Forum Discussion
Direct Query for Excel Data
- Anonymous7 years ago
Yep, those are the only possibilities. I'd use refresh now to check out if it's working. Then you should set up some refresh times to refresh the report periodically everyday. I think there is no way to have automatic updates that refresh the report as soon as you change your file.
If you mean Sharepoint, this link might help you out. Even though it's explaining how to do it in One Drive for Business, the proccess is the same in SharePoint.
I had the same problem and this helped me a lot. I didn't test the update functionality yet, but I guess it works.
- Anonymous7 years agoNot applicable
Thanks guivecchi for a quick response.
Interesting link. The web based Data Source did pull data from the Excel file on Sharepoint into Power BI desktop.
Sadly, when I published the report to the web version of Power BI and then made changes to the Excel file, it still acts like the connector is an import query i.e. the report did not refresh.
- Anonymous7 years agoNot applicable
I tested it here. Try refreshing the data source by clicking in those three little dots by the name of the data source.
After that go to the report section and click update above the report. This second part is important for it to update.
I guess this is made automatically over time but to test it instantly, those steps have to be followed.
- Anonymous7 years agoNot applicable
I'm not sure I am following you when you say "After that go to the report section and click update above the report. This second part is important for it to update."
Can you expand upon this? Is it PowerBI desktop? The Excel file on Sharepoint?
Thanks for the continual insights.