Forum Discussion
How can I replicate the changes made in Excel automatically into my Power BI report?
Hi
I've a PBI report feeded by an Excel datasource, however, every single change I make in my Excel datasource, is not populated into my PBI report, even after having hit the refresh button ! How can I do to automate the refresh accordingly ?
I hope you can help with that.
Hi Souheyl11
From your screenshot, it seems your file stored on "onedrive" which means you file is stored online?
If so, you don't need to add the data source to the gateway, just go to dataset->setting->schedule refresh->edit credential.
Or if it is actually in your local drive, please ensure you enter the right file path and windows name and password.
to make sure you use the right file path, please right-click on the excel file, then select "properties", in "General" part would see location of this file.
Best Regards
Maggie
9 Replies
- v-juanli-msftCommunity Support
Hi Souheyl11
Where is the excel stored?
local or cloud?
If it is stored locally, please install and configure a on-premises gateway, then add datasource to the gateway, then configure schedule refresh.
Refreshing Power BI reports based off Excel data using the On-premises data gateway
if it is stored in OneDrive or Sharepoint, please see the reference
Refresh a dataset stored on OneDrive or SharePoint Online
Best Regards
Maggie
- Souheyl11Frequent Visitor
I followed-up the different steps and got stuck into the manage gateways menu, trying to add a datasource...
- v-juanli-msftCommunity Support
Hi Souheyl11
Could you click on "show details" and make a screenshot over it , then send to me for better analysis?
Best Regards
Maggie