How to schedule refresh PowerBI dashboard with Excel as Data source

[powerbidu]

Hi all

I have published my PowerBI on app.powerbi.com and am trying to create a scheduled refresh.

My current data source is excel file. Due to org restrictions, I am unable to create a gateway. Hence, data refresh on prem does not seem to be possible.

Is there anything I could do to create a scheduled refresh for my data source (e.g. saving my excel sheet onto OneDrive, would that work)? I can't seem to toggle the gateway connections to 'Off'.

Thank you for your help in advance. 

[V-yubandi-msft]

Hi @powerbidu ,

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Thank you.

[V-yubandi-msft]

Hi @powerbidu ,

Has your issue been resolved, or do you require any further information? Your feedback is valuable to us. If the solution was effective, please mark it as 'Accepted Solution' to assist other community members experiencing the same issue.

[V-yubandi-msft]

Hi @powerbidu ,

Do you have the required permissions? For OneDrive, you would need edit access, and for the workspace, the appropriate role is essential.

Thank You.

[Akash_Varuna]

Hi @powerbidu Since you don’t have permission for a gateway, the best option is to store your Excel file in OneDrive for Business or SharePoint Online. This allows you to schedule a refresh without needing a gateway. In Power BI Service, go to Dataset settings → Scheduled refresh and enable it. Make sure the dataset is connected via the Web connector for it to work.
If this post helped please do give a kudos and accept this as a solution
Thanks In Advance

[powerbidu]

Hi I do not have the access to apply for refresh. Could you kindly advise if I am doing something wrong? Thank you in advance.

[pallavi_r · Accepted solution]

Hi @powerbidu 

You can refresh it without gateway using the following steps.

Step 1 - You need to open the file in your one drive where it is stored. Go to file->info->copy path as below

Step 2 - After getting this path from here, open your pbix file->get data from the above path.

Step 3 - Publish it workspace. Data Source credential and refresh will be enabled.

You can also check in the below video from Guy in a cube at time 2:50

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

If this post helps, please accept this as a solution. Appreciate your kudos.

Thanks,

Pallavi

[Akash_Varuna]

Hi @powerbidu Do you have necessary permission if in OneDrive you would need edit access and proper role for the workspace