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walkra's avatar
walkra
Icon for Helper III rankHelper III
7 years ago
Solved

Imported Excel table was not left as a local query

Hi, How are you?. I hope you can help me. I used "New Origin" (in Power Query of Power BI) to bring a table that is in an excel file. Happens that maintains the connection to that excel (whic...
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  • v-juanli-msft's avatar
    v-juanli-msft
    7 years ago

    Hi walkra 

    your scenario: you connect to an excel file on local computer, but the uses comsume your report in another computer,

    SteveCampbell's suggestion maybe a workaround for your scenario, in addition,

    1.

    If the users need to modify reports based on your data, (he has the permission to the original data),

    Please share the excel file to the user, the user just need to replace the file path with his.

    open Edit queries_>Advanced editor, replace the excel file path.

     

    2.

    If the users have no permission to the original data, they are just viewers, your report needs to update data when new data is added in data source.

    please publish your report from Power BI Desktop to Service, 

    then download and install the on-premise gateway, configure schedule refresh for the dataset,

    then share the reports to users.

    https://docs.microsoft.com/en-us/power-bi/service-gateway-onprem

    https://docs.microsoft.com/en-us/power-bi/refresh-scheduled-refresh

     

    Best Regards
    Maggie

     

    Community Support Team _ Maggie Li
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

v-juanli-msft's avatar
v-juanli-msft
Icon for Community Support rankCommunity Support
7 years ago

Hi walkra 

your scenario: you connect to an excel file on local computer, but the uses comsume your report in another computer,

SteveCampbell's suggestion maybe a workaround for your scenario, in addition,

1.

If the users need to modify reports based on your data, (he has the permission to the original data),

Please share the excel file to the user, the user just need to replace the file path with his.

open Edit queries_>Advanced editor, replace the excel file path.

 

2.

If the users have no permission to the original data, they are just viewers, your report needs to update data when new data is added in data source.

please publish your report from Power BI Desktop to Service, 

then download and install the on-premise gateway, configure schedule refresh for the dataset,

then share the reports to users.

https://docs.microsoft.com/en-us/power-bi/service-gateway-onprem

https://docs.microsoft.com/en-us/power-bi/refresh-scheduled-refresh

 

Best Regards
Maggie

 

Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

walkra's avatar
walkra
Icon for Helper III rankHelper III
7 years ago

Hi, v-juanli-msft, How Are You?.

I am carrying out your first suggestion (the person to whom I sent the file has not indicated to me yet if it worked).
With respect to the second point, what happens is that the file is of the Power BI Report Server type, and I pass the .PBIX so that this sector enters it to a dedicated server that they have. I can't update it.
 
So in addition to these suggestions that you indicate to me, there is no possibility of importing an excel as a local query as it happens in Access (where you can import to create a new table) ?.
 
Thank you very much. 

 

  • walkra's avatar
    walkra
    Icon for Helper III rankHelper III
    7 years ago

    Sorry, not all the text I wanted to write appeared. Here it is :


    I am carrying out your first suggestion (the person to whom I sent the file has not indicated to me yet if it worked).

    With respect to the second point, what happens is that the file is of the Power BI Report Server type, and I pass the .PBIX so that this sector enters it to a dedicated server that they have. I can't update it.


    So in addition to these suggestions that you indicate to me, there is no possibility of importing an excel as a local query as it happens in Access (where you can import to create a new table) ?.

     

    Thank you, very much.