How do I do automatic data refresh ?

[botjeff]

Hi ,

I have a dashboard that is built using two excel files. Those 2 files are daily updated and uploaded in our company's shared files. How do I schedule refresh every day so that the numbers in PowerBI is updated on daily basis ?

When I build the dashboard, I simply upload the two Excel files and start building. Might've been a mistake, for not establishing a connection first. Wish someone can lay down some options for me, and the tutorials. Thank you

[Anonymous]

Hi @botjeff ,

Please try the following methods and check if they can solve your problem:

1.Based Ensure that the Excel files are stored on OneDrive or SharePoint.

2.Avoid uploading the files directly, use power bi to connect to the Excel files.

3.Navigate to the dataset settings, schedule the refresh.

4.Make sure to reconfigure the authentication credentials.

Best Regards,

Wisdom Wu

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

[ibarrau · Accepted solution]

Hi. Just in case, the way of working for building a consistent development that can be versioned and more would be start the development opening Power Bi Desktop. Connect your files. Once you have everything there, publish to the service.

Service can't read the credentials behind the file, it's not storing that sensitive data, so you must configure that again. For some cloud sources with just configuring that is enough. From your text, it looks like you have local onpremise files. In order to work with that, please take a look at Power Bi On Premise data gateway. You can read or watch the video:

https://www.youtube.com/watch?v=Vlv1tbuZNcM

https://blog.ladataweb.com.ar/post/189013278236/powerbigateway-configurar-una-actualización

Installing the client at a VM that can read the files will be the way to go. Then you can configure the sources at Service with an address that the VM can read for those files.

I hope that helps