Auto-update from sharepoint

[Arkhos94]

I build a power BI report based on multiple excel files (extract from my company databases)

I first build the report on Power Bi desktop with the excel & pbix files on my desktop

Then I moved the pbix file and excels on a sharepoint and changed my source (following these instruction https://community.powerbi.com/t5/Desktop/Change-Data-Source-from-Local-D...) so it took the data from the sharepoint

Then I published the power BI on a workspace so my team could access it

What I want now is to make the published power BI automatically refresh, based on the last version of the excel files on the sharepoint (without me needing to open desktop, click on refresh all then re-publish the report).

Is it doable and how ? Is it done through power BI desktop or through the website ?

I looked around on internet, on the forum and on my company power BI database but could'nt find an answer I understood

[Arkhos94]

thanks @selimovd, I think I understand the base on how to do it

If I try to refresh the data, I receive a message saying the update was canceled because at least one data source has no ID information (sorry if it's not the exact english message, I have to translate it from French)

I imagine it come from some problem with my connection with the sharepoint, I will look into it

[selimovd · Accepted solution]

Hello @Arkhos94 ,

you can schedule a refresh in Power BI Service. Check the following documentation for that:

Configure scheduled refresh - Power BI | Microsoft Docs

Then the data from the Excel files are refreshed in the selected interval.

If you need any help please let me know.

If I answered your question I would be happy if you could mark my post as a solution ✔️ and give it a thumbs up 👍

Best regards

Denis

Blog: WhatTheFact.bi