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avanvliet
Frequent Visitor

Automatic refreshes from Excel > Desktop > service > report

Hi - Quick background, Windows 10, All files are in a SPO folder, however I have this mapped to my File Explorer, so 95% of the time I edit any files in either the Deskop Excel app or Desktop Power BI app over using the web versions.

 

I'm looking for a way to automate excel updates into a dashboard that I am creating. I've found lots of articles that are similar to what i'm looking for, but there are so many possible set-up configurations it's hard to find one that matches my own. I also think I am wanting to primarily use Desktop over the Web Service to manage the data and create the dashboard (really a bunch of connected reports, rather than the actual dashboard feature in the Web Service), as the Web service's capabilities seem limited what I'm eventually wanting to do.

 

My goal is to be able to use Power BI desktop to create and manage data and reports, then to set up automatic refreshes so that whenever there are data updates to the underlying data in the connected Excel file it flow's all the way to my Dashboard/Report, on either BI service or embedded into a SPO Page, without any manual intervention, and also without using a Gateway if possible.

 

Connected Excel file (in a SPO folder)  > BI desktop > BI Service > (and eventually a report embedded into a SPO page), all without having to manually click the publish button from desktop to web service or anywhere else.

 

Is there a supported way to do this, or any workarounds? Someone mentioned possibly using SharePoint lists in the middle to connect the data, but I think I read that doesn't support the Directquery or live query that I'd need for this to work (if I'm even close to understanding that right)

 

Thanks in advance! 

2 REPLIES 2
davehus
Memorable Member
Memorable Member

Hi @avanvliet , I can see your only option being hosting your data in an SQL database and importing via Direct Query to your report with a page refresh set in desktop. You might be able to achieve something programmatically through Power Shell or Power Automate for Desktop where it might be able to open the file and refresh but again, you will need this hosted on a machine that is always on if you were to need this updated out of business hours. 

 

HTH

 

Did I help you today? Please accept my solution and hit the Kudos button.

Thanks @davehus! I figured something like that was the case, I was hoping there was some workaround. So does any DIrectQuery supported source work so that I can have the desktop report "Publish" to the web service without having to open Power BI Desktop, refresh the data, and then click Publish to get it to the web service? 

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