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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Confirming Schedule Refresh SharePoint

Good morning all,   Please pardon all the long winded details...   I need to make sure how refresh works with data pulled from an Excel file in SharePoint. I have the Power BI pro license.   I'...
Need Help
  • Icey's avatar
    Icey
    6 years ago

    Hi Anonymous ,

     

    Sorry to reply late. Is the below screenshot the same as your scenario?

     

    If it is, try this:

    1. Add data source of SQL Server and then maps to it.

    2. Apply.

    3. Edit credentials of SharePoint.

     

    Then, you can set Scheduled refresh.

     

     

    Best Regards,

    Icey

     

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

Greg_Deckler's avatar
Greg_Deckler
Community Champion
6 years ago

Did you set you Excel file up as a data source in your corporate gateway?

Anonymous's avatar
Anonymous
Not applicable
6 years ago

I'm not sure if it was set up in corp gateway. When i look at the settings in the report Datasets/Gateway connection/Gateway, it shows the corp gateway name, status (in green), name of SQL Server it's pointing to, and which database it's mapped to. Then under that row, it shows the Sharepoint (shows the red X) and URL it's pointing to.

 

That probably means it's not set up in the corp gateway?

  • Icey's avatar
    Icey
    Community Support
    6 years ago

    Hi Anonymous ,

     

    If your dataset have cloud and on-premises data sources merged or appended in a single query, you need to select "Allow user's cloud data sources to refresh through this gateway cluster".

    For details, please refer to this document: https://docs.microsoft.com/en-us/power-bi/service-gateway-mashup-on-premises-cloud.

     

     

     

    Best Regards,

    Icey

     

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

    • Anonymous's avatar
      Anonymous
      Not applicable
      6 years ago

      Thanks Icey , I tried the microsoft steps and didn't see the view it noted to check the allow user's cloud box. Then i realized it was referring to on-premise site and the site I'm connecting to is sharepoint online. We aren't allowed to install our own gateway and are supposed to use only gateways corporate has created..

       

      I tried a test with a new Power BI file. I connected just to the excel in sharepoint and published and I could see the schedule refresh and it seemed to work. But, when i connected to the SQL Server and published, that's when the schedule refresh grayed out. the sql server is green and works, the excel has red X. It's like having the excel and sql server connecting in the same report has a conflict.

       

      I'm wondering if i need to use alternative way to pull in excel data from sharepoint?