I'm not sure if there is an easier way to accomplish this, but any help is greatly appreciated.
I currently have a PBI report setup on a scheduled refresh every 2 hours (7am - 5 pm). The data is an Excel file that is manually replaced once a month (between 2nd & 3rd week) in a Sharepoint folder. I'm trying to remove myself from manual updates in 2 areas:
1) Instead of manually refreshing the data when the new data is available, I have setup the scheduled refresh. Even though the data only changes once per month, I have setup an aggressive refresh schedule thinking that worse case scenario is that the end users would have to wait a max of 2 hours if I had replaced the Excel file right after a scheduled refresh occurred. Since managers want this data shortly after it is available, I had to set it up this way.
2) Normally, I would send an email out to all of the end users stating that the report has been refreshed. This is where the Subscriptions come in at. My hope was that the end user would subscribe to the report to be notified daily and that they would be notified only when the dataset changes (once per month), not when it is refreshed. This is not the case and I am finding out that they are emailed every day because the dataset is refreshed at least once per day.
I also have 2 workarounds, but that requires more manual intervention on my part.
1) Have the end users un-subscribe and go back to manually emailing them when the report is refreshed.
2) Ensure the end users are subscribed to the report. Then stop the scheduled refresh and go back to manually refreshing the dataset.
If anyone has any other ideas as to how to keep both the refresh and notification process automated, I would love to hear.
Thanks in advance!
