Forum Discussion

Jeremy19's avatar
Jeremy19
Helper III
5 years ago

How to refresh data without opening Desktop?

Hi, I create Power Bi reports via Desktop with a PC and I would like to refresh my data and refresh the reports available on the Service with my Mac. Do you have a solution ? I try putting the data ...
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v-easonf-msft's avatar
v-easonf-msft
Community Support
5 years ago

Hi,  Jeremy19 

When creating reports on desktop, if your data source is a local data source, then you need to install a local gateway as a data transfer bridge when you refresh the report on service.
If your data source is a cloud data source (onedrive, sharepoint...) then you don't need to install the gateway when refreshing reports on service, you just need to configure the refresh credentials on service.

You can  refer to these tutorials for details.

service-gateway-data-sources 

service-gateway-enterprise-manage-scheduled-refresh 

 

Best Regards,
Community Support Team _ Eason

 

 

 

Jeremy19's avatar
Jeremy19
Helper III
5 years ago

In my case, my data source (Excel file) is on my professional One Drive like my Power Bi file. However after importing the Power Bi report on the service I have the impression that the data does not update if I do not open the Power Bi on Desktop to update it manually (which I would not like to do in avoiding using the PC)

  • v-easonf-msft's avatar
    v-easonf-msft
    Community Support
    5 years ago

    Hi, Jeremy19 

    How are you connecting to your data source?
    When creating reports, you are probably using local excel credentials, not cloud credentials.

     

    If excel is local, you need to use excel workbook connector to connect to the data and you need to download and configure gateway to synchronize  data on service.


    If your excel is on onedrive,  you need to use the web connector.

    You can refer to  connect-data/desktop-use-onedrive-business-links .

     

    Best Regards,
    Community Support Team _ Eason