How to set up scheduled refreshes in Power BI

You can set up scheduled refreshes in Power BI to fetch fresh data to your report regularly.

While the Supermetrics connector for Power BI is undergoing certification with Microsoft, scheduled refreshes work with the help of an on-premises data gateway. The on-premises data gateway acts as a bridge. By using a gateway, organizations can keep databases and other data sources on their on-premises networks while securely using that on-premises data in cloud services.

Follow the steps below to install the Microsoft Power BI On-Premises Gateway on Windows 10 to let the Supermetrics Power BI custom connector support scheduled refreshes in Power BI.

Before you begin

To set up scheduled refreshes, you need the on-premises data gateway installed and configured. You also need to be logged in with your work Office 365 account in Power BI Desktop. Also make sure that you've configured the Supermetrics connector and you can get the data.

Instructions

Step 1: Set up the data connector folder

1. Download the Microsoft on-premises gateway, and follow the installation steps with the default values. After the installation is finished, it will ask you to sign in. Use your work Office 365 account (Microsoft Azure).
2. You can use the %UserProfile%\Documents\Power BI Desktop\Custom Connectors folder you have, but if you want to distinguish between connectors used in the gateway service and desktop app, navigate to the Documents\Power BI Desktop folder and create a new folder called Gateway Connectors. Put the Supermetrics.mez file you have there.  
3. Go back to the On-premises data gateway settings window and go to the Connectors section.
4. Turn on the Custom data connectors setting, and specify the folder to load custom data connectors from. Use either %UserProfile%\Documents\Power BI Desktop\Custom Connectors or %UserProfile%\Documents\Power BI Desktop\Gateway Connectors.
5. Click Apply.
6. If everything is done correctly, you'll see the Supermetrics connector listed. Now you're ready to set up a scheduled refresh in Power BI Service.

Step 2: Set up scheduled refresh

1. If you see the "You can't schedule refresh for this dataset because the following data sources currently don't support refresh" error, try to refresh the page or check the gateways page.
2. In Data source credentials, click Edit credentials.
3. Set the authentication method to OAuth2 and data source privacy level to private, and sign in.
4. Turn on the Scheduled refresh option, and adjust the time if you want to run the refresh more than once a day. 
5. Click Apply.