Forum Discussion
OneDrive and SharePoint auto-refresh
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,
KellyDid I answer your question? Mark my post as a solution!
edhans thanks for the reply and great point about Power Automate limitations.
The issue is that I don't even see OneDrive Refresh in the settings after I publish my pbix file. Could you tell me what method you used to connect to the Excel file when creating the pbix?
I never use OneDrive refresh Christophe
I'm good with the 8 times a day for a scheduled refresh - that is once every business hour, and I can control the refresh. Plus, I rarely have one file in my PBIX connection. Usually it is a mashup of different sources.
edhans ok. My post is specifically about the auto-refresh.
v-kelly-msft Interesting idea. Could you detail the steps? If I understand correctly, you are saying that I should upload both the xlsx file and the pbix file to SharePoint, and then use the service to connect to the pbix file? And then, when the user updates the xlsx file, both the pbix file and the service will auto-refresh?
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,
KellyDid I answer your question? Mark my post as a solution!Thank you v-kelly-msft for the help.
I successfully tested that if I use Power BI service to import an Excel file from OneDrive or SharePoint, then the OneDrive refresh is set up. However that doesn't allow me to transform the data.
To transform the data, I have to get the Excel file from OneDrive or SharePoint to Power BI desktop, then upload to Power BI service. In this case, the OneDrive refresh is not enabled and only scheduled refresh is available.