1. Microsoft Power BI Documentation: In troubleshooting data refresh scenarios
the primary steps involve checking the data source connection. "A common reason for refresh failures is that Power BI can't sign in to your data sources... Check your data source credentials in the dataset settings." This confirms that the connection is the first point of inspection for stale data.
Source: Microsoft Learn
"Troubleshoot refresh scenarios
" Section: "Refresh fails because of sign-in problems."
2. Lemahieu
W.
vanden Broucke
S.
& Baesens
B. (2018). Principles of Data Management: Facilitating Information Sharing. Cambridge University Press. The text describes the Business Intelligence (BI) architecture where reports query a data warehouse or database. It states
"The data loading step is typically executed on a periodic basis (e.g.
nightly) to provide the business users with recent information." A failure in this loading or refresh process
which depends on the connection
is a primary cause of outdated reports.
Reference: Chapter 10
"Business Intelligence
" Section 10.2.1
"Data Warehouse Architecture."
3. Kimball
R.
& Ross
M. (2013). The Data Warehouse Toolkit: The Definitive Guide to Dimensional Modeling (3rd ed.). Wiley. The book emphasizes the importance of the Extract
Transform
and Load (ETL) system for populating the data warehouse that BI tools query. A failure in any part of this pipeline
starting with the connection to the source (Extract)
will result in stale data for end-users. Verifying the data pipeline's operational status is a primary troubleshooting step.
Reference: Chapter 2
"The Data Warehouse/Business Intelligence Architecture
" Section on "The ETL System."