Forum Discussion
Sharing Desktop File
Hi andyring,
As you can see, the file path of Excel file (data source) is static once it is initilized. It directs to the origial location where you store the Excel file. After you move it to a new folder and send it to others, with the original file path, Power Query cannot find the source file, which causes refresh failure.
I am wondering if it is possible to send this folder to someone, with the pbix file and excel file, and have them be able to not only open the presentation, but also be able to make changes on the excel file and hit refresh on the desktop to update the presentation.
Yes. It is possible. After sending the folder (.pbix file and Excel file) to others, please ask recipients open .pbix file and in Query Editor mode, change the File Path to correct one (the stored location on their own machine). Then, they can click the refresh button to update dataset.
Besides, if you only want to refresh dataset in Desktop, there is no need to configure Data Gateway. Gateway is used to refresh dataset for those reports published to PowerBI Service.
Best regards,
Yuliana Gu
Hi andyring,
As you can see, the file path of Excel file (data source) is static once it is initilized. It directs to the origial location where you store the Excel file. After you move it to a new folder and send it to others, with the original file path, Power Query cannot find the source file, which causes refresh failure.
I am wondering if it is possible to send this folder to someone, with the pbix file and excel file, and have them be able to not only open the presentation, but also be able to make changes on the excel file and hit refresh on the desktop to update the presentation.
Yes. It is possible. After sending the folder (.pbix file and Excel file) to others, please ask recipients open .pbix file and in Query Editor mode, change the File Path to correct one (the stored location on their own machine). Then, they can click the refresh button to update dataset.
Besides, if you only want to refresh dataset in Desktop, there is no need to configure Data Gateway. Gateway is used to refresh dataset for those reports published to PowerBI Service.
Best regards,
Yuliana Gu
Hello,
This technically solves the problem and is what I was doing at the start after I have shared a folder in OneDrive with both the pbix files and the excel files with the data.
The challenge now is that I have several pbix files and also several queries within each one of them which makes cooperation impossible if every time one person needs to change all the datasources. Additionally, if this person changes the datasources, then I cannot access them and have to change and revert them back again. This is because part of the filepath includes my Network ID.
Any ideas, much appreciated!
