Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Join the FabCon + SQLCon recap series. Up next: Power BI, Real-Time Intelligence, IQ and AI, and Data Factory take center stage. All sessions are available on-demand after the live show. Register now

Reply
Anonymous
Not applicable

PBI DirectQuery

Dear Experts

 

I have built a PBI report using the PBI live dataset + Excel File by enabling the Direct Query feature.
Pusbilshed it in the existing workspace where the original dataset is.

 

Does the refresh on the new dataset actually refreshes both excel and the PBI dataset? Should n't the PBI dataset have the data as soon as the original dataset is refreshed?

 

Also please advise does the live dataset need any gateway settings to be maintained? I have already enabled gateway for the excel file data. 

 

Please can someone pleaes explain.

 

Thanks
Mahad

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi  @Anonymous ,

 

If the power bi dataset is connected to an original dataset, as long as the data source credentials in the original dataset are successfully configured, the current power bi dataset does not need to configure the credentials of the first dataset (but it needs to have the previous dataset read and build permissions), just configure the newly added data source credentials.

If the first dataset is in import mode, the data of the first dataset needs to be refreshed so that the second dataset can display the latest data.

 

Best Regards,

Liu Yang

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

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Hi  @Anonymous ,

 

If the power bi dataset is connected to an original dataset, as long as the data source credentials in the original dataset are successfully configured, the current power bi dataset does not need to configure the credentials of the first dataset (but it needs to have the previous dataset read and build permissions), just configure the newly added data source credentials.

If the first dataset is in import mode, the data of the first dataset needs to be refreshed so that the second dataset can display the latest data.

 

Best Regards,

Liu Yang

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

amitchandak
Super User
Super User

@Anonymous , Direct Query does not require refresh, so only need excel refresh. The dataset used should take care refresh of its data refresh. The new dataset refresh will only needed for excel

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Helpful resources

Announcements
April Power BI Update Carousel

Power BI Monthly Update - April 2026

Check out the April 2026 Power BI update to learn about new features.

New to Fabric survey Carousel

New to Fabric Survey

If you have recently started exploring Fabric, we'd love to hear how it's going. Your feedback can help with product improvements.

Power BI DataViz World Championships carousel

Power BI DataViz World Championships - June 2026

A new Power BI DataViz World Championship is coming this June! Don't miss out on submitting your entry.

FabCon and SQLCon Highlights Carousel

FabCon &SQLCon Highlights

Experience the highlights from FabCon & SQLCon, available live and on-demand starting April 14th.