How to schedule the refresh of your BIMcollab Power BI reports

Log into your Power BI service and go to Download (1) > Data Gateway (2)
​

Click 'Download standard mode' and run the installer on your on-premise server.

In the gateway installer, keep the default installation path, accept the terms of use, and then select Install.
​

Enter the email address for your Power BI service account, and then select Sign in.
You need to sign in with either a work account or a school account. This account is an organization account
​

Select Register a new gateway on this computer > Next.
​

Enter a unique name for the gateway and recovery key. You'll need this key if you ever want to recover or move your gateway. Select Configure.
​

Go to 'Connectors' and verify that the folder containing your custom connectors has been selected and that the BIMcollab connector is visible

​

Note: If the BIMcollab connector not visible then you must either:


Go to 'Diagnostics', click 'Start new test' and verify the test completes successfully
​

Log back into your online Power BI service and go to Settings > Manage connections and gateways
​

Go to 'on-premises data gateway' (1) and verify that your gateway is visible. Access the options menu by clicking in the three dots button (2) and select 'Settings' (3).
​

Add any additional information and check the 'Allow user’s cloud data sources…' and 'Allow user’s custom data connectors…' boxes. Click 'Save'.
​

Test the one-premise gateway connection by clicking on the button under status.

Go to Connections (1) > add a new one (2).
​

Create a new on-premise connection (1), select the gateway added in the previous steps as cluster (2), give the new connection a name (3) and select 'BIMcollab Connector 2.0' as your data source type (4).
​

Enter the URL of your BIMcollab space and click on 'Edit Credentials' to sign into your space.
​

Fill in your e-mail address and password of your Nexus space account and press the Login button.
​

​Note: The account you sign in MUST be a member of all projects you wish to retrieve data from

The next screen will ask for your consent to allow Power BI to use the BIMcollab API services. Offline Access is required if you want Power BI to be able to refresh data without logging in again. Click 'Yes, allow' to continue.
​

Click 'Create' to save the new connection.
​

Make sure that all users who publish reports are added to the users list, click 'Share' to publish changes.
​

Test the connection status by clicking on the button under Status.
​

Access your semantic models by navigating to your workspaces. You can use the filtering options to assist you.
​

Here you will find any semantic model you previously published from Power BI. Hover over the semantic model you wish to schedule, click on the publish button:

Expand 'Gateway and cloud connection' menu (1) and select the one-premise gateway, If there are multiple gateways available, ensure to select the correct one. Click on the action dropdown button (2) to see the actions menu and map the new connection created in previous steps as your data source (3).
​

Click 'Apply'

Scroll down and expand the 'Refresh' menu (1), enable the toggle (2) and set up the refresh frequency and time zone (3). Click 'Apply'
​

Test the connection by going back to your workspace, hover over the semantic model, click on the refresh now button.
​

Make sure to wait until the refresh has completed. Afterwards, verify the dates in the "Refreshed" and "Next refresh" columns to confirm that the test has been completed and the next refresh has been scheduled correctly.
​

​