Forum Discussion
Best way to refresh data with multiple sources
Hi!
I develop a Power BI application getting data from Dynamics NAV through a number of web services (odata feed). No gateway is needed because of odata feed.
The customer wants to add some data by updating an Excel file monthly. If I use Get Data in the desktop version I combine the data in the datamodel.
I have no problem publishing it to powerbi.com but how do my customer update the Excel file that is now "bundled" into the .pbix file? Do I need a gateway to their server where the file is?
/Magnus
MagnusSthlm,
Based on your description, you combine online data source and on-premises data source in a single PBIX file. In this case, you can use personal mode gateway to refresh your dataset in Power BI Service. Enter credentials for the two data sources(Dynamic NAV and Excel) in Power BI Service after you install gateway on a server that has access to the Excel file.
Another method is to upload Excel file to OneDrive for business, this way, when you combine the Excel data source and Dynamics NAV data source in a single PBIX file, no gateway is required to refresh your dataset in Power BI Service.
Regards,
Lydia
1 Reply
MagnusSthlm,
Based on your description, you combine online data source and on-premises data source in a single PBIX file. In this case, you can use personal mode gateway to refresh your dataset in Power BI Service. Enter credentials for the two data sources(Dynamic NAV and Excel) in Power BI Service after you install gateway on a server that has access to the Excel file.
Another method is to upload Excel file to OneDrive for business, this way, when you combine the Excel data source and Dynamics NAV data source in a single PBIX file, no gateway is required to refresh your dataset in Power BI Service.
Regards,
Lydia