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some_analyst's avatar
some_analyst
Helper I
1 year ago
Solved

Refresh button on the published report - does not refresh data

I have a schedule to refresh a published report in PBI cloud. But, I want the user to be able to refresh on demand.  There is a button in PBI Service to refresh and I understand that this should pul...
Need Help
  • rosha_rosha's avatar
    rosha_rosha
    1 year ago

    Hi,

    If you used “Web” or “SharePoint Folder” to connect to a file stored in OneDrive/SharePoint Online using the proper link, refresh will work, but the gateway may still be required depending on the configuration!

     

    Best Practice (No Gateway Needed):

    To connect to an Excel file on SharePoint:

    1. Go to SharePoint Online > Locate your Excel file
    2. Click the three dots (...) > Open in browser
    3. Copy the URL up to the .xlsx (it will look like: https://tenant.sharepoint.com/sites/YourSite/Shared Documents/filename.xlsx)
    4. In Power BI Desktop:
    • Use the Web connector
    • Paste the full link
    1. After publishing to Power BI Service:
    • Go to Dataset > Settings > Data source credentials
    • Set it to OAuth2 > Organizational account and sign in