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Once you have exported a data source into Power BI Desktop, click the 'Publish' button located on the upper toolbar, or alternatively, navigate through File ➡️ Publish ➡️ Publish to Power BI.
If you haven't done so already, save your report by assigning it a name and selecting the desired save location.
If you weren't logged in previously, the next step is to sign in to your Microsoft account. This is necessary to proceed with the publishing process in Power BI Service.
Next, choose the workspace in Power BI Service where you wish to publish your report or dashboard, then click 'Select' (unlike creating a dataflow directly in Power BI Service, here you have the flexibility to choose 'My workspace' as an option for publishing).
Once the publishing process is complete, you can review your report either by clicking on the provided link or by directly accessing your Power BI Service. This allows you to immediately see and assess the published report or dashboard in the selected workspace.
In Power BI Service, locate the recently published semantic model (previously known as 'Dataset'). Then, to manage its data refresh schedule, click on the 'Schedule refresh' button.
If a warning appears stating ‘Failed to test the connection to your data source’ in the next dialog, you should click on 'Edit credentials'. This will allow you to adjust or update your connection settings to ensure a successful data source connection in Power BI Service.
Choose the 'Basic' authentication method and proceed to enter your credentials. Use the email associated with your Jira Cloud instance for the user name field, and your Jira API Token as the password (for guidance on obtaining your Jira API token, please refer to this page). Click 'Sign in'.
Upon successful setup, you should see a confirmation in the pop-up window:
Scroll down to the 'Refresh' tab. Here, enable data refresh by selecting ‘On’. You can then choose the frequency of the refresh, set the time zone, and specify the exact time for the refresh to occur. Additionally, there's an option to designate a contact for refresh failure notifications. After configuring these settings, make sure to click 'Apply' to save the changes. This completes the process of setting up scheduled data refreshes for your semantic model.
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For those weighing the options between Power BI Report Server and Power BI Service, a helpful comparison article can provide valuable insights. This resource will assist in understanding the differences and advantages of each, aiding in your decision-making process. ⬇️ |
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If you've had the chance to use the Data Processor for Jira - Multi BI Connector and Advanced Exporter app, we'd love to hear your thoughts. Help us improve by sharing your honest review of the Free, PRO or Xray versions. Your feedback is crucial as we strive to improve and tailor our services to better meet your needs. 🤝 |
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Still have questions? Feel free to reach out to us for any additional information or to request new features! |