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Being new to Power BI, I used a subset of data in csv format to create my report. Now that the report is complete, the data source needs to be a SharePoint csv file. How do I do this? Do I change the data source prior to publishing? Are step-by-step instructions / examples available?
Hi, @Anonymous
Hi, @Anonymous
Importing files from OneDrive or SharePoint Online into the Power BI service is a great way to make sure your work in Power BI Desktop stays in sync with the Power BI service. When you connect to a .csv file on OneDrive or SharePoint Online, a dataset is created in Power BI. Data from the .csv file is then imported into the dataset in Power BI. Power BI then automatically connects to the file and refreshes any changes with the dataset in Power BI. If you edit the .csv file in OneDrive, or SharePoint Online, once you save, those changes will appear in Power BI, usually within about an hour. Any visualizations in Power BI based on the dataset are automatically updated too.
For further information, you may refer to the following links.
https://docs.microsoft.com/en-us/power-bi/refresh-desktop-file-onedrive
https://docs.microsoft.com/en-us/power-bi/refresh-csv-file-onedrive
Best Regards
Allan
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Thank you for these links. I will need to do this once I figure out how to go from the local data source to the SharePoint file as data source. I've tried the other suggestions and been unsuccessful so far. Any help on that would be greatly appreciated.
I tried this, but didn't see an option for selecting a sharepoint file. Please advise.
Thanks for the link. This looks simple, but browsing does not show SharePoint as an option. How do I do that? Also, if the filename is different going to the production dataset, will created measures automatically be converted?
I believe this blog post is a "step by step" example.
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