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jf90's avatar
jf90
Frequent Visitor
3 years ago

Dynamic data source will not refresh in PBI service

Our organization has a sharepoint file that updated weekly with a new file suffix (File_MMDDYYY). So, for example, the online excel workbook is saved as "File_02062023.xlsx " at the start of one week...
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jf90's avatar
jf90
Frequent Visitor
3 years ago

Hi GilbertQ,

 

Unfortunately the team that updates this data has their own purpose for this file, so our team doesn't have much control over the data management. We are trying to find a solution to suit our secondary use of the data. There are definitley a few manual workarounds, but I'm hoping to automate the process for ease of use. The query method I've been using (& dynamicDate) works great locally, I'm just not sure why it won't work in PBI service as well. 

  • GilbertQ's avatar
    GilbertQ
    Super User
    3 years ago

    Hi jf90 

     

    Are you able to copy the file?

     

    If you are you could then copy it to another SharePoint location and part of the copying process is to then rename it?

     

    As to why it does not work, before a refresh starts it checks to make sure that the file is valid, and when the filename is dynamic it cannot check to make sure it exists and that is why it is not allowed currently.

    • jf90's avatar
      jf90
      Frequent Visitor
      3 years ago

      Hi GilbertQ,

       

      I think that is probably how I will need to go about it, although it is a bit more manual of a process than I was hoping. Thanks very much for the explanation!

       

      Best,

      Jon