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bbrowne's avatar
bbrowne
New Member
10 years ago

Excel file in OneDrive Won't Refresh (Data is from Dynamics CRM Dynamics Worksheet)

I created an excel file (xlsx) from Dynamics CRM as a dynamic worksheet. I added it to OneDrive business and it still gives me a warning that I can't schedule a refresh for this type of data set. I ...
WillT's avatar
WillT
Icon for Community Admin rankCommunity Admin
10 years ago

Hi - there's two data movements happening here (CRM -> Excel on Onedrive -> Power BI). When you configure the automatic refresh through Power BI, it can only do that with Excel data model connections (AKA Power Pivot). If the CRM connection is made through an addin (I don't remember 100% but I think that's how CRM connections are made) we can't automate the refresh. What you can do is open Excel and refresh from there, then re-publish to OneDrive. Power BI will detect the updates and refresh the data in your reports/dashboards from there.

 

HTH

Will

karenlp97's avatar
karenlp97
Regular Visitor
10 years ago

+1 for me on this topic - am hoping this is in scope for the long term? Would be great to be able to build reports using Advanced Find and somehow either allow scheduled refresh for Dynamic Workbooks exported from CRM, OR, if support for Fetch XML queries in PBIDesktop?