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rachaelwalker's avatar
rachaelwalker
Resolver III
4 years ago
Solved

Online Excel File and Auto refresh

I have a pbix file with 3 data sources. 2 SQL server connections and 1 online excel file. I have the SQL servers configured on our On-premises gateway and auto-refresh works as expected. However, the...
  • BA_Pete's avatar
    4 years ago

    Hi rachaelwalker ,

     

    It think it depends on where the actual file resides.

    I guess it's either SharePoint, OneDrive for Business (which is also SharePoint), Teams (which is also SharePoint), a network folder, or a local HDD.

    For any SharePoint sources you can use the web connector, no problem. I don't think you even need to set this up as a source on your gateway as these all reside within the MS universe.

    For network files, you need to use the full true path of the file, and also set the network destination as a source on your gateway (which must also have authentication to access that location on your network). The full true path would be \\server\true drive name\normal file path.

    You will not be able to refresh using an Excel file on a local HDD. If this is the case, move it to either a SharePoint-based location, or to a network location that your gateway can access.

     

    Pete