Forum Discussion

hxkresl's avatar
hxkresl
Advocate III
9 years ago
Solved

Visuals not refreshing to reflect changed excel source file data

how to refresh dashboard after changing excel source file?   I don't want to pull the dataset in as new dataset and have to recreate the dashboard.

 

 

other info:

source file columns and datatypes are same as previous file

getting no errors on refresh

verified that table view of source file contains the new data

I have even closed and reopened pbi report to see if that would force refresh.

am able to make new connection to new source file and recreate dashboard, and then the data is correct  

Need Help
  • v-jiascu-msft's avatar
    v-jiascu-msft
    9 years ago

    Hi hxkresl,

     

    Could you please tell me if your problem was resolved? Could you please share the answer or mark the proper answer as solution if it's convenient for you? That will be a help to the others.

    Best Regards!
    Dale

4 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    9 years ago

    There are multiple ways to refresh a data set.  If you are working in the Power BI desktop, there is simply a refresh button.

     

    If you are working on the Power BI Web Service, you can either:

    • Refresh in the desktop file and press publish
    • Host the file somewhere like OneDrive for Business and set your file as 'directly connect'.
    • Host the file somewhere your computer has access too and refresh using a personal gateway
    • Have an on-premise data gateway and host the file somewhere this server has access to

     

    With gateways and connections you can either refresh manually and/or set up scheduled times to handle the refresh.

  • v-jiascu-msft's avatar
    v-jiascu-msft
    Microsoft Employee
    9 years ago

    Hi hxkresl,

     

    1. Did you use any filters or slicers?

    2. Did you change the type of visual?

    According to the document and my test, these two things above would influence the refresh. "pin live page" could be a workaround.

    "A tile is a snapshot of your data, pinned to the dashboard."

    "Tile refresh updates the cache for tile visuals, on the dashboard, once data changes. This happens about every fifteen minutes. You can also force a tile refresh by selecting the ellipsis (...) in the upper right of a dashboard and selecting Refresh dashboard tiles."

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Please reference: Dashboard-tiles-don-t-automatically-update-when-updated-report

     

    Best Regards!

    Dale

  • v-jiascu-msft's avatar
    v-jiascu-msft
    Microsoft Employee
    9 years ago

    Hi hxkresl,

     

    Could you please tell me if your problem was resolved? Could you please share the answer or mark the proper answer as solution if it's convenient for you? That will be a help to the others.

    Best Regards!
    Dale

    • hxkresl's avatar
      hxkresl
      Advocate III
      9 years ago

      To solve disconnect between tiles and dataset I took my dashboard down (deleted), republised datasets and recreated dashboard.   By not interfering with it since it has maintained sync