How to auto refresh excel with time scheduled everyday which is in SharePoint folder

[sumiteshkumar]

I have excel which is export of power bi dashboard (contains pivots)

I am using the same to analyse the data, i want the same file to be auto refresh everyday by a perticular time as scheduled.

In the properties it does not have time scheduled option, do we have an alternative to get the work around.

[Anonymous · Accepted solution]

Hi @sumiteshkumar ,

Do you want to export data from your dashboard as planned? I suggest you create a python script to export the data as a csv file on a schedule. Please refer to the following blog.

Schedule Automated Data Exports from Power BI usin... - Microsoft Fabric Community

You can then set the destination path to another folder B and set the PowerAutomate flow to monitor it(You need a PowerAutomate license). Then rename the newly created file in folder B and copy it to folder A(Select "Replace" file A with the same name in "Copy file" action).

Trigger---->"When a file is created"(B folder).

Best regards,

Mengmeng Li

[rajendraongole1]

Hi @sumiteshkumar - Excel does not natively support auto-refreshing files exported from Power BI dashboards on a schedule. However, you can achieve this functionality using a combination of Power BI, Excel, and automation tools like Power Automate

Process:

If your data resides in Power BI Service:

Export Power BI Report Data as Excel:

Set up a Power Automate flow that uses the "Run a query against a dataset" action to pull data from Power BI into Excel.
Schedule the Flow:

In Power Automate, schedule the flow to run at a specific time every day. This will generate a new Excel file with refreshed data.
Save the File:

Save the generated file to a specific location (e.g., OneDrive, SharePoint, or a local folder).