You typically use ‘Get data’ to import Big data in BI from a file on a local drive / One drive or connect directly to a database in the cloud in our own organization to create reports and dashboards. But are you sure that the data you are getting, is the latest and the most relevant for you?.
If your answer is no, then you need to update active data replicates based on a regular schedule. It is called data refresh and it is critical for making the right decisions?
Now there is some data, like from a Salesforce or Marketo content pack which is automatically refreshed for you. Also, if you use a live connection or DirectQuery, the Big data is automatically updated. But with an Excel workbook or Power BI desktop file that connects to an external online or on-premises data source, you need to refresh your data manually or setup a refresh schedule in the Business Intelligence tool. A dataset is automatically created in Power BI when you use ‘Get Data’ to connect to and upload data from a content pack, file, or when you connect to a live data source.
So, basically when you refresh data, you are updating the data in the dataset that is stored in Power BI from your data source.
Through a series of 3 articles, we will help you understand the different types of refresh in the Business Intelligence tool and how data refresh in Power BI really works.