Analyze in Excel - need to refresh?

[Shure846]

Hi - if I'm using Analyze in Excel tied to a portal report is there ever a need to hit Refresh in Excel? 

I'm asking to figure out if the data in Excel is always updated with what the portal has without any action from me. 

Thanks in advance~ 

[Anonymous · Accepted solution]

Thanks for the reply from Irwan , please allow me to add some more information:
Hi  @Shure846 ,

Whether you have an Excel PivotTable or table connected to a Power BI semantic model, you can update data in your Excel workbook by either refreshing a specific object (PivotTable, Pivot Chart, or table), or by refreshing all objects connected to a specific Power BI semantic model.

Refer to:

Design refreshable reports in Excel with Power BI data - Power BI | Microsoft Learn

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Shure846]

Great - thank you for the concrete information regarding the process. 

[Irwan]

hello @Shure846 

i believe you need to refresh your excel regularly if you want the data updated.

you can use macro in excel though if you dont want to manually refresh.

Hope this will help.

Thank you.

[Shure846]

Thanks - do you know if there is any MS documention on this?