Help to understand refresh or update a report

[fep]

Hi I have made an effort to read about this topic and seen videos on youtube without understanding what really I have to do to update reports.

My workflow is like this.

1. Excel files located in my onedrive folder gets imported in Power BI.

2. Transform query and make a report with visuals.

3. To share this report I click publish.

To update this report next mont I have to repet the workflow.
Delete old excel file, get new excel file and make all over again.

I see that in power bi online in my workspace I have a dataset. There it is some options to schedule update/refresh.

Can some one please help me understand how to be more effective? My sources are most excel files in onedrive and sharepoint list. I do not understand how to make Power Bi update an imported files automatically 

 

[Anonymous · Accepted solution]

Hi @fep,

You can refer to the following document to get data from the file link that hosted in OneDrive/SharePoint to design report. After you publish to power bi service side and update the data credentials, it will use the one drive to handle these source update.

Use OneDrive for Business links in Power BI Desktop - Power BI | Microsoft Learn

Data refresh in Power BI - Power BI | Microsoft Learn

Regards,

Xiaoxin Sheng

[amitchandak]

@fep , Make sure the file is updated on onedrive. Overwrite and schedule a refresh in power bi service

https://docs.microsoft.com/en-us/power-bi/connect-data/refresh-data

[fep]

How will this effect the local pbi file. When I open the file in Power bi desktop do I have to click on update or will this be done automatic?