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Christophe's avatar
Christophe
Helper II
6 years ago
Solved

OneDrive and SharePoint auto-refresh

According to the documentation, the datasets linked to a OneDrive or SharePoint Excel file should autorefresh every hour.

 

This works fine for me when I only use the service and the "connect" to Excel feature.

 

However, I want to do the preparation in a pbix file. In this case, what is the equivalent of the service "connect to Excel"? I tried using various connectors (SharePoint folder, Web), they all establish a proper connection to the file but after I publish to my workspace no refresh happens.

  • Hi Christophe ,

     

    Yes correctly,but do remember if you update the file locally,you need first to make a refresh in sharepoint or onedrive to make the files updated in the cloud,then the refresh will be automatically executed in Service.

    Note: Your dataset that connects to the file will be synchronized soon after the file on OneDrive, or SharePoint Online, is updated. Any visualizations based on the dataset are automatically updated too.

    Here is a similar reference you can refer to:https://docs.microsoft.com/en-us/power-bi/connect-data/refresh-csv-file-onedrive

     

     
    Best Regards,
    Kelly
    Did I answer your question? Mark my post as a solution!

12 Replies

  • mahoneypat's avatar
    mahoneypat
    Microsoft Employee

    You need to go to the settings for the Dataset you published (when you publish a report, the dataset gets published too), and click on Scheduled Refresh to add the times of day you want it to refresh.  Since you are using cloud sources (OneDrive/Sharepoint), you don't need to worry about a Gateway.  See this link for more details

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

     

    If this works for you, please mark it as solution.  Kudos are appreciated too.  Please let me know if not.

    Regards,

    Pat

    • Christophe's avatar
      Christophe
      Helper II

      mahoneypat thanks for the reply but this is not what I am looking for.

      Scheduled refresh allows up to 8 refreshes a day. What I want is the OneDrive/SharePoint autorefresh that happens every hour.

      • mahoneypat's avatar
        mahoneypat
        Microsoft Employee

        I don't have much experience troubleshooting that refresh. However, another option is to set up a flow that has one hour recurrence and triggers your data set refresh. 

        Regards

        Pat