Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
9 years ago

Scheduling Refresh

I am currently using flat files (Excel, .csv) stored in One Drive as the basis for my dashboards.  Each day I replace the dataset and manually "refresh" and "Publish" to update these dashboards.

 

I am looking for some tips or direction to schedule these refreshes, and automating the "Refresh" and "Publish" process.

 

Within the Datasets area of the dashboard,  I get the following message:

 

 

Beyond this, I am bot given an opportunity to Edit the credentials to schedule the Refresh process.

 

Looking for any information or best practices to automate this process.

 

Thanks in advance.

2 Replies

  • Greg_Deckler's avatar
    Greg_Deckler
    Community Champion

    How did you go about connecting to those OneDrive files, did you do that through the Desktop or through the Service. I assume Desktop since that is the forum you posted in but want to confirm.

    • Anonymous's avatar
      Anonymous
      Not applicable

      Thanks Greg_Deckler.  

       

      We have an enterprise license as part of office 365.  Simply a daily drag and drop.