Forum Discussion

netanel's avatar
netanel
Icon for Post Prodigy rankPost Prodigy
4 years ago
Solved

One Drive to Power BI

Hello everyone!

 

I want to check if my process is right (I feel not)

 

I have an Excel file that I display in Power BI Service
I have my Workspace there

 

The process is as follows:
Save the file to One Drive
Refresh the Power BI Desktoop
Save the Power BI Desktoop in OneDrive

Then I see the result in my Workspace

I'm wrong?

Need Help
  • v-zhangti's avatar
    v-zhangti
    4 years ago

    Hi, netanel 

     

    When you store a Power BI Desktop file on OneDrive or SharePoint Online, any data you’ve loaded into your file’s model is imported into the dataset. Any reports you’ve created from the file are loaded into Reports in the Power BI service. Let's say you make changes to your file on OneDrive or SharePoint Online. These changes can include adding new measures, changing column names, or editing visualizations. Once you save the file, Power BI service syncs with those changes too, usually within about an hour.

     

    You can do a one-time, manual refresh right in Power BI Desktop by selecting Refresh on the Home ribbon. When you select Refresh, you refresh the file’s model with updated data from the original data source. This kind of refresh happens entirely from within the Power BI Desktop application itself. It's different from a manual or scheduled refresh in Power BI, and it’s important to understand the distinction.

     

    When you import your Power BI Desktop file from OneDrive or SharePoint Online, you load data and model information into a dataset in Power BI. You'll want to refresh the dataset in the Power BI service because that's what your reports are based on. Because the data sources are external, you can manually refresh the dataset by using Refresh now or you can set up a refresh schedule by using Schedule refresh.

     

    Here is the related document, hope it can help you.

    https://docs.microsoft.com/power-bi/connect-data/refresh-desktop-file-onedrive 

     

    Best Regards,

    Community Support Team _Charlotte

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

4 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    4 years ago

    Hi netanel 

     

    I guess you want to see the report you built in PBI Desktop and utilize the one drive auto refresh every hour? Upload your .pbix file in the workspace from your one drive

     

     

    • netanel's avatar
      netanel
      Icon for Post Prodigy rankPost Prodigy
      4 years ago

      Hey Anonymous 

      This has already been done in my process

       

      This two steps iam doing This is because I want to see the result right away in Workspace

      Refresh the Power BI Desktoop
      Save the Power BI Desktoop in OneDrive

       

      But I understand that even if I do not do it it will refresh them within an hour

      In any case, it seems to me that my process is normal

      Right?

      • v-zhangti's avatar
        v-zhangti
        Icon for Community Support rankCommunity Support
        4 years ago

        Hi, netanel 

         

        When you store a Power BI Desktop file on OneDrive or SharePoint Online, any data you’ve loaded into your file’s model is imported into the dataset. Any reports you’ve created from the file are loaded into Reports in the Power BI service. Let's say you make changes to your file on OneDrive or SharePoint Online. These changes can include adding new measures, changing column names, or editing visualizations. Once you save the file, Power BI service syncs with those changes too, usually within about an hour.

         

        You can do a one-time, manual refresh right in Power BI Desktop by selecting Refresh on the Home ribbon. When you select Refresh, you refresh the file’s model with updated data from the original data source. This kind of refresh happens entirely from within the Power BI Desktop application itself. It's different from a manual or scheduled refresh in Power BI, and it’s important to understand the distinction.

         

        When you import your Power BI Desktop file from OneDrive or SharePoint Online, you load data and model information into a dataset in Power BI. You'll want to refresh the dataset in the Power BI service because that's what your reports are based on. Because the data sources are external, you can manually refresh the dataset by using Refresh now or you can set up a refresh schedule by using Schedule refresh.

         

        Here is the related document, hope it can help you.

        https://docs.microsoft.com/power-bi/connect-data/refresh-desktop-file-onedrive 

         

        Best Regards,

        Community Support Team _Charlotte

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