Forum Discussion
Helper IBest Way to Design PowerBI Reports with Access Database stored in Sharepoint Online
Hello community,
Our small company primarily uses an access database to manage our business, to which I have hosted in our sharepoint online site.
I'm looking to use PowerBI Desktop to design a multitude of reports, and then upload them to the PowerBI Service for our internal users to use. I need to it be refreshed on a schedule.
Does anyone have any advice as to how I should set this up?
Thanks!
13 Replies
swan1099 You'll need to install the on-premises data gateway. I would create all your reports in Power BI Desktop first, this will provide you flexibility in so many ways. Create and use a Group Workspace to publish the reports to, this will allow multiple users to be able to manage the reports instead of just one person.
When you deploy the Desktop reports, a dataset will be created for each set of reports you publish. The dataset can be scheduled to refresh up to 8x per day, this is set up and done in the Service.
There was a new way to easily embed into SharePoint Online, but it does require certain version etc., but it's really straightforward. Otherwise you would need to do some custom DEV to embed.
swan1099Hello Anonymous,
Thank you for your comments, I do appreciate the advice. I've downloaded & installed the gateway, and for the life of me, cannot get the gateway to add our sharepoint site as a data source.
Any thoughts on what may be holding me up? It looks like I'm being hung up in the username/password area, but I've tried my o365 credentials as well as my ActiveD credentials...it won't accept either?
Thanks!