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Hi,
I have created some report on Power BI Desktop. My data sources are some excel and csv fiels on SharePoint and conencted through Web URL as becasue I cannot access SharePoint folder, I get "Access to the data source is forbidden" error. Web connection is working fine though. My data sources will be updated in every week and month. I have a lot of measures fields on Power BI for calculations. I have the following issues-
Solved! Go to Solution.
Question1:
I don't mean tabular format. The data needs to actually be defined as a Table in Excel. Take a look: http://www.contextures.com/xlExcelTable01.html
Question2:
Firstly, if you want to automate your refreshes online, then your data needs to sit in OneDrive Cloud. Power BI will refresh every 24 hours for the FREE version. It may refresh automatically with Sharepoint Online but I have never tested it. The other alternatives are to have the data sitting in a database. However, you will need Power BI PRO.
Question1:
Yes, it will update, even the measure fields. However, you must ensure that the data in your Excel files are in an Excel Tables. This is currently how our company does it. We also use the Web method.
Quesion 2:
When you click on the 'publish' button in your Power BI Desktop, it will automatically load the files onto PowerBI Cloud. You must enter your organisational Email account and password in order for it to be published successfully. Perhaps you are referring to the scheduled refresh ?
Question 3:
40MB is fine to be published to Power BI Cloud. I don't know if there is a limit. We hae produced pbix files larger than 250MB before with no issues.
Good luck.
D
HI @djnww,
Thanks for your prompt reply.
Question1:
Yes, our data is in tabular format. My idea is, I will copy the updated data and paste on the existing excel data source. I think it will work fine.
Question2:
I want to refresh dataset on Power BI Servcies, not in Desktop. I don't want to open Power BI Desktop any more once the visuliazation is finalized and published on Power BI Service. I will then just replace the data in the excel data source and refresh the data source in Power BI Service. In Power BI Service, there is no option to put organizaitonal credential to login for dataset refresh. Do you have suggestion on it?
Question3:
So, I can add more data to my PBIX file now. Thanks.
Question1:
I don't mean tabular format. The data needs to actually be defined as a Table in Excel. Take a look: http://www.contextures.com/xlExcelTable01.html
Question2:
Firstly, if you want to automate your refreshes online, then your data needs to sit in OneDrive Cloud. Power BI will refresh every 24 hours for the FREE version. It may refresh automatically with Sharepoint Online but I have never tested it. The other alternatives are to have the data sitting in a database. However, you will need Power BI PRO.
Dear @djnww,
Thank you so much for your suggestions. It is very helpful.
One more thing, my excel files contains raw data, table is not deifned. Is it ok if I open the excel data sources and define as a table for each? Would it chage anything it the visuals?
I have a question. Why is the data in Excel ? Is Excel used for data entry and you are using data that someone has manually entered or copied from somewhere ?
If it is raw data, then why isn't it just a CSV ?
I should correct myself. Use a Table if users are making changes to Excel like updating a user list or entering data regularly. If it is just raw data that you are copying from somewhere, then you don't need it to be in a Table.
Hi,
Few data is in CSV and few are in excel. Basically, we export some CSV from other system to be used in Dashboard but they are very few. Most of the data are extracted from other system or manually prepared for Dashboard in excel. These data will be replaced by the updated one, some are once in a week some are in a month.
Thanks.