Forum Discussion
Sharepoint folder excel live update
- 1 year ago
In Power Automate, create an Automated cloud flow. Use the trigger “SharePoint - When a file is created or modified (properties only)” and select your Site, Library, and folder (add a Condition if you want it to run only for file.xlsx). Add the action “Power BI (Fabric) - Refresh a semantic model” (or “Refresh a dataset”), then choose the workspace and model. Save and test. Whenever the Excel file changes, the flow runs and triggers a dataset refresh. You need workspace permission, the dataset’s SharePoint credentials must be set, the report updates only after the refresh finishes, and you can add a short Delay step to avoid multiple refreshes during rapid edits.
No,Excel in SharePoint can’t update a Power BI report “live” without a dataset refresh. With Import mode the data only changes when the dataset refreshes. Your options are:
(1) Set up Scheduled refresh (Pro: up to 8/day, Premium: up to 48/day)
(2) Use Power Automate to trigger a dataset refresh whenever the file is modified
(3) If you truly need near-real-time, move the data to a DirectQuery source (e.g., SQL/Dataverse/Fabric table) and use Auto page refresh,Excel isn’t supported for DirectQuery.