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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.

Co-authored-by: MSBrett <24294904+MSBrett@users.noreply.github.com>
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 AI requested a review from 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
Co-authored-by: MSBrett <24294904+MSBrett@users.noreply.github.com>
@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 AI requested a review from 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
@MSBrett MSBrett marked this pull request as draft October 11, 2025 02:48
auto-merge was automatically disabled October 11, 2025 02:48

Pull request was converted to draft

@flanakin flanakin added this to the v14 milestone Jan 6, 2026
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[Power BI] Document how to configure auto refresh in Power BI

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