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AndrejZitnay's avatar
AndrejZitnay
Icon for Post Patron rankPost Patron
6 years ago
Solved

Auto Refresh from SharePoint folder

Hello all,

 

I have SahrePoint folder where are overnight genearted my AuditLogs.

How I should set up my file that Schedule Refresh will pick up new file and merge with exisitng dataset?

 

I know how to merge two csv files in PBI desktop but I don't know how to schedule that.

 

Many thanks in advance.

 

Andrej

 

 

 

 

 

Need Help
  • v-lionel-msft's avatar
    v-lionel-msft
    6 years ago

    Hi AndrejZitnay ,

     

    "How I should set up my file that Schedule Refresh will pick up new file and merge with exisitng dataset?"

    It's very easy to achieve, you just need to refresh the data.

     

    First , I import and merge 3 files named "log1", "log2", "log3" with "SharePoint folder" connector.

    Second, I upload "log4" file to SharePoint site and refresh all in "Edit Queries".

    As you can see, when new files with the same structure are added to the SharePoint site, Power BI will automatically merge them for you when you refresh.

     

    Also you can’t seem to connect to SharePoint, first, choose "File"-> “Options and settings” -> "Data source settings" -> "Clear Permissions" to clear the data source, then reconnect using the URL as mwegener  said.

     

    Best regards,
    Lionel Chen

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

     

     

4 Replies

    • AndrejZitnay's avatar
      AndrejZitnay
      Icon for Post Patron rankPost Patron
      6 years ago

      Hello mwegener ,

       

      that should work.

       

      I am just fighting with right folder/libray.

       

      I have created library for my AuditLogs but I can't access it. 

       

      I am able to access site and all files there but that not what I need to merge.

       

      Can you advice what I am doing wrong?

       

       

       

       

       

      • mwegener's avatar
        mwegener
        Icon for Most Valuable Professional rankMost Valuable Professional
        6 years ago

        Hi AndrejZitnay ,

         

        I think you have to use the following format.

        https://<<sharepoint site root url>>/sites/<<group name, sub site name or teams site name>>/ 

        ...

        https://<<sharepoint site root url>>/sites/DataAnalystUnit/

         

         

  • v-lionel-msft's avatar
    v-lionel-msft
    Icon for Community Support rankCommunity Support
    6 years ago

    Hi AndrejZitnay ,

     

    "How I should set up my file that Schedule Refresh will pick up new file and merge with exisitng dataset?"

    It's very easy to achieve, you just need to refresh the data.

     

    First , I import and merge 3 files named "log1", "log2", "log3" with "SharePoint folder" connector.

    Second, I upload "log4" file to SharePoint site and refresh all in "Edit Queries".

    As you can see, when new files with the same structure are added to the SharePoint site, Power BI will automatically merge them for you when you refresh.

     

    Also you can’t seem to connect to SharePoint, first, choose "File"-> “Options and settings” -> "Data source settings" -> "Clear Permissions" to clear the data source, then reconnect using the URL as mwegener  said.

     

    Best regards,
    Lionel Chen

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.