet. Under these circumstances, the gateway cannot run. OAuth 2.0 authentication for the connection requires an interactive login at least once every 90 days.


You can find installation instructions for the default gateway here: Download and install Standardgateway


After successful installation and setup, a message appears stating that the gateway is online and ready for use.



To enable access to buildagil data, the buildagil connector is then integrated. The *.mez file provided for this purpose is stored in the following path: C:\Program Files\On-premises data gateway\CustomConnector


If the folder does not exist, it can be created manually. If the file is recognized correctly, the connector will appear in the gateway under the name "buildagil."


The buildagil connector can be downloaded via the following link: Download Power BI Connector



The next step is to configure the settings in Power BI Service.



To do this, open the local data gateway settings in the Power BI service.



Enable the update options for Power BI here. Once this is done, the gateway is considered fully set up.



Setting Up a New Connection

Once the gateway has been successfully set up, a connection is established between the gateway and the report's semantic model. This is done in the Power BI service under "Connections."



There, a connection of type "Local" is created. The previously configured gateway is selected, and a name is defined for the connection. The buildagil connector is used as the connection type. Now enter https://api.buildagil.com/ as the "baseURL." The “relativePath” field can be left blank. "OAuth 2.0" is used for authentication. Next, perform a test connection. For this, you must log in with the same user account that was used when setting up the gateway. The connection can only be created and saved if the test connection is completed successfully.



Setting Up a Scheduled Update

Finally, the connection is mapped to the semantic model. This is done in the Power BI service using the "Schedule Refresh" role.



After selecting the desired model, it is linked to the previously defined gateway connection.



You can then enable and configure the scheduled update. Here, you can adjust the time zone and, by clicking "Add Another Time," change the default setting for the update time.



If the setup was completed correctly, the next scheduled update will appear in the workspace next to the semantic model.


Updated on: 13/07/2026