Forum Discussion
Refresh button on the published report - does not refresh data
I have a schedule to refresh a published report in PBI cloud. But, I want the user to be able to refresh on demand.
There is a button in PBI Service to refresh and I understand that this should pull data from the source:
I thought, that clicking this will pull data from my source (excel in shared cloud location) and update with latest, but it does not work. I need to refresh in the semantic model.
What am I missing? is this an issue with this button? Is it for something else?
Hi,
If you used “Web” or “SharePoint Folder” to connect to a file stored in OneDrive/SharePoint Online using the proper link, refresh will work, but the gateway may still be required depending on the configuration!
Best Practice (No Gateway Needed):
To connect to an Excel file on SharePoint:
- Go to SharePoint Online > Locate your Excel file
- Click the three dots (...) > Open in browser
- Copy the URL up to the .xlsx (it will look like: https://tenant.sharepoint.com/sites/YourSite/Shared Documents/filename.xlsx)
- In Power BI Desktop:
- Use the Web connector
- Paste the full link
- After publishing to Power BI Service:
- Go to Dataset > Settings > Data source credentials
- Set it to OAuth2 > Organizational account and sign in
3 Replies
- kushanNaSuper User
Hi some_analyst
This button will do only a visual refresh , very similar to a chrome browser refresh button , it will not refresh the dataset
https://learn.microsoft.com/en-us/power-bi/connect-data/refresh-data#refresh-of-report-visuals
- rosha_roshaResolver II
Hi,
If you used “Web” or “SharePoint Folder” to connect to a file stored in OneDrive/SharePoint Online using the proper link, refresh will work, but the gateway may still be required depending on the configuration!
Best Practice (No Gateway Needed):
To connect to an Excel file on SharePoint:
- Go to SharePoint Online > Locate your Excel file
- Click the three dots (...) > Open in browser
- Copy the URL up to the .xlsx (it will look like: https://tenant.sharepoint.com/sites/YourSite/Shared Documents/filename.xlsx)
- In Power BI Desktop:
- Use the Web connector
- Paste the full link
- After publishing to Power BI Service:
- Go to Dataset > Settings > Data source credentials
- Set it to OAuth2 > Organizational account and sign in
- pankajnamekar25Super User
Hello some_analyst
You can use Power Automate to provide on demand refresh button
Thanks,
Pankaj Namekar | LinkedInIf this solution helps, please accept it and give a kudos (Like), it would be greatly appreciated.