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Anonymous
Not applicable

Data refresh

‎10-17-2019 11:20 AM
For my client, i have created a dashboard on Power Bi desktop for which the data source is an excel file uploaded on client's sharepoint site. Whenever someone makes changes to the excel file on SharePoint, i am able to see the updated dashboard by clicking on refresh, which is great. I will be rolled from my project and have to handover the dashboard to my client counterpart.
Now my question is - If I share pbix file with my client via email, will the refresh function work for him in case changes are made to the excel on SharePoint.

Thanks
Amish
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Greg_Deckler
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Community Champion

‎10-17-2019 11:33 AM

Credentials for data sources are stored within the data connection so it should work. Worse case, your client would need to update the credentials.



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Greg_Deckler
Community Champion
Community Champion

‎10-17-2019 11:33 AM

Credentials for data sources are stored within the data connection so it should work. Worse case, your client would need to update the credentials.



Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!: DAX For Humans

DAX is easy, CALCULATE makes DAX hard...
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