Gateway fresh not working after adding excel file

[dgwilson]

I have a .pbix with a number of tables connected to an Oracle data source that refreshes through the organisations gateway. That's working.

This eveing I've added an Excel file to the .pbix.

I can no longer refresh through the gateway (and that will be because of the excel file).

I want the excel file to remain static (i.e. as loaded). It's 100,000 rows of financial data for FY18.

I'm actually appending that data to a query to the Oracle database as part of the data refresh cycle.

This is working on the desktop.

Can I get the gateway refresh working again - is there a trick?

I've right clicked on the excel table, and unticked "Include in report refresh", and unticked "enable load". These have not allowed me to reconnect to the gateway.

Can I do this? Or will I need an entirely new solution?

- David 

[v-piga-msft]

Hi @dgwilson ,

I have a little confused about your scenario.

What kind of your excel file? local file or the excel file stored online?

In addition, do you want to only refresh the data source from Oracle and keep the data from excel to be static in the pbix file?

Best Regards,

Cherry

[dgwilson]

Apologies for the lack of clarity. It was clear in my head. 🙂

The Excel file is local to my laptop. (thus not available in the cloud).

After Publishing the PBIX I want to refresh the Oracle data source only (I appear to be prevented because of the existence of the excel file).

FYI: I've worked around this by getting the data in the excel file hosted in the Oracle database. And it's the right solution. However I'd like to know if it is possible to solve the situation I have described. What does turning off "Include in report refresh", and "enable load" do?

- David

[v-piga-msft · Accepted solution]

Hi @dgwilson ,

"Include in report refresh" option only works for Power BI Desktop, it doesn't impact the refresh process in Power BI Service.
In Power BI Desktop, when  you disable "Include in report refresh" option, data will not update in report view of Power BI Desktop after you click "Refresh" button in Desktop.

"Enable Load" means query results are available for report builder. Otherwise you may use it in your other queries (for example to merge data), but it is not shown in the report builder.

Best Regards,

Cherry