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ddalton
Resolver I
Resolver I

MS Form or Excel spreadsheet and MS Flow

I have a manual data entry process that is currently reported on using Excel. I want to create a new process using Power BI and, if there's a clear advantage, also use MS Flow to keep the Power BI dataset up to date. You can think of the data being entered as timesheet data but the nature of the data isn't strictly relevant. 

 

I figure there's couple of approaches I could take:

1) Create an Excel spreadsheet on Sharepoint or OneDrive. Create a Power BI dataset that is linked to the file. The spreadsheet would be updated manually. Any edits made to existing rows would need to be reflected in the Power BI dataset. And, the dataset could be refreshed manually or using scheduled refreshes. Better yet, for MS Flow to recognise when the file has been updated, and update the Power BI dataset. 

2) Create an MS Form and using MS Flow setup a process that updates the Power BI dataset with new rows when a response is submitted via the form

 

I think 1) would be the better approach. It gives me more flexibility but I haven't been able to find a way to use MS Flow to update exisiting rows in the Power BI. Instead, I could only find an option to add new rows to the dataset, and that isn't useful. 

 

For 1), is there a way to get MS Flow to recognise when an existing row has been updated so it can update the corresponding row in the Power BI dataset? 

 

The only advantage I can see with 2) so far is that it has a simpler interface for submitting responses but as it's an internal process anyway I don't really see that as a huge benefit.  

 

Any advice would be greatly appreciated. 

 

 

1 REPLY 1
v-chenwuz-msft
Community Support
Community Support

Hi @ddalton ,

 

I doubt that possible to detect if new rows have been added to the excel online.

 

I think you want get live data from data source, if yes, you can collect data from the user to the database and then connected to the data source via the directquery schema. This allows you to get the latest data in real time.

 

Use DirectQuery in Power BI Desktop - Power BI | Microsoft Docs

 

Best Regards

Community Support Team _ chenwu zhu

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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