Schedule workbooks
You can schedule workbooks, specify advanced delivery options, specify recipients, and view the schedule history. Advanced delivery options let you configure workbooks that you want to send at a specific time or in intervals. You can also specify the file format in which to send the workbook.
For example, you can schedule workbooks to be delivered immediately or on a recurring schedule, and specify the file format in Advanced Delivery Options. The file size limit is 5 MB for a workbook upload.
In addition, there are a number of other factors that can further increase the delay before the workbook is actually delivered:
- Running many different schedules of the same type at the same time can overload the system. The Scheduling system only allows a few (5-10) workbooks of any one type to run concurrently, so when more than 5-10 are all scheduled at once, some will need to wait in line for other workbooks to finish before they can begin processing. This issue can be mitigated by scheduling a company’s workbooks at staggered times throughout the day or hour, rather than simultaneously.
- Aside from the specific workbook type, workbooks will also wait in line if the company has more than 15-20 of any type of workbook scheduled at once (across all different workbook types). This can be mitigated by staggering schedule times instead of having many run at the exact same time.
- Issues in downstream services that the Scheduler relies on can also affect delivery of workbooks. For example, if you are independently using the APIs to run workbooks and fill up the API request queue, then your scheduled workbooks may deliver slowly while you compete for that resource.
- Report suite latency (a delay in data collection) can also delay some scheduled workbooks.
Schedule a workbook
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Generate and save a workbook.
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On the Report Builder Toolbar, click Schedule.
The Scheduled Reports tab summarizes all the tasks you have created, as well as the number of remaining tasks.
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On the Scheduled Reports tab, click New. The Basic Scheduling Wizard shows the options used to define the scheduled report.
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In the Basic Scheduling Wizard, configure the following options:
Advanced Delivery Options
- Click Advanced Delivery Options to configure file and publishing options:
- Publish Workbook to Power BI
- Publish All Report Builder Requests as Power BI Datasets
- Publish All Formatted Tables as Power BI Datasets
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Click OK, then click Exit.
Report Builder displays the scheduled workbook in the Scheduled Task Manager.