Forum Discussion
Collaborate on a shared Power BI Desktop File Using as shared Excel file as Datasource
I can't speak to Box connectivity specifically but it has come up before:
https://community.powerbi.com/t5/Power-Query/box-com/m-p/119392
The basic principle is that Power BI's data source should be in a fixed location. In your case, this is an Excel file. If you save it somewhere in the cloud where you both can access and update it, whether that is Google Drive, Dropbox, OneDrive, SharePoint, or whatever, that's where you point your Power BI file to load the data.
To update each month, you'd edit the Excel file in the cloud and then simply refresh your Power BI report in the desktop editor or the online service (it should work for both). I think this is your option #2.
Understood on the cloud, I appreciate the additional details, and along the lines of what I've been trying to do.
I'm trying to do that through Box.com, a cloud based file storage solution similar to OneDrive but I can't get it to connect. I've tried using a publicly accessible box link to the file and just the main website to connect but it won't establish a connection to the dataset.
Any ideas specific to Box connectivity? I can't find any guidance on that after lots of research.
Thanks,
ROKRI
I can't speak to Box connectivity specifically but it has come up before:
https://community.powerbi.com/t5/Power-Query/box-com/m-p/119392
Thank you AlexisOlson , I have been looking for that answer for a looong time! Solved.
Your link took me to a response from wardt with a link to the Box Direct Link, pasted here for ease of reference: "Use the "Direct Link" (direct download link) feature. It is not available for free personal box.com accounts. You can read more here: https://support.box.com/hc/en-us/articles/360043697554-Configuring-Individual-Shared-Link-Settings"
Answer is at the bottom of the page where the link takes you. So relieved...
ROKRI