Excel data not getting refreshed after using Append Query

[Rohit6694]

Hello,

I've got two data sources which are Microsoft Lists & Excel. The list gets is updated all at once but Excel gets updated on a daily basis. I've used the append query option in order to merge both the queries & published the Power BI report. However, the dataset only gets refreshed for the Microsoft lists but is not getting refreshed for Excel. I've ensured that I'm logged in to all the sources & also "Include in report refresh" is enabled for all the queries. I have to manually refresh the data in the desktop version of the PBIX file & publish it again for the report to be updated. Could someone help me with this?

Regards,
Rohit

[Rohit6694]

Hi Team,

Any help that I can get on this?

Regards,
Rohit

[BA_Pete]

Hi Rohit,

Where is the Excel file stored? Is it on SharePoint with the List, or is it on your hard drive/network location etc.?

Have you set up scheduled refresh in the Power BI Service?

Do you have a data gateway set up/working/connected to the report source?

Pete

[Rohit6694]

Hi Pete,

I've stored the Excel file on Sharepoint. I've also scheduled a refresh in the Power BI service, everything gets updated except this one data. I am not sure of the data gateway as the report source. I hope this can help you resolve my issue.
Regards,
Rohit

[BA_Pete]

Hi Rohit,

The only thing I can think is that either your query that points to this file in SharePoint is actually pointing to the wrong place, or the source file isn't actually gtting updated as you expect it to for some reason.

If everything else is refreshing as expected, there's no (immediate) reason I can think of that would cause this disparity.

If these initial thoughts are definitely not the issue, then I'll need more information in the first instance to try and understand the structure and processing of the sources, such as:

- Power Query code for the List source, the Excel source, and the appended query. Connection strings should be anonymised, but the functions (Web.Contents etc.) must remain in place

- Exact details of the scheduled refresh process that you've implemented in the Service i.e. in the Dataset settings page in the Service, how the following are configured:

    -- Gateway connection

    -- Data source credentials (not the ACTUAL credentials, just the source authentication types listed under this item) e.g.

    -- Scheduled refresh

Pete

[Rohit6694]

Hi Pete,

Seems like the issue is from the Excel workbook as the workbook connections aren't getting updated automatically even though I've checked on auto-update in the trust center settings. Let me check what I can do & come back here if it's still the problem. 
Regards,
Rohit