Forum Discussion
Data from Sharepoint
ghouse_peer , as per my knowledge
1). When i have pulled data from sharepoint excel file and created report, next month the data gets updated and the updated excel file sould be pasted in the same location/ Should be replaced on that excel file in sharepoint.
Please check the link URL remains the same . So make sure the same file is overwritten
2) once either of the two is done from above point. When i refresh in power bi desktop will the reports get updated/refreshed accordingly?
yes
3) When i change my pc/ laptop what steps i have to take to maintain the same data connection and same reports in PBI desktop without affecting report and connections?
You may have to give credentials again in new PC
excel in SharePoint
https://community.powerbi.com/t5/Desktop/Import-Data-from-an-Excel-sheet-in-SharePoint/td-p/47223
https://www.youtube.com/watch?v=3GIz50pftZ0
https://www.youtube.com/watch?v=gJF2e_43FRY
https://whitepages.unlimitedviz.com/2018/07/excel-files-power-bi-desktop-sharepoint/
https://docs.microsoft.com/en-us/power-bi/connect-data/service-excel-workbook-files
https://powerbi.tips/2016/09/loading-excel-files-from-sharepoint/
vanessafvg My 3rd point was, Now i am working in one laptop which has PBI Desktop installed,created reports by pulling data from sharepoint.
After some days i might change the laptop .So again i will install PBI desktop in the new laptop. To retain all the reports which was created in previous laptop and connection to the same sharepoint file. what steps i need to follow.
Hi ghouse_peer ,
>>After some days i might change the laptop .So again i will install PBI desktop in the new laptop. To retain all the reports which was created in previous laptop and connection to the same sharepoint file. what steps i need to follow.
For this point, you may publish your report to Power BI Service before changing the laptop. Then you may download the pbix file from the report page in Power BI Service, open the downloaded pbix in Power BI Desktop , and you could edit it again.
Best Regards,
Amy
Community Support Team _ Amy
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