How to Schedule Dataset Refresh on the First Day of Every Month in Power BI?

Question

Hi,

I’m trying to configure a Power BI dataset to refresh automatically on the 1st day of every month. However, in the Scheduled Refresh settings, I only see options for daily or weekly schedules — there’s no direct way to choose a specific calendar date (like the 1st of each month).

Could you please guide me on how to set up a monthly refresh, specifically for the first of every month? If this isn’t possible within the Power BI Service alone, is there a recommended workaround (e.g., using Power Automate)?

Thank you in advance for your help!

Answer 1

Hi Sankar Sahu,

Thank you for reaching out on the Microsoft Q&A forum.

At the moment, Power BI does not support setting a dataset refresh specifically for the first day of each month through its standard scheduling options, which are limited to daily or weekly intervals. A practical workaround is to use Power Automate, where you can create a scheduled flow that runs on the 1st of every month and triggers the dataset refresh using the "Refresh a dataset" action. This method is effective and widely used for monthly refresh scenarios.

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