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crln-blue's avatar
crln-blue
Post Patron
6 years ago
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Does summarized table from SharePoint excel refresh when excel data is refreshed?

Hi! I made a summarized table (and a calculated column on that summarized table) from my main table where its source is from an Excel file in SharePoint. From time to time, an admin will replace the excel file with an updated file. My understanding is in PowerBI, I can refresh the data models so my data inside the tool will also be updated. However, since I made a summarized table from it, I'm not sure if it will also be updated.

 

My question is, if the source data is updated, will the summarized table be updated too? I'm hoping it is. Thank you!

  • Hi crln-blue ,

    "if the source data is updated, will the summarized table be updated too?"

    -Yes. If your admin just upload the updated file to sharepoint to replace the initial file with the same file name, after you refresh the dataset in power bi service(need not a gateway because it is a web data source), the source data will be refreshed. Also, the summarize table and the calculated column will also be refreshed becasue both of them are created based on the source data.

     

    Best Regards,
    Yingjie Li

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

3 Replies

  • v-yingjl's avatar
    v-yingjl
    Community Support

    Hi crln-blue ,

    "if the source data is updated, will the summarized table be updated too?"

    -Yes. If your admin just upload the updated file to sharepoint to replace the initial file with the same file name, after you refresh the dataset in power bi service(need not a gateway because it is a web data source), the source data will be refreshed. Also, the summarize table and the calculated column will also be refreshed becasue both of them are created based on the source data.

     

    Best Regards,
    Yingjie Li

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

  • v-yingjl's avatar
    v-yingjl
    Community Support

    Hi crln-blue ,

    If you've fixed the issue on your own please kindly share your solution. If the above posts help, please kindly mark it as a solution to help others find it more quickly. Thanks!


    Best Regards,
    Yingjie Li