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Anonymous
Not applicable

Values are not updating from excel spreadsheet source

I've created a report in PowerBI based on an excel spreadsheet of FX rates. Below is my report in the PBI desktop service. However, when I refresh it, none of the values change. 

TBDRW_0-1649959819823.png

Here is the data in the 'Model' tab, with both queries shown. 

TBDRW_1-1649959866021.png

TBDRW_2-1649959920469.png

TBDRW_3-1649959930568.png

And finally here are some screenshots of the source spreadsheet, which I can't figure out how to attach.

TBDRW_4-1649959981515.png

 

TBDRW_5-1649959991028.png

As you can see, the intended usage is this. 

1. The 'Historical Rates' page will show the exchange rates for the last three months, based on TODAY(), so should update once daily. 

2. the Live Rates page will return the current exchange rate so should change whener the report is updated. 

 

However, currently, no updates happen to the live rates when I press 'refresh' in the Report tab on PBI desktop. I get this summary flash up. 

TBDRW_6-1649960109982.png

Refreshing the data like this

TBDRW_7-1649960124939.png

 

also doesn't work.

 

What has gone wrong here?

 

Kind regards,

T

 

 

 

1 ACCEPTED SOLUTION

Hi, @Anonymous ;


@Anonymous wrote:

So, opening the file, saving it and then refreshing worked. But how can I make it so that refresh updates those values automatically? 


You could publish the .pbix to service then Configure scheduled refresh;

Power BI limits datasets on shared capacity to eight daily dataset refreshes.

You also could select OneDrive refresh,Power BI checks about every hour if a dataset connected to a file on OneDrive or SharePoint Online requires synchronization.


Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

10 REPLIES 10
v-yalanwu-msft
Community Support
Community Support

Hi, @Anonymous ;

Is your problem solved? If so, Would you mind accept the helpful replies as solutions? Then we are able to close the thread. More people who have the same requirement will find the solution quickly and benefit here. Thank you.


Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Anonymous
Not applicable

Why? Can't I have my spreadsheet update? 

 

Let's assume that I don't want to use exchange rates, and I want to refresh a spreadsheet instead. How would I do that? 

Have you tried refreshing the whole model?

refresh.jpg

 





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Anonymous
Not applicable

yes, it doesn't change the values

Another long shot....Try making a table out of the rogue cells (select columns & rows and ctrl +T). Use the table (instead of the sheet) on import. EDIT (forget this...it removes the functionality....)

 

and at the risk of stating the obvious, save the file before refreshing...

 

EDIT: I've just tested the import and it seems to work on my side:

EXCHRATES.gif

 

 

 





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In doing so, you are also helping me. Thank you!

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Anonymous
Not applicable

So, opening the file, saving it and then refreshing worked. But how can I make it so that refresh updates those values automatically? 

Hi, @Anonymous ;


@Anonymous wrote:

So, opening the file, saving it and then refreshing worked. But how can I make it so that refresh updates those values automatically? 


You could publish the .pbix to service then Configure scheduled refresh;

Power BI limits datasets on shared capacity to eight daily dataset refreshes.

You also could select OneDrive refresh,Power BI checks about every hour if a dataset connected to a file on OneDrive or SharePoint Online requires synchronization.


Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Worth posting the question in the Power Automate forum:

https://powerautomate.microsoft.com/es-es/ 





Did I answer your question? Mark my post as a solution!
In doing so, you are also helping me. Thank you!

Proud to be a Super User!
Paul on Linkedin.






You can probably automate the opening -> refreshing -> saving of the Excel file using VBA or Power Automate.

I once used VBA to do just this centuries ago but I'm no VBA expert by a long shot...but Goolgle was my friend then, so...





Did I answer your question? Mark my post as a solution!
In doing so, you are also helping me. Thank you!

Proud to be a Super User!
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v-yalanwu-msft
Community Support
Community Support

Hi, @Anonymous ;

 

You need to get a exchange rate table  from some website.

 

About how to get a   Exchange Rate Conversion table ,you can refer to these related blog and video.

Exchange-Rates-best-website-to-use-for-Historical-data

multiple-currency-logic-in-power-bi-lookupvalue-example 

Handling Multiple Currencies in Power BI w/DAX 


Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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