Dashboard auto refresh not working

[PBISM]

Hi All,

I am trying to test an auto PBI dashboard refresh. I have a simple dashboard that is connected to an Excel file hosted on One Drive For Business. The Excel file has only 1 table with some dates in it.

In the dashboard, I have a  power automate script that has only one action " Refresh a dataset". The excel table field is linked to the power automate visual.

The dashboard has the dates data shown in a table visual:

I now manually go to the Excel file and update the table by adding more records (dates). I click save though not required as its online. When I click the Run Flow in the dashboard I expect the dataset to get refreshed and the dashboard to get refreshed with the new data that I added in the Excel file.

I am however facing the 2 below issues:

1. When I click on the flow I can see the data set refreshing but the dashboard does not refresh, When i click on the refresh button in the online dashboard only then the visuals update.   

Dataset refreshing icon at extreme right circled.

2. Sometimes manually refreshing the dashboard is also not enough. I need to manually also refresh the dataset even though the flow shows that the dataset refreshed

Below are the dataset settings. The credentials are proper and i have also enabled a weekly data refresh even though i don't need it, just in case that's the setting required. I just need the refresh to happen when the flow runs.

What am i doing wrong. Appreciate all the help 

Thanks

[Anonymous · Accepted solution]

Hi @PBISM ,

There are two ways for you, please refer:

1. You could try OneDrive Refresh, it automatically refreshes the dataset once an hour.

   Please refer this document: Data refresh in Power BI - Power BI | Microsoft Learn

2. You could create a flow in Power Automate, you need put your data to SharePoint, then create below flow, Power Automate provide the template.

Best regards,
Community Support Team_Binbin Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[aj1973]

Hi @PBISM 

You are not doing anything wrong and all the set up is good. You just need to give it couple minutes for the cache to refresh or do it manually like you did. By the way it is a report that you are talking about and not a dashboard.

[tango]

Thanks @aj1973 

As you mentioned, I noticed that I needed to keep a lag between updating the Excel file and refreshing the dataset even if it's Excel online and immediate save.

If I kept a couple of minutes between updates and then refreshed the manual report online, it would update. with the changes.

Is it possible to also update the report automatically without doing a manual online refresh. 

Thanks

[aj1973]

Direct Query mode connection could be a good solution for you. You won't need power automate either