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How do I enable data refresh in an excel workbook uploaded to Power BI workspace? The business had a simple request for a table of data with (on-prem) SQL server as the source (data gateway setup in service). I successfully uploaded the excel workbook to a premium capacity Power BI workspace. However, I cannot seem to find any way to get the workbook to refresh the underlying data (utilized Power Query). I figured I would include this excel workbook content in a Power BI App along with other reports for the business team to view, but I need to find a way for the excel workbook to refresh (at least daily). In Excel, I have no trouble refreshing the data manually or with the refresh upon opening feature selected.
Please let me know how I can enable this solution.
Fair response. It was an ad hoc request from the business and likely not much need for visualizations outside of the singular table. At this point, I suppose I'm more interested in understanding what's possible with Excel workbook content in the Power BI workspace.
Where I work we call these BMTs - business managed tables. They are used for reference data that can be manipulated by business users. These Excel files reside on SharePoint/OneDrive, and they are not linked to any other data source - they are the data source. If you import such an Excel file to a Power BI workspace you will get the synchronization for free and the data source for free.
YMMV.
a table of data with (on-prem) SQL server as the source
What is your reasoning for using Excel as an intermediary rather than pointing your Power BI report directly at the SQL source?
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