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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Data refresh

For my client, i have created a dashboard on Power Bi desktop for which the data source is an excel file uploaded on client's sharepoint site. Whenever someone makes changes to the excel file on SharePoint, i am able to see the updated dashboard by clicking on refresh, which is great. I will be rolled from my project and have to handover the dashboard to my client counterpart.
Now my question is - If I share pbix file with my client via email, will the refresh function work for him in case changes are made to the excel on SharePoint.

Thanks
Amish
Need Help
  • Greg_Deckler's avatar
    Greg_Deckler
    6 years ago

    Credentials for data sources are stored within the data connection so it should work. Worse case, your client would need to update the credentials.

1 Reply

  • Greg_Deckler's avatar
    Greg_Deckler
    Community Champion
    6 years ago

    Credentials for data sources are stored within the data connection so it should work. Worse case, your client would need to update the credentials.