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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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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.

       

      • Anonymous's avatar
        Anonymous
        Not applicable
        9 years ago

        Hi zrichardson,

        I will report this issue internally and post back once I get any updates.

        Thanks,
        Lydia Zhang