Background
Hello - I needed to create a dashboard that incorporates data from multiple tabs of an excel workbook.
In short, there are about 17 different tabs (which relate to different entities and teams) with identical fields / columns. It would have been more work to combine all the data into one tab in the source excel file, and it wouldn't have worked for our teams as they still needed to make updates to each tab.
Attempt
With that background, I added each tab as a separate query in Power Query editor and then used the "Append Queries as New" option to combine everything in one place to use in my dashboards.
Issue
What I have found is the data does not update in real time on the Power Bi website - I have to manually open the file, refresh, and publish back to the Power Bi cloud in order for the data to properly update.
Solution (no success)
To try to automate this, I have created a Power Automate tool that refreshes every 15 minutes but the updates do not push either.
My question is, am I doing something wrong and/or this the appropriate way to handle this kind of data set up? Any advice on how to automatically update this?
Reference
For reference, I mocked up what my data looks like in Power Query (please note this is much more simplified version, but the structure is still there):
Thanks in advance!
1 ACCEPTED SOLUTION
Hi @joker449 ,
“What I have found is the data does not update in real time on the Power Bi website - I have to manually open the file, refresh, and publish back to the Power Bi cloud in order for the data to properly update. ” This is because you have not configured the dataset credentials for the dataset published to the service and turned on scheduled refresh, because the dataset published to the service will not automatically inherit the data connection credentials of the data connection tried on the desktop and will not automatically start data refresh, you need to configure it
Refer to:
Data refresh in Power BI - Power BI | Microsoft Learn
Add or remove a gateway data source - Power BI | Microsoft Learn
Best Regards,
Liu Yang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi @joker449 ,
“What I have found is the data does not update in real time on the Power Bi website - I have to manually open the file, refresh, and publish back to the Power Bi cloud in order for the data to properly update. ” This is because you have not configured the dataset credentials for the dataset published to the service and turned on scheduled refresh, because the dataset published to the service will not automatically inherit the data connection credentials of the data connection tried on the desktop and will not automatically start data refresh, you need to configure it
Refer to:
Data refresh in Power BI - Power BI | Microsoft Learn
Add or remove a gateway data source - Power BI | Microsoft Learn
Best Regards,
Liu Yang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
