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sss0379's avatar
sss0379
Frequent Visitor
8 years ago
Solved

Sharepoint Online - Data Set Refresh

Hi,

 

I created a visual reports in PowerBI Desktop by connecting to an Excel File in Sharepoint Online. Published it from Desktop to my online Workspace in App Service.

 

Now, my understanding was that the Dataset will be refreshed automatically every one hour as my Datasource is Excel on Sharepoint Online. Unfortunately, it doesnt work that way and only Scheduled Refresh works.

 

Only when I create a new Datasource in PowerBI App Service it refreshes every one hour, but how can I now point this new Dataset to my reports that are published in the Workspace.

 

This is what Microsoft website says: 

https://docs.microsoft.com/en-us/power-bi/refresh-data#excel-workbook-with-tables-of-data

When you connect to a file on OneDrive, or SharePoint Online, your reports and dashboards will show data as it is in the file. In this case, your Excel workbook. Power BI automatically checks the file, about every hour, for updates. If you make changes to the workbook (stored in OneDrive or SharePoint Online), those changes are reflected in your dashboard and reports within an hour. You don’t need to setup refresh at all. However, if you need to see your updates in Power BI immediately, you can manually refresh the dataset by using Refresh Now.

Appreciate your help.

Thanks

  • sss0379's avatar
    sss0379
    8 years ago

    Hi Anonymous

     

    Yes thats exactly my point if the Dataset is created in App Service then it has OneDrive Refresh Option at Settings

    If the Dataset is created in PowerBI Desktop and published then only Scheduled Refresh is available.

     

    Is this meant to be? Why is it so after all my DataSource is Onedrive/Sharepoint Online even then they are treated seperately.

     

    If PBIX is added to SharePoint ONline then only PBIX gets changed but my Sharepoint ONline excel file which is pointed in this PBIX  doesnt reflect the changes

     

    I dont think so there is a solution to this, this is the way it is designed. i had posted this question to check if my understanding is correct.

10 Replies

    • sss0379's avatar
      sss0379
      Frequent Visitor

      Hi Anonymous

       

      Thanks for the link to the article. I read the article and my connection is setup to Excel file on Sharepoint in my Desktop application. Once I publish, my dataset doesnt get refreshed in App Service. I need to do a scheduled refresh.

       

      I also tried putting the PBIX desktop file on Sharepoint and referenced this PBIX file from PowerBI App Service, but after an hour it my PBIX changes on Sharepoint are reflected in Reports in App Service but my Datasource changes in Excel file which is also in Sharepoint ONline doesnt change.

       

      I want to understand is this the default functionality or do we need to follow any more steps.

       

      Thanks

      Sonali 

      • Anonymous's avatar
        Anonymous
        Not applicable

        HI sss0379,

         

        Did any connection to other data sources in your excel file?
        For normal xlsx files which stored in sharepoint online, power bi can use onedrive refresh handling it.

         

        Regards,

        Xiaoxin Sheng

  • Anonymous's avatar
    Anonymous
    Not applicable

    Did you ever find a solution to this? Having the same issue.