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ChristianAU
Frequent Visitor

Power BI and Power Query automation

Is it possible to automate the process of 'close and load' in Power Query/Power BI, and subsequently save the file?

 

Background information:

My Power BI file is structured around a folder and its files/data. Whenever a new file is added to the folder, Power BI merges and transforms the new data with the existing dataset.

However, I am unable to see the new data in the table view; it is only visible in Power Query. As a result, I must manually execute the 'close and load' process whenever new data is added to the folder in order to view it in the table interface.

I hope this clarifies the situation.

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @ChristianAU 

 

In Power BI Desktop, you can click the "Refresh" button to get the latest data. You don't have to go to Power Query Editor to perform the refresh. 

vjingzhanmsft_0-1714356330361.png

 

In Power BI Desktop refresh of report visuals, data refresh, and schema refresh all happen together using

  • Home ribbon > Refresh button
  • Home ribbon > Transform data > Close & Apply button
  • The context menu (right-click or select the ellipsis) on any table then choosing Refresh data

 

In Power BI Service, you can set a schedule refresh for a semantic model or refresh it manually. 

 

Best Regards,
Jing
If this post helps, please Accept it as Solution to help other members find it. Appreciate your Kudos!

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Hi @ChristianAU 

 

In Power BI Desktop, you can click the "Refresh" button to get the latest data. You don't have to go to Power Query Editor to perform the refresh. 

vjingzhanmsft_0-1714356330361.png

 

In Power BI Desktop refresh of report visuals, data refresh, and schema refresh all happen together using

  • Home ribbon > Refresh button
  • Home ribbon > Transform data > Close & Apply button
  • The context menu (right-click or select the ellipsis) on any table then choosing Refresh data

 

In Power BI Service, you can set a schedule refresh for a semantic model or refresh it manually. 

 

Best Regards,
Jing
If this post helps, please Accept it as Solution to help other members find it. Appreciate your Kudos!

lbendlin
Super User
Super User

That should work automatically when you refresh the semantic model.  Somewhere in either Power Query or DAX you have a limiter, a filter that you forgot about.  Check your code.

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