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AlexBrisebois
Frequent Visitor

Refresh dashboard based on an excel source

On my local pc, I have:

  • An operational data source (so far, I have try an Access Database, SQL Database and flat files)
  • An Excel workbook connected on this source with Power Query with checking the "Add this data to the Data model" option.
  • A Power BI Desktop Dashboard connected to this Workbook

With the appropriate configurations , should it be possible to refresh the data shown in the dashboard without the prior need to open and refresh the Excel Workbook?

 

So far I got no error but to see any new data in the dashboard, prior to refresh it manually, I always need to open the Workbook, refresh and save it.  Even if there is a Data model in the workbook with connection information to the sources.

 

I have check many posts and articles of this site but without success.

 

Any suggestion?

 

1 ACCEPTED SOLUTION

I solved the problem.
Can't find the post that gave me the indication, but the solution is here: https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-import-excel-workbooks/
Rather than use the "Get Data" in PB Desktop, uses the File / Import command.

View solution in original post

3 REPLIES 3
parry2k
Super User
Super User

Here is more information on excel data refresh, let me know if need further help.

 

https://powerbi.microsoft.com/en-us/documentation/powerbi-refresh-excel-file-onedrive/



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Thanks Perry.

So far I work locally, without publishing the Power BI Document.

I'd already looked at your link as well as this one:
https://powerbi.microsoft.com/en-us/documentation/powerbi-refresh-excel-file-local-drive/
However, I can't get any new data in my dashboard until I manually refresh the Excel file.

Any idea about if it it should work or not locally?

Thanks!

I solved the problem.
Can't find the post that gave me the indication, but the solution is here: https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-import-excel-workbooks/
Rather than use the "Get Data" in PB Desktop, uses the File / Import command.

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