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twrigglesworth2
Regular Visitor
Partially syndicated - Outbound

Reading and updating a dashboard

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.

twrigglesworth2_0-1733917364493.png

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

twrigglesworth2_1-1733917480978.png

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

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danextian
Super User
Super User

Syndicated - Outbound

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

danextian_0-1733919403438.png

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.

danextian_1-1733919669121.png

 

 





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

Did I answer your question? Mark my post as a solution!


"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
Need Power BI consultation, get in touch with me on LinkedIn or hire me on UpWork.
Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.

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2 REPLIES 2
danextian
Super User
Super User

Syndicated - Outbound

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

danextian_0-1733919403438.png

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.

danextian_1-1733919669121.png

 

 





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

Did I answer your question? Mark my post as a solution!


"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
Need Power BI consultation, get in touch with me on LinkedIn or hire me on UpWork.
Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.

Syndicated - Outbound

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

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