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Rio's avatar
Rio
Frequent Visitor
8 years ago
Solved

How to auto refresh report with Sharepoint folder as source?

Hi All,

 

So i have this reports created in PBI desktop and published in on service and my source is Sharepoint Folder. Do i need gateway for this? because the team who manages the said sharepoint just added a file but my report did not reflect the added file even if i refreshed the report in PBI service. And i also can't schedule a refresh because it says that i have an invalid credentials which i don't know why since i'm using the same credentials as my other reports that has a successful autorefresh schedule.

 

So my workaround is to refresh the report in PBI desktop and republished.

 

BTW, I have tried to add a gateway but i keep on getting "Unable to connect" error.

 

Can someone help me how to refresh my report without going through PBI desktop?

If this is a solved issue, please point me to that discussion. thank you so much. :)

 

-Rio

  • Rio's avatar
    Rio
    8 years ago

    Hi v-juanli-msft,

     

    Thank you for your reply. I just found out that i don't need to have a gateway for this. What i did was i changed the credentials i used and it worked. I can now setup the Scheduled refresh without using the gateway. I don't know what's with the previous credentials but i am just glad that the other is working. 

     

    But i'll save this article for future reference. Thank you! :)

     

    -Rio

2 Replies

    • Rio's avatar
      Rio
      Frequent Visitor

      Hi v-juanli-msft,

       

      Thank you for your reply. I just found out that i don't need to have a gateway for this. What i did was i changed the credentials i used and it worked. I can now setup the Scheduled refresh without using the gateway. I don't know what's with the previous credentials but i am just glad that the other is working. 

       

      But i'll save this article for future reference. Thank you! :)

       

      -Rio