Skip to content

Conversation

Copilot
Copy link
Contributor

@Copilot Copilot AI commented Aug 1, 2025

This PR adds comprehensive documentation for configuring scheduled refresh in Power BI service for FinOps toolkit reports, addressing the issue raised by @simonarbel who had difficulty finding guidance on this topic.

Changes Made

New Documentation Section

Added a complete "Configure scheduled refresh in Power BI service" section to setup.md that includes:

  • Clear guidance on when refresh is needed: Explains which data sources (storage-based reports, Azure Resource Graph, FinOps toolkit open data) require scheduled refresh vs. those that don't (FinOps hubs with Azure Data Explorer/Microsoft Fabric)
  • Step-by-step setup instructions: Detailed walkthrough covering publishing reports, configuring semantic model refresh, setting up data source credentials, and configuring scheduled refresh
  • Refresh frequency recommendations: Best practices for different types of data (daily for cost data, weekly for resource data, etc.)
  • Troubleshooting guidance: Common issues and solutions for refresh failures
  • Links to official documentation: References to Microsoft's Power BI and Fabric refresh documentation

Cross-Reference Updates

  • Updated help-me-choose.md to reference the new auto refresh documentation in the incremental refresh footnote
  • Updated reports.md to include a reference to the scheduled refresh documentation after the setup instructions
  • Updated changelog.md to document this new feature under Power BI reports v12

Benefits

This documentation will help users:

  • Understand when they need to configure refresh vs. when it's automatic
  • Successfully set up scheduled refresh without trial and error
  • Troubleshoot common refresh issues
  • Choose appropriate refresh frequencies for their use case

The solution directly addresses the feedback from the community discussion and provides the missing documentation that users have been requesting.

Fixes #1298.


💡 You can make Copilot smarter by setting up custom instructions, customizing its development environment and configuring Model Context Protocol (MCP) servers. Learn more Copilot coding agent tips in the docs.

@Copilot Copilot AI changed the title [WIP] [Power BI] Document how to configure auto refresh in Power BI [Power BI] Add comprehensive documentation for configuring auto refresh in Power BI service Aug 1, 2025
@Copilot Copilot AI requested a review from MSBrett August 1, 2025 20:49
Copilot finished work on behalf of MSBrett August 1, 2025 20:49
@microsoft-github-policy-service microsoft-github-policy-service bot added Needs: Attention 👋 Issue or PR needs to be reviewed by the author or it will be closed due to no activity and removed Needs: Review 👀 PR that is ready to be reviewed labels Aug 4, 2025
@microsoft-github-policy-service microsoft-github-policy-service bot added Needs: Review 👀 PR that is ready to be reviewed and removed Needs: Attention 👋 Issue or PR needs to be reviewed by the author or it will be closed due to no activity labels Aug 4, 2025
@Copilot Copilot AI requested a review from MSBrett August 4, 2025 22:40
Copilot finished work on behalf of MSBrett August 4, 2025 22:40
@MSBrett MSBrett marked this pull request as ready for review August 4, 2025 22:49
@arthurclares arthurclares enabled auto-merge (squash) August 6, 2025 11:24
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
Needs: Review 👀 PR that is ready to be reviewed Skill: DevOps GitHub setup and automation Skill: Documentation Documentation updates Tool: FinOps guide Implementing FinOps guide
Projects
None yet
Development

Successfully merging this pull request may close these issues.

[Power BI] Document how to configure auto refresh in Power BI
5 participants