Forum Discussion

Alex_Stennett's avatar
Alex_Stennett
New Member
3 years ago

Using imported Excel files and direct query to SQL on same report.

Hi.  I am trying to update an existing, working, Power BI report based on Excel files stored on prem.  Because of the nature of the report this can be downloaded, data refreshed then republished when...
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v-yinliw-msft's avatar
v-yinliw-msft
Community Support
3 years ago

Hi Alex_Stennett ,

 

Could you please tell me the details of the error?

 

Whether this data source is the first or the second, it cannot avoid the need for a gateway and credentials if you want to refresh the reports.

 

If the error occured when you published, you can check this button turn on or off.

 

I think you can try to configure the gateway and credentials for the SQL data source.

 

Best Regards,

Community Support Team _Yinliw

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

 

  • Alex_Stennett's avatar
    Alex_Stennett
    New Member
    3 years ago

    I think that is most of my problem.  This report was designed by someone else and was never meant to refresh whilst on the PBI Server.  What they did was download the PBIX file, refresh data locally and re-publish.  Now when I try and add "Live" data it puts them all into the dataset for the report and tries to refresh.  It would be able to reach SQL (and can in its own report) but cannot reach the Excel files so the whole refresh fails.  What I was hoping for was for two datasets, one that could refreesh (direct query really) and one that didn't (Excel files updated monthly).

    I'll have a look for that setting which I am assuming is a PBI admin type thing?

    Thanks