Scheduled refresh including excel workbook connection?

[Anonymous]

Hello,

I have a excel file which has connections to another excel file. The problem is that my report does not refresh the data from the excel worksheet because of the connection. I have to open my excel file and refresh it manually to feed my report with the newest data. How can I set a scheduled refresh in excel like in Power BI ?

[Anonymous · Accepted solution]

Hi @Anonymous ,

Did you mean set a scheduled refresh in Power BI Desktop?

There's a feature called Automatic page refresh.

Automatic page refresh works at a report page level, and allows report authors to set a refresh interval for visuals in a page that is only active when the page is being consumed. Automatic page refresh is only available for DirectQuery data sources. The minimum refresh interval depends on which type of workspace the report is published in, and the capacity admin settings for Premium workspaces and embedded workspaces.

Learn more about automatic page refresh in the automatic page refresh article.

In short, the only refresh option for import mode within Power BI Desktop is the manual Refresh you find in the top ribbon.

Check out the following link for more information on data refresh:

Data refresh in Power BI - Power BI | Microsoft Docs

Best Regards,

Stephen Tao

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[edhans]

You cannot using the Power BI Service. The correct answer is to rebuild all of the logic in that Excel file into Power BI - either in Power Query or the DAX side, or both, so there is no intermediary refresh.

The other thing you could do is set that file to launch periodically via Windows Scheduler, then with an auto-execute VBA macro, refresh, save, and exit the file. That becomes a bit of a Rube Goldberg machine though, and I'd advise against that effort.