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jjacques
Regular Visitor

How to update Excel data sources without uploading a new one

Am still a novice in PowerBi and currently evaluating it for a new company I work for. I have used it in a previous company and trying to recreate the same visualizations I did in my old job but running into one simple yet can't seem to figure it out issue. In the last company I used csv dumps from different SaaS vendors to update one file that sat in One Drive. That master xlsx file was connected to Power Bi so all I had to do each month is update the file and wait for the refresh to happen and Power Bi would then have the latest data from the set and update my reports. 

 

What's different here is that we do not have a license for One Drive but instead are a Google Shop. I have looked everywhere to see if there's an easy way to make the same connection using Google Drive but no cigar. So instead I created my master xlsx file and saved it to my desktop and created my first report. Now it's a new month and I have updated the xlxs file but can't seem to figure out a way to seemlessly replace that file in Power Bi and have it automatically update my reports using the updated file. The only option I see is to keep uploading the same xlxs, create a new datasource with the same name then recreating the report all over again which is time consuming and messy.


Please someone tell me there's a way out of my misery. 


Thanks

1 REPLY 1
Greg_Deckler
Super User
Super User

Hmm, I can tell you that if you use Desktop, you can run an update manually, re-publish and it overwrites what was there previously. Can't tell you much about Excel as I do everything in Desktop but kind of surprised that it wouldn't work similarly.


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