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ritasweidy's avatar
ritasweidy
Frequent Visitor
8 years ago
Solved

Excel Refresh in Power BI

Dear Sir,    I have an excel found on one drive that is shared with others and i implemented a power bi report    1- can i change the location of the file without the need to re-do the report sin...
Need Help
  • Anonymous's avatar
    Anonymous
    8 years ago

    ritasweidy,

    Firstly, it depends on that if you connect to the Excel source in Power BI Service or Power BI Desktop. If you connect to Excel in Power BI Desktop, you are able to change the location of the file without re-doing the report, this source can be updated in Advanced Editor.

    However, if you directly connect to Excel in Power BI Service and create the report, it is not possible to change the location of the file without re-doing the report.

    Secondly, if you want to make the OneDrive hourly Refresh work for your dataset when changing data in Excel file, you would need to directly connect to the Excel file in Power BI Service. Or you can create report in Power BI Desktop by connecting to Excel stored in SharePoint online or OneDrive, then publish PBIX file to Power BI Service. In this case, OneDrive hourly refresh works for PBIX file. But you can still set schedule refresh for the dataset, this way, when data is updated in the Excel, Power BI report will be updated based on the refresh schedule.

    Regards,
    Lydia

Anonymous's avatar
Anonymous
Not applicable
8 years ago

ritasweidy,

Firstly, it depends on that if you connect to the Excel source in Power BI Service or Power BI Desktop. If you connect to Excel in Power BI Desktop, you are able to change the location of the file without re-doing the report, this source can be updated in Advanced Editor.

However, if you directly connect to Excel in Power BI Service and create the report, it is not possible to change the location of the file without re-doing the report.

Secondly, if you want to make the OneDrive hourly Refresh work for your dataset when changing data in Excel file, you would need to directly connect to the Excel file in Power BI Service. Or you can create report in Power BI Desktop by connecting to Excel stored in SharePoint online or OneDrive, then publish PBIX file to Power BI Service. In this case, OneDrive hourly refresh works for PBIX file. But you can still set schedule refresh for the dataset, this way, when data is updated in the Excel, Power BI report will be updated based on the refresh schedule.

Regards,
Lydia