Forum Discussion

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,

 

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?

  • suebayes's avatar
    suebayes
    Resolver I
    6 years ago

    lukas1  Have you had any success with this?  Am trying to achieve the same thing.  Have files being sent to Onedrive account, powerbi is set up to pull files in from the onedrive account using sharepoint files and have published report to service from get data within the service, but it's not updating

    Any help, gratefully appreciated.

    • Anonymous's avatar
      Anonymous
      Not applicable
      6 years ago

      I am basically in the same boat -  developed nice report in desktop and selected source file is from my onedrive (browse to onedrive file),   upon publish to web, creates a datasource that cannot be refreshed.    Can successfully create a onedrive data source in web Power BI from the source file, but then how do I connect it desktop? It seems I have to create a whole separate web report to connect now to the onedrive. - these are both MS products why do they not talk

  • Anonymous's avatar
    Anonymous
    Not applicable
    6 years ago

    Hi, 

    I had the same issue with similar setup.

    • Both my pbix file and data excel file are on onedrive.
    • I connect the excel file on power bi desktop with the onedrive web link.
    • And I upload the pbix file on power bi service using sharepoint - teams site. 

    When I used the onedrive refresh, it only refreshed changes on pbix file but it didn't update the changes in the excel data file.

     

    So besides turning on the onedrive refresh, I think you have to turn on the schedule refresh. If you are on pro license, you can set up to 8 schedule refresh. And it works! Both changes in the pbix file and the data file will be updated in the report on power bi service. 

     

    Hope this helps. You can try it out to see if it works for you too.