Refreshing Embedded Power BI Reports

Once a Power BI report is embedded in Raiser's Edge, if a gateway is not set up to manually refresh, will the report need to be republished each time new data is included? I am using the connector to have Power BI and Raiser's Edge communicate.

Best Answer

  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary Kudos 5 Facilitator 3 Raiser's Edge NXT Fall 2025 Product Update Briefing Badge
    Answer ✓

    No, if you publish to same workspace, it will tell you that there's already a report with that name in the workspace, if you simply replace/overwite it, then the report will have the same "ID" on the BI service and RENXT embed will not need to change.

Answers

  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary Kudos 5 Facilitator 3 Raiser's Edge NXT Fall 2025 Product Update Briefing Badge

    if you do not setup a gateway, you will not be able to auto-refresh the power bi report you published onto the Power BI service.

    You can manually open the power bi, refresh it, and then publish it to the same workspace.

  • Does this mean the newly refreshed report would need to be embedded each time to show the up to date date?

  • Thank you