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bpontius's avatar
bpontius
Frequent Visitor
9 years ago
Solved

Changing excel file data source/location

I set up a report drawing data from a database and a couple Excel files using PowerBI desktop and published to PowerBI Online with hopes of other users being able to refresh/update the data. Due to t...
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  • Anonymous's avatar
    Anonymous
    9 years ago

    Hi bpontius,

     

    >>Will this enable users who have access to the Sharepoint to refresh the data in PowerBI?

    I'm not so clear for your description, but if you direct connect to sharepoint team site files, it will use sharepoint to manage the refresh without gateway. (For this mode, you cannot use this file as the source of tiles.)

     

    For #2, if you want to import sharepoint site files to power bi, you can refer to below steps:

    1. Navigate and open the excel file.

    2. Click the 'Edit Workbook' -> 'Edit in Excel'.

    3. Copy the path to clipboard.

    File - > Info

    4. Open the import dialog and paste the url, then remove "?web=1" and select the 'copy data' mode to finish the operation.('Import' - > 'workbook')

     

    After you finish and publish to service, this dataset will use connect to sharepoint with 'connect direct' mode.

     

     

    Regards,

    Xiaoxin Sheng

Anonymous's avatar
Anonymous
Not applicable
9 years ago

Hi bpontius,

 

>>Will this enable users who have access to the Sharepoint to refresh the data in PowerBI?

I'm not so clear for your description, but if you direct connect to sharepoint team site files, it will use sharepoint to manage the refresh without gateway. (For this mode, you cannot use this file as the source of tiles.)

 

For #2, if you want to import sharepoint site files to power bi, you can refer to below steps:

1. Navigate and open the excel file.

2. Click the 'Edit Workbook' -> 'Edit in Excel'.

3. Copy the path to clipboard.

File - > Info

4. Open the import dialog and paste the url, then remove "?web=1" and select the 'copy data' mode to finish the operation.('Import' - > 'workbook')

 

After you finish and publish to service, this dataset will use connect to sharepoint with 'connect direct' mode.

 

 

Regards,

Xiaoxin Sheng

  • kriskind75's avatar
    kriskind75
    New Member
    8 years ago

    Thank you Xiaoxin! That helped a lot!

    Best Regards,

    Chris

     

  • WimB's avatar
    WimB
    Regular Visitor
    3 years ago

    Hello,

     

    I'm in the same situation, but am not allowed to connect my local Excel / Power BI to the sharepoint server due to MFA and security settings on my laptop.

    Is it possible as well to update the source location AFTER publication, i.e. in the online version of Power BI?

     

    Thanks,

     

    Wim