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Schedule Refresh

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Hi, I've been using Power BI Desktop for a while now, but only recently using it online (apps.powerbi.com).

 

In Desktop, I can refresh the source data, publish again from there, then refresh manually in PBI Service online.

 

Would like to be able to schedule the refresh, but the Schedule Refresh and Data Source Credentials are greyed out. I have looked through similar questions here, but cna't find anything conclusive. My data and desktop version are online in an Azure VM. I am accessing PBI Service outside of that.

 

First question, is the schedule refresh, to refresh the latest published desktop version, i.e. the data would have needed to be refreshed there first, or does it essentially re-publish with up to date data, i.e. latest csv in VM network location will be used?

 

Secondly, as teh data is online, it sounds like I don't need a gateway? If not, why are both Schedule Refresh and Data Source Credentials greyed out then? What am i missing?

 

Thanks in advance!


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