Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Don't miss out! 2025 Microsoft Fabric Community Conference, March 31 - April 2, Las Vegas, Nevada. Use code MSCUST for a $150 discount. Prices go up February 11th. Register now.

Reply
fayanan
Frequent Visitor

Auto refresh PBI report with new files in data source folder

Hi everyone,

 

I get these scheduled reports on Outlook everyday that I have mapped to a local folder on my computer. I need to set up this folder on PBI as a data source and I need PBI to refresh in aligment with the latest report saved in the folder automatically. The report arrives in my Outlook inbox at 6 PM everyday and it gets saved in my local folder at 7 PM everyday. I need PBI to refresh automatically at 7 PM everyday with the latest file in the folder. Any way to do this?

 

TIA!

-Faye

1 ACCEPTED SOLUTION
v-janeyg-msft
Community Support
Community Support

Hi, @fayanan 

 

You can check my blog to learn how to auto update data:

Automatically update data according to the date in... - Microsoft Power BI Community

After setting, I suggest you set a 7pm schedule refresh in powerbi service.

 

Did I answer your question ? Please mark my reply as solution. Thank you very much.
If not, please feel free to ask me.


Best Regards,

Community Support Team _ Janey

View solution in original post

2 REPLIES 2
v-janeyg-msft
Community Support
Community Support

Hi, @fayanan 

 

You can check my blog to learn how to auto update data:

Automatically update data according to the date in... - Microsoft Power BI Community

After setting, I suggest you set a 7pm schedule refresh in powerbi service.

 

Did I answer your question ? Please mark my reply as solution. Thank you very much.
If not, please feel free to ask me.


Best Regards,

Community Support Team _ Janey

amitchandak
Super User
Super User

@fayanan , Setup(install on desktop)  a gateway to have access to the folder and schedule refresh/ incremental etl on power bi service.

 

On the three dots of dataset, go to setting, configure gateway and setup refresh

 

Gateway
https://radacad.com/the-power-bi-gateway-all-you-need-to-know
https://docs.microsoft.com/en-us/power-bi/connect-data/service-gateway-onprem

 

 

refresh

https://docs.microsoft.com/en-us/power-bi/connect-data/refresh-data#data-refresh

Full Power BI Video 20 Hours YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Helpful resources

Announcements
Las Vegas 2025

Join us at the Microsoft Fabric Community Conference

March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount! Prices go up Feb. 11th.

Jan25PBI_Carousel

Power BI Monthly Update - January 2025

Check out the January 2025 Power BI update to learn about new features in Reporting, Modeling, and Data Connectivity.

Jan NL Carousel

Fabric Community Update - January 2025

Find out what's new and trending in the Fabric community.