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DavidSBikes's avatar
DavidSBikes
Frequent Visitor
8 years ago

Creating a auto refreshing report on Power BI Service with CSV file saved on OneDrive as datasource

Hello,   I am trying to create a report that can be shared with colleagues over Teams that will automatically update. But I am having some trouble in creating a report that refreshes automatically ...
Need Help
Anonymous's avatar
Anonymous
Not applicable
8 years ago

Hi DavidSBikes,

 

Actually, if you only get data from onedrive with web connector, it can support onedrive refresh.
For your scenario, you also import one local file, you still need to config gateway for these combine datasources.

 

So you can try to upload local file to onedrive and use web connector to get both two files.

 

Regards,

Xiaoxin Sheng

  • DavidSBikes's avatar
    DavidSBikes
    Frequent Visitor
    8 years ago

    Hi Anonymous , this almost seems to work. This has been a great help. 

     

    This does now work but only if I use the manual Refresh Now option.

     

    I have done as you suggested but the OneDrive Refresh doesn't seem to be working correctly. I have checked the Refresh History and it has not ran or completed once in the last four days. 

     

    I believe this may be because the on the 'Data Source Credentials' the Authentication Method is reverting back to Anonymous despite me selecting OAuth2 method. Each time OAuth2 is chosen I am taken to a login page to use the same credentials that are used for my OneDrive. However if I immieidatly click on Data Source Credentials again, it was reverted back to Anonymous.

     

    Am I right in thinking this is why the OneDrive Refresh isn't working? If so, is there a reason that the Authentication Method is reverting to Anonmyous?

     

    To note, I also have Scheduled Refresh turned on to run once a day which runs sucessfully, but it does not update the dataset and Report. 

     

    Thanks

     

    David

    • Anonymous's avatar
      Anonymous
      Not applicable
      8 years ago

      Hi DavidSBikes,

       

      I guess you are upload pbix file to onedrive and direct use power bi service to connect this pbix file, right?

       

      If this is a case, onedrive refresh is different as you thought. It only trigger when that source file(pbix) updated. It should be the reason you mentioned why it not refresh when data source(csv files) updated.

       

      Package refresh

      This synchronizes your Power BI Desktop, or Excel, file between the Power BI service and OneDrive, or SharePoint Online. This does not pull data from the original data source. The dataset in Power BI will only be updated with what is in the file within OneDrive, or SharePoint Online.

       

      Regards,

      Xiaoxin Sheng

      • lukas1's avatar
        lukas1
        Frequent Visitor
        7 years ago

        Thank you very much for the input here: 

         

        This thread is still relevant for me even though some time has passed since started.

         

        So when even when I have an excel/csv file in onecloud and the power bi dektop file in onecloud, only the power bi dektop file is used when updating the data through the hourly onecloud refresh?

         

        Do you know any way how to refresh hourly based on the excel/csv file?