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zrichardson's avatar
zrichardson
Advocate III
9 years ago

OneDrive Excel to OneDrive pbix to Power BI Service

This is my setup:   I have an excel document that is updated on OneDrive Hourly. I have a pbix file that is connected to that excel document that is uploaded to my OneDrive. Finally, I have the Pow...
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zrichardson's avatar
zrichardson
Advocate III
9 years ago

I did the first step. I have my excel workbook on a onedrive folder. However, I believe that if you follow the steps that you lay out, you will not be connecting to a onedrive file. Y9ou will need an on premise gateway connector. 

 

What I do is Get Data from web with the url from the Excel sheet on OneDrive. 

 

Then I save the Power BI Desktop File to OneDrive.

 

Then I go to Power BI Service and get data - From File - OneDrive For Business - Then choose my PBIX file. 

 

The way you have it set up is that you need to schedule refresh, but for OneDrive files, I shouldn't need to schedule refresh. I just need to make sure that we have the (OneDrive Refresh) on.

Anonymous's avatar
Anonymous
Not applicable
9 years ago

Hi zrichardson，

I have tested my steps and your steps, no gateway is required in both sceanrios. I follow the guide in this article to get web url of Excel file.

However, to make Power BI automatical refresh work, you would need to enter credential in Power BI Service to connect to the Excel source, which is shown in the above Step 3. After entering the credential , you don't need to set schedule refresh setting for the dataset.

Thanks,
Lydia Zhang

  • zrichardson's avatar
    zrichardson
    Advocate III
    9 years ago

    If I do it the way you describe, these are my refresh options.

     

    If I do it the way I describe, I get these options.

     

     

    When I connect to the Power BI report through onedrive, I get the OneDrive Refresh option. When I publish to the service, I don't get that option.

     

    Thanks

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      9 years ago

      Hi zrichardson,

      Yes, when we connect to PBIX file using your steps, we can get onedrive refresh option. I test your scenario and get the following error message in refresh history. Do you get similar error message?
       

      Thanks,
      Lydia Zhang

      • zrichardson's avatar
        zrichardson
        Advocate III
        9 years ago

        Yes, I get this error.