Forum Discussion

robgar's avatar
robgar
New Member
9 years ago
Solved

Dataset Refresh and Pubishing Questions

I'm new to PBI.  I am a remote user not on any corp network.   I have built in PDI Desktop a report that uses a XLS located in my O365 Sharepoint Document library.  I use a http address for my data s...
dimazaid's avatar
dimazaid
Microsoft Employee
9 years ago

If it's in an online SharePoint data source, you're correct assuming no gateway is needed.
Refreshing the report only refreshes the visuals, you will want to refresh the dataset to get the new data reflected. Depending on the data source you can do manually do it, or it can automatically refresh when you make changes. 

  • robgar's avatar
    robgar
    New Member
    9 years ago

    I appreciate the clarification. This is what I'm doing\seeing:

     

    1. Create report in PIB Desktop, then publish to My Workspace
    2. Go to app.powerbi.com and see the newly published dataset and report
    3. Publish to Web
    4. Good so far ..
    5. Go back into PIB Desktop and add a New Query Table to the existing report .. Save
    6. My assumption is that I should be able to to go app.powerbi.com and manually refresh the dataset (and report) and see the updated table fields .. I do not .. even after 24+ hours.  Do I have to manually publish from PIB Desktop anytime I make a change, thus replacing the existing dataset in My Workspace?  If I have to re-publish to my workspace, do I also have to re-publish to the web - and does that give me a new URL\QR code or leave the existing ones for users to reference?

    Thanks!

    • dimazaid's avatar
      dimazaid
      Microsoft Employee
      9 years ago

      Hello again,
      Why are you updating the data immediatley in PBI Desktop? Doing that will require a re-publish. Maybe update a database? 

      or what you can do is save the PBI desktop file on OneDrive, and then you can set up a OneDrive refresh. 

       

      Here's how you can do it:

      https://powerbi.microsoft.com/en-us/documentation/powerbi-service-powerbi-desktop-files/#where-your-file-is-saved-makes-a-difference

       

      Then you can click on the dataset and schedule a refresh and choose "OneDrive refresh". That should work!

       

      • robgar's avatar
        robgar
        New Member
        9 years ago

        Thanks!  I edit in PIB Desktpo beasue it's more suitable for the changes I need to make.  Following your link seems promising and I have set it up that way.  I suspect I'm good to go.  Thanks!