Reading and updating a dashboard

[twrigglesworth2]

Hello all,

I have exported lists of tickets from AutoTask in a XLSX file, saved on a Sharepoint site.

Using Power BI Desktop, I've connected the documents as sources and created some slicing so we can see where technicians are and when.

When using the dashboard on Power BI Desktop, I can update the data as the Excel documents change a lot. When I've published it to share with the team, I get 'Offline' for the Excel documents.

The error wants credentials to have the refresh working but where to I put that?

I'm new to Power BI and have hit a bit of a wall with this - hopefully it's a quick fix 

Kind regards

Tom

[danextian · Accepted solution]

Hi @twrigglesworth2 

You seem to be connecting to a synched copy of your Excel file in your local drive instead of directly connecting to the copy in the web as your connection is looking for a gateway which shouldn't be the case for cloud data sources.

From below, copy the path until before ?web=1

Go to the Source applied step of your query in the query editor. Replace File.Contents with Web.Contents (case-sensitive) and replace the path inside two double quotes with what you just copied.

[twrigglesworth2]

Hey,

Thank you for the reply - you are a hero 😍

Connecting now, just need to get it to sync the data regularly so it's always up to date.

Thank you again