Setting up the right connection to data for automation

[goraem]

Hi, I am new to the forum and Power Bi and was wanting guidance on what would be the best way to do the following:

I have a workbook on sharepoint that takes entries from an MS form. In Power Bi desktop, I have connected to this workbook  and have a report in a 365 workspace the automatically updates as the entries come in. What i have found is that because it is a live connection i dont have access to tables and cant manipulate charts extensively. What should I rather do to support an automatic report or every week should i download the data, manipulate in PBI then publish the report to the workspace?

Thanks so much!

[Anonymous · Accepted solution]

Hi @goraem ,

Could you tell me if your problem has been solved?
If it is, kindly Accept it as the solution. More people will benefit from it.
Or you are still confused about it, please provide me with more details about your problem.

Best Regards,
Stephen Tao

[Anonymous]

Hi @goraem ,

Are you connect data from Microsoft Forms in Power BI Desktop? And after the pbix is published to Power BI Service, you want to refresh your dataset. This video teaches you how to refresh data in Power BI Service. 

Best Regards,

Stephen Tao

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[parry2k]

@goraem you can connect directly to the workbook from Power BI, publish the report to a workspace, and then set a scheduled refresh which you can do 8 times a day if you have a Power BI Pro license and that's it.

✨ Follow us on LinkedIn

Check my latest blog post The Power of Using Calculation Groups with Inactive Relationships (Part 1) (perytus.com) I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

⚡ Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.⚡