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SimonCRSS's avatar
SimonCRSS
Regular Visitor
7 years ago
Solved

Credential and Refresh Issues

OK... I'm hoping this doesn't sound too stupid. I just can't figure out this one.    I have the following....   (1). Power BI Report created on my local machine which has been created using the l...
Need Help
  • v-piga-msft's avatar
    v-piga-msft
    7 years ago

    Hi SimonCRSS ,

    By my tests, if the report in power bi service has been refreshed, the report page in SharePoint page will be updated either.

    Please check if your client update the report, the report in Power BI Service will be updated either?

    Best Regards,

    Cherry

     

v-piga-msft's avatar
v-piga-msft
Resident Rockstar
7 years ago

Hi SimonCRSS ,

If I understand your scenario correctly that you cannot get the update report which embeded in SharePoint Online when you refresh in Power BI Service?

By my tests, I could get the update report in SharePoint Online after refresh in Power BI Service.

Please check if you have the same step as mine.

1. Create a report which data source is SharePoint Online list in Power BI Desktop and publish it to Power BI Service.

2. Go to Settings and edit the credential (use the same crentential when you get data in Power BI Desktop). You must keep you credential is correct then you could refresh.

3. Do some changes for the list in SharePoint online list and refresh it in Power BI Desktop.

4.Then refresh the dataset of the SharePoint online list in Power BI Service and go to the Refresh history to check if it is refreshed.

5. If the refresh is complete, refresh the report and then refresh the Site Page in SharePoint.

In addition, if you didn't set the parameter in Power BI Desktop, you don't need to focus on the Parameter option.

Best  Regards,

Cherry

 

  • SimonCRSS's avatar
    SimonCRSS
    Regular Visitor
    7 years ago

    Cherry,

     

      Hi.... I don't think I explained this correctly...sorry. What I need to do is have a SharePoint list update and then automatically update a Power BI Report in the same SharePoint site. In other words, when my client updates a list (by either adding an entry or using a PowerApps Apps) the Power BI Report on another Page will automatically update. 

     

    So, I guess my question is what would be the steps to do this?

     

    I should mention that I design the reports in the Power BI Desktop then publish to the service where I take the URL and paste into the SharePoint page in the appropriate container. 

     

    Where am I going wrong?

     

    Kind regards,

     

     

    Simon

     

    • v-piga-msft's avatar
      v-piga-msft
      Resident Rockstar
      7 years ago

      Hi SimonCRSS ,

      By my tests, if the report in power bi service has been refreshed, the report page in SharePoint page will be updated either.

      Please check if your client update the report, the report in Power BI Service will be updated either?

      Best Regards,

      Cherry