Forum Discussion
How to refresh an Excel Form connected to Power BI Service
I created an Excel Form from OneDrive with Insert->Forms->New Form
After I finished my survey, I built a Power BI Report and published to the service. Now, to update my report, I have to open the Excel file and wait until the file Sync with the form.
I would like to know if there is a way to update the file without opened it and wait until Excel Sync with Form.
Hi ReubenJ Since Your data set is tored in OneDrive Try these
- Store Excel file in OneDrive for Business.
- In Power BI Service, upload the file and select Connect instead of Import.
- Power BI will sync with the file every hour automatically.
- Ensure the file is structured properly with a table and headers.
- For faster updates, use Power Automate to move data from Forms to Power BI directly.
Secondly you could also use Dataflow which is in Power BI Service if you are using that please try these- Store Excel file in OneDrive for Business.
- In Power BI Service, create a dataflow:
- Select OneDrive for Business as the data source.
- Choose the Excel file and its table/range.
- Transform data in Power Query Editor if needed.
- Schedule dataflow refresh (up to 48 times/day).
- In Power BI Desktop, connect to the dataflow to build reports.
If this post helped please do give a kudos and accept this as a solution
Thanks In Advance
5 Replies
Hi ReubenJ
Since your Excel file is stored in OneDrive for Business, Power BI can automatically sync updates without needing to open Excel.
Steps:
- Go to Power BI Service
- Navigate to Workspaces > Select your dataset.
- Click on the three dots (More options) > Settings.
- Under Data source credentials, ensure the connection is working.
- Scroll down to Scheduled Refresh and turn it On.
- Set a refresh schedule for eg: a hour or 30 min
- This ensures Power BI automatically updates your data at regular intervals. Hope this reply helps
Hi ReubenJ Since Your data set is tored in OneDrive Try these
- Store Excel file in OneDrive for Business.
- In Power BI Service, upload the file and select Connect instead of Import.
- Power BI will sync with the file every hour automatically.
- Ensure the file is structured properly with a table and headers.
- For faster updates, use Power Automate to move data from Forms to Power BI directly.
Secondly you could also use Dataflow which is in Power BI Service if you are using that please try these- Store Excel file in OneDrive for Business.
- In Power BI Service, create a dataflow:
- Select OneDrive for Business as the data source.
- Choose the Excel file and its table/range.
- Transform data in Power Query Editor if needed.
- Schedule dataflow refresh (up to 48 times/day).
- In Power BI Desktop, connect to the dataflow to build reports.
If this post helped please do give a kudos and accept this as a solution
Thanks In Advance
Thanks Akash_Varuna that was really helpful
Hi ReubenJ,
Thanks Akash_Varuna and ramyasree2001 for Addressing the issue.
we would like to follow up to see if the solution provided by the super user resolved your issue. Please let us know if you need any further assistance.
If our super user response resolved your issue, please mark it as "Accept as solution" and click "Yes" if you found it helpful.Regards,
Vinay PabbuThanks ramyasree for you answer
