Forum Discussion
Shared drive data refresh
Hi All,
I have a excel located in my share drive and every day it will update by the user.
I need to get the updated data every day from this file to my report.
Could any one please suggest how to setup the refresh for this.
viswaaa
Hey,
1) You can move that file to one of your teams page folder on share point or one drive2) you can use the same link to create connection on power bi desktop using Sharepoint or one drive connector.
3) once done then you can use publish your report to power bi service.
4) for sharepoint, You do not require a gateway to refresh so you can directly setup refresh as per your requirement.
Thanks
Harish KM
Please accept this as a solution if this solves your problem and give kudos as well.
5 Replies
This Excel file is located on a File Server? And you have a published Power BI Report deployed to a Workspace, with maybe the App published?
You will need to install a Gateway (please do not use the Personal mode) on a server in the farm. It must have access to the File Share. Then set up a File (type) Data Connection using the Gateway, and specify that file. You should design the Power BI report so that the path to the file is the same relative path as would it would be via Data Connection.
Then set up a refresh schedule for the Powr BI model
Hi viswaaa
Please check the options of share point / one drive :
https://www.youtube.com/watch?v=ONACyfMvHSwhttps://www.youtube.com/watch?v=nyeyDvOgLsw
If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly.
viswaaa
Hey,
1) You can move that file to one of your teams page folder on share point or one drive2) you can use the same link to create connection on power bi desktop using Sharepoint or one drive connector.
3) once done then you can use publish your report to power bi service.
4) for sharepoint, You do not require a gateway to refresh so you can directly setup refresh as per your requirement.
Thanks
Harish KM
Please accept this as a solution if this solves your problem and give kudos as well.
Hi viswaaa ,
Just wanted to check if you had the opportunity to review the suggestions provided?
Thank you ToddChitt Ritaf1983 and HarishKM for sharing your inputs.
Adding to the above solution, after publishing the report you can also
Enable Scheduled Refresh:- Go to Power BI Service → Dataset Settings → Scheduled Refresh.
- Set the frequency as per your requirement
If any of the above responses has addressed your query, please accept it as a solution so other members can easily find it.
Thank You
