Auto-Refresh Data in Power BI

[gokermu (Mucahit Bilal GOKER)]

Hey @type0user1 ,

Initial Setup

1. Install and configure Data Gateway - Sign in and verify that Speckle appears under the Connectors tab
2. Publish your report from Power BI Desktop to the Power BI Service

Troubleshooting Gateway Connectivity

First, let’s verify the data gateway is working properly:

1. Navigate to your semantic model in the Power BI web app

2. Check the data gateway status

3. If the status shows “not reachable,” this indicates a gateway connectivity issue (not Speckle-specific) → Refer to Microsoft’s documentation for gateway troubleshooting: Troubleshoot gateways - Power BI | Microsoft Learn

   

Configure Data Source Credentials

Since our Power BI connector currently doesn’t support OAuth2 authentication with data gateway refresh, you’ll need to use token authentication instead:

1. In your semantic model, go to Data source credentials
2. Switch the authentication method to Key
3. Go to Speckle web app > Profile > Settings > Developer
4. Create a new token with these required scopes:
   • profile:read
   • streams:read
   • workspace:read
     
     

Note: Additional scopes may be required depending on your specific data needs. If you encounter permissions errors, you may need to add streams:write or other relevant scopes.

Treat your API tokens like passwords - never share them publicly

5. Copy the generated token
6. Paste it into the Key field in the Power BI data source credentials
7. Complete the authentication process

Your scheduled refreshes should now work properly.