Power BI Scheduled Refresh Greyed Out [Solved]

Top fixes for Power BI greyed scheduled refresh grey out

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  • Power BI scheduled refresh greyed out occurs when the periodic refresh process is unsuccessful.
  • You can enable Power BI scheduled refresh by creating a new schedule refresh plan.
power bi scheduled refresh greyed out

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In Power BI, the scheduled refresh attribute allows users to refresh the data in their datasets on a recurring schedule. However, the process can be interrupted, causing Power BI Scheduled Refresh to be greyed out.

Readers can check out our guide on how to refresh data in Power BI to assist with a manual refresh in Power BI Desktop.

Why is the scheduled refresh option greyed out in Power BI?

Users can encounter Power BI scheduled refresh greyed-out errors because of issues with the Power BI account or installation. Hence, it prompts Power BI processes to run into issues like being greyed out.

Likewise, other factors can cause the issue. Some are:

  • Dataset not connected to data source – The dataset not connected to a data source that supports scheduled refresh can cause the problem.
  • DirectQuery connection does not support scheduled refresh – The issue can occur if the dataset you are trying to refresh depends on a DirectQuery not supported by Scheduled refresh.
  • Dataset does not support scheduled refresh – If the dataset you are trying to refresh is dependent on a live connection to a data source, it may not support Scheduled refresh. Hence, it can result in an issue.
  • Scheduled refresh is disabled on other files – The dataset you try to refresh may rely on an Excel workbook or CSV file stored on OneDrive or SharePoint Online. So, the refresh schedule may be disabled for the file type.

However, these reasons can differ on Power BI accounts on different PC.

How do I enable scheduled refresh in Power BI?

Apply the following preliminary checks:

These will prepare you from encountering errors when following the steps stated below.

1. Make changes from Options and settings

  1. Open your report on Power BI desktop.
  2. Click the File menu and click Options and settings.
  3. Click Data source settings, go to Data source credentials, and click the ellipsis (…) next to the data source you want to refresh.
  4. Select the Credential kind in the Edit credentials dialog box, then click OK.
  5. Click Publish in the left pane, select the workspace where you want to publish your report, and then click on Publish.
  6. Click the ellipsis (…) next to the report you just published in the Publish dialog box.
  7. In the Report settings, click the Schedule refresh tab, and select how often you want the report to be refreshed.
  8. Navigate to the Authentication method tab, select the authentication method and click Apply to save the changes.

You must have permission to connect to the data source and permission to publish the report to the workspace where you are publishing it. Read about what to do if you don’t have permission to open files in Windows.

2. Create a new schedule refresh plan

  1. Sign in to your Power BI portal.
  2. Right-click on the Power BI Reports tab and select the Manage option.
  3. Click on the Data Sources option, select the type of authentication in the Authentication type bar, type in the required Credentials and click on Save.
  4. Navigate back to the Power BI report tab and select Manage.
  5. Click on Schedule Refresh Plan, then click the +New Scheduled Refresh Plan button to create a new refresh plan.
  6. On the New Scheduled Refresh Plan page, input the description and a schedule for the duration you want the data model to refresh.

Creating a new schedule refresh plan allows you to enable Power BI Schedule Refresh.

You can check how to add a report to a dashboard in Power BI for more details on mastering the use of Power BI.

You may also discover how to bypass Power BI sign-in issues and the best browsers that support Power BI on all platforms on your PC.

If you have any questions or suggestions, kindly drop them in the comments section.

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