Set Up Power BI Scheduled Refresh

Step 1: Generate Your Query URL

1. Log in to Adzviser
2. Go to the query builder and configure your query — select your data source, account, metrics, breakdowns, date range, etc.
3. Click "Set up Power BI Scheduled Refresh"

4. Walk through the wizard:
   • Name your query (e.g., "Google Ads Weekly Report")
   • Select your data source (Google Ads, Facebook Ads, etc.)
   • Pick your accounts
   • Choose your metrics, breakdowns, date range, and granularity

5. You'll get a URL and an M code snippet — copy the M code.

The M code will look something like this:

let
    Source = Json.Document(Web.Contents("https://copter.adzviser.com/powerbi/saved-query/your-unique-id")),
    Data = Source[data],
    #"Converted to Table" = Table.FromRecords(Data)
in
    #"Converted to Table"

Step 2: Create a New Report in Power BI Desktop

1. Open Power BI Desktop
2. Click Get Data → Blank Query
3. In the Power Query Editor, click Advanced Editor (in the Home tab)
4. Delete everything in the editor
5. Paste the M code you copied from Adzviser
6. Click Done

7. If prompted for credentials, select Anonymous and click Connect
8. If asked about privacy levels, set copter.adzviser.com to Organizational
9. You should see your data load as a table — verify it looks correct
10. Click Home → Close & Apply
11. Save the file

Step 3: Publish to Power BI Service

1. In Power BI Desktop, click Home → Publish
2. Select your workspace and click OK
3. Wait for the "Success" message

Step 4: Configure Scheduled Refresh

1. Go to app.powerbi.com
2. Navigate to your workspace and find your dataset (semantic model)
3. Click the ⚙ Settings icon (or ... → Settings)
4. Under Gateway and cloud connections:
   • Make sure the gateway toggle is Off
   • Under Cloud connections, verify your data source shows a ✅ green checkmark and maps to "Personal Cloud Connection"

5. Scroll down to Scheduled refresh:
   • Toggle it On
   • Set your desired refresh frequency (e.g., Daily)
   • Choose the time(s) you'd like it to refresh
6. Click Apply