if im getting data from a sharepoint, will it automatically update?

[Anonymous]

i have a large dataset that I need to filter out. for example, the original dataset has: 

1,2,3,4,5,6,7 but i only need 4,5,6 but the thing is that people are constantly updating the excel sheet every so minutes

. I am currently using power query editor to only filter out the 4,5,6 to make it into a table. When I do that, will power bi automatically update the table that I have filtered out and if so, how can i change the recurrance of how often the power bi gets refereshed and if not, how can i do that ? 

[edhans · Accepted solution]

Two ways:

1. Scheduled Refresh - you can refresh 8 times a day with Pro, or 48 times with Premium or Premium Per User.
2. You can use Power Automate to monitor those files and trigger a refresh after each edit. However, it is still limited to 8 or 48 triggers in 24 hrs. If you are a pro user and someone updates the files 10 times in 24 hrs, no refresh will happen on times 9 and 10, and until the 1st refresh token expires, no refreshes available.

For specific help if you want to go the Power Automate route, you'll need the SharePoint trigger and Power BI Action in Power Automate. The folks in the Power Automate forum can assist if you have any issues. The SharePoint monitoring will be the trickiest, but still not overly difficult. Forums - Power Platform Community (microsoft.com)

[v-yingjl · Accepted solution]

Hi @Anonymous ,

In power bi desktop, when you connect to sharepoint, you need to click the 'Refresh' button manually to get the latest updated data from the data source if you do not re-open the report.

For automatical update, you can publish the report to power bi service and set sceduled refresh for it.

You can set the refresh frequency in power bi service:

Best Regards,
Community Support Team _ Yingjie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[edhans · Accepted solution]

Two ways:

1. Scheduled Refresh - you can refresh 8 times a day with Pro, or 48 times with Premium or Premium Per User.
2. You can use Power Automate to monitor those files and trigger a refresh after each edit. However, it is still limited to 8 or 48 triggers in 24 hrs. If you are a pro user and someone updates the files 10 times in 24 hrs, no refresh will happen on times 9 and 10, and until the 1st refresh token expires, no refreshes available.

For specific help if you want to go the Power Automate route, you'll need the SharePoint trigger and Power BI Action in Power Automate. The folks in the Power Automate forum can assist if you have any issues. The SharePoint monitoring will be the trickiest, but still not overly difficult. Forums - Power Platform Community (microsoft.com)