Forum Discussion
PowerQuery Refresh in Power BI
If I understand correctly....
1 Your source data is in Excel
2 Your transformation of this same data is in Power Query for Excel - in the same file
3 You then import to Power BI for reporting
If this is correct, the problem is that you can't refresh 3 and have it trigger a refresh of 2. The solution is to move the query from power query in 2 and move that into power query in 3. That way you Power BI file will do the conversion on refresh. You can schedule a time based refresh in Power BI. You will need either a gateway to connect to your PC or have your Excel files replicated using OneDrive. Don't be scared of the gateway - it is easy to use. I recommend installing the enterprise version, not the personal version.
If I understand correctly....
1 Your source data is in Excel
2 Your transformation of this same data is in Power Query for Excel - in the same file
3 You then import to Power BI for reporting
If this is correct, the problem is that you can't refresh 3 and have it trigger a refresh of 2. The solution is to move the query from power query in 2 and move that into power query in 3. That way you Power BI file will do the conversion on refresh. You can schedule a time based refresh in Power BI. You will need either a gateway to connect to your PC or have your Excel files replicated using OneDrive. Don't be scared of the gateway - it is easy to use. I recommend installing the enterprise version, not the personal version.