Forum Discussion
Power BI Desktop with One Drive Sync
Hi zrichardson,
In your scenario, you can import your Power BI Desktop file from OneDrive. When you refresh the dataset, it uses information in the dataset to connect directly to the data sources to query for updated data it then loads into the dataset. Assume Excel file contains typed data without external connections, you can follow below two ways:
Method1:
1. In Power BI Desktop, get data from local Excel file, save report as .PBIX file. Then upload the .PBIX file to OneDrive for Business.
2. In Power BI Service, create a File type data source under on-premises data gateway ( make sure on-premise data gateway exists on the same server as Excel file).
3. Click Get Data ->Files-> OneDrive-Business, then check the uploaded .PBIX file.
4. Set schedule refresh for the dataset.
Method2:
1. Upload local Excel file to OneDrive for Business.
2. In Power BI Desktop, get data from uploaded Excel, save and upload .PBIX file to OneDrive for Business.
3. In Power BI Service, click Get Data ->Files-> OneDrive-Business, then check the uploaded .PBIX file.
4. Set schedule refresh for the dataset.
Reference:
Refresh a dataset created from a Power BI Desktop file on OneDrive, or SharePoint OnlineBest Regards,
Qiuyun Yu
Hi zrichardson,
In your scenario, you can import your Power BI Desktop file from OneDrive. When you refresh the dataset, it uses information in the dataset to connect directly to the data sources to query for updated data it then loads into the dataset. Assume Excel file contains typed data without external connections, you can follow below two ways:
Method1:
1. In Power BI Desktop, get data from local Excel file, save report as .PBIX file. Then upload the .PBIX file to OneDrive for Business.
2. In Power BI Service, create a File type data source under on-premises data gateway ( make sure on-premise data gateway exists on the same server as Excel file).
3. Click Get Data ->Files-> OneDrive-Business, then check the uploaded .PBIX file.
4. Set schedule refresh for the dataset.
Method2:
1. Upload local Excel file to OneDrive for Business.
2. In Power BI Desktop, get data from uploaded Excel, save and upload .PBIX file to OneDrive for Business.
3. In Power BI Service, click Get Data ->Files-> OneDrive-Business, then check the uploaded .PBIX file.
4. Set schedule refresh for the dataset.
Reference:
Refresh a dataset created from a Power BI Desktop file on OneDrive, or SharePoint Online
Best Regards,
Qiuyun Yu
Will method two work? If I have an excel sheet that will be updated every hour, how is the pbix file going to see those changes and update the dataset?
Hi
We have added a video on how to auto refresh / sync OneDrive for Business with the Power BI Service on:
http://power-bi-training1.teachable.com/p/power-bi-free-tutorial-videos/
:heart:
