Forum Discussion
Auto refresh data from an Excel in Sharepoint
- Anonymous9 years ago
Hi drop,
Power BI can't automatically refresh FTP data source. You can consider to use Power update to refresh CSV file connected in your Excel.
Thanks,
Lydia Zhang
Hi all,
I've been testing Power BI recently to offer powerful KPI to my project team "on top" of their usual Excel reporting files, stored on our Project Sharepoint.
I read many articles stating that in this type of configuration, the PowerBI reports should be updated automatically as soon as the data is updated in the Excel stored on Sharepoint (maybe with 1 hour delay...), and this is not my case.
Let me give you some more details on the set-up I'm using:
1- The data used for this dataset/report is basically a TABLE declared in the Excel workbook
2- The Excel workbook is stored in a Sharepoint (equivalent to a Business OneDrive)
3- I built the report/dataset in Power BI Desktop, performing a GET DATA and using the EXCEL connector (then browsing thru my company Sharepoint folders and connecting to the right Excel workbook
4- Then I published the report to Power BI services, no issue until that point.
In term of data update:
- In Power BI Desktop, I don't expect to have any automatic refresh (when I edit the report agin for example. But when needed, I can refresh the DATASET pressing the REFRESH button --> no issue.
- In Power BI Services, clicking on the Refresh button in the Report view just doesn't trigger any action: no update, no error message...
But when asking for a DATASET refresh, I just receive an error message starting with "Refresh failed due to gateway configuration issues".
Do you have any idea of waht I missed? I really thought that on this type of set-up, the dataset stored in Power BI Services was refreshed automatically from the Excel data stored on ONEDRIVE Business/Sharepoint...
Thanks for your guidance,
Nick.
PS: I'm still using the Power BI Pro evaluation period...