Hey @ashmitp869,
Yes, you absolutely need an On-Premises Data Gateway for this setup.
Step 1: Gateway Setup
- Download and install the On-Premises Data Gateway on any server that can access your \APP03\Operations\UAT\ path
- I usually pick a server that's already running 24/7 in the same network segment
Step 2: Configure the Connection
- Add a new "File" data source in the gateway
- Point it to your exact path: \APP03\Operations\UAT\EMPLOYEES.csv
- Use a service account with read permissions to that share
Step 3: Power BI Service Setup
- Publish your report from Desktop as usual
- In the dataset settings, map it to your gateway data source
- Set up scheduled refresh (I typically do every 4 hours for operational data)
Alternative if you want to avoid gateways:
- Move the CSV to SharePoint Online - then you get direct cloud connectivity
- Or set up a simple PowerShell script to copy files to OneDrive for Business folder
The gateway approach is more reliable for file shares, but if your IT team is open to it, the SharePoint route saves you ongoing gateway maintenance headaches.
Hope this helps! Let me know if you hit any snags during setup.
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Best Regards,
Jainesh Poojara | Power BI Developer
