Forum Discussion
Issues refreshing from Excel Workbook OneDrive for Business
Anonymous,
How do you create the dataset in Power BI Service? Directly publish PBIX file from Power BI Desktop to Power BI Service, or connect to the PBIX file in Power BI service using Get Data->Files->OneDrive for business option?
And do you use OneDrive refresh option or schedule refresh option in Power BI Service? What changes do you make in eXCEL File? When data refresh in Service, the refresh will not reflect in PBIX file, you would need to open the PBIX file and click Refresh button in the PBIX file.
In addition, in Power BI Service, you don't need to reset the credential as it is a expected behaiover that it changes to Anonymous from OAuth2.
Regards,
Lydia
Hello Anonymous and thank you for for answer.
Service:
My dataset is an Excel file on OneDrive for business which I have established a connection to.
I am not using Get data->Files->OneDrive; Instead I am using the URL for setting my credentials, the connection is said to already be established since I'm working via Office365. I have not recieved any errors or anything.
Regarding OneDrive refresh, that option is not available to me in Service.
Power BI Desktop:
Get data->Web->"proper way" to link my Excel on OneDrive for Business.
Neither Service or Desktop refreshes when I update my data Excel on OneDrive. (Refreshed is said by both to be completed, but no new data has been loaded)
Best Regards
/Sebastian
Anonymous,
I am confused about the process that you connect to Excel file in Power BI Service. To connect to Excel in Power BI Service, you should use Get Data-> Files-> OneDrive for bussiness option and then set refresh for the dataset under Settings of Power BI Service.
In addition, how do you make changes to the Excel on Onedrive? Do you delete the Excel and re-upload Excel to OneDrive, or open the Excel in Excel online and make changes? Do you add new columns or add/update new rows in the Excel?
Regards,
LydiaHello!
No, originally, I published my Desktop report to Service.
Since my source/dataset is Excel on OneDrive for business, a connection was established and I didn't need to apply a gateway.
And since I now have the report on Service, where the dataset is Excel on OneDrive (which the connection established), I thought the correct way now to update the data in both Service report and Desktop report would be to refresh dataset and report.
How I am doing that is simply by adding the new rows of data for last month in my excel sheet
/
Sebastian
And just to clarify:
I am not interested in (and I am aware of) that the report on service is now its own report. I am not looking for changes in the service report regarding changes in vizualisations, or measures, or columns made in desktop.
the only thing I am interested in is to be able to have Excel in OneDrive for business as my source/dataset for Desktop and for Service. As of now, none of them refreshes the correct data (no data at all) even though a connection is established.
Best regards/
Sebastian