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Yashraj
Frequent Visitor

Refreshing Power BI Dataset

Hi All - Folllowing is my query, but before that let me give you a background on my Power BI Report structure

 

1) I have a Power App linked to sharepoint. The data is updated by multiple users in PA which flows into a sharepoint list

2) Sharepoint list is connected to an excel via Power Query and Excel is connected to Power BI Desktop. The PQ refresh updates my PBI Service Dataset as well. 

3) Based on the query update in Excel which happens every few mins (Properties > Refresh every 5 mins), I have a data table (Formula Driven - Sumif & Countif as appropriate) that gets updated in excel only when I open the file via desktop application. 

4) Once that table is refreshed, I the dataset gets refreshed. My PQ gets refreshed based on a Power Automate flow, but the table does not and there are a few DAX's that come from that table.

 

I would like to know how I can refresh the data table automatically via PA or PQ or any other method so that I dont have to open the excel every few hours for my stake holders to see the details. 

1 REPLY 1
christinepayton
Super User
Super User

I think it's typically recommended to connect Power BI directly to the SharePoint list, instead of through Excel, and then to use the "Analyze in Excel" feature in Power BI which is linked to the dataset for fully-automated Excel reporting. 

 

If you really want to use your current method, technically Power Automate Desktop can run on a schedule and can open the file and push the refresh button for you, but the scheduling piece of it will require licensing and it will use whatever machine you run it on (unless you pay for a VM). 

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