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PowerAutomater's avatar
PowerAutomater
Helper IV
1 year ago
Solved

How to update or replace a data source?

I have setup a PowerBI report based on a excel file. This excel file is an export taken from another piece of software. One a month I would like to be able to do a new export and replace/update the e...
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  • v-prasare's avatar
    v-prasare
    1 year ago

    Hi PowerAutomater ,

    Hope your doing well.

    My sincere apologies here, above steps i have mentioned is to import new data and directly in Power BI Service create the report.

     

    No, Power BI Service does not allow you to change or update the data source of a published report directly. The ability to modify a data source (e.g., switching to a different file or database) can only be done in Power BI Desktop.

    Instead of exporting your Excel file and uploading it to Power BI, store the file in OneDrive for Business or SharePoint Online.

    • Why? Power BI can automatically sync to the Excel file stored in OneDrive/SharePoint. When you update or replace the file in OneDrive, Power BI will automatically pick up the changes without requiring you to upload it manually.

    Steps:

    1. Save your Excel file to OneDrive for Business or SharePoint Online.
    2. In Power BI Desktop, change the data source to the Excel file stored in OneDrive/SharePoint: Use the SharePoint Folder or Web connection option with the file URL.
    3. Publish the report to Power BI Service.
    4. Initiate a refresh in Power BI Service to update your report with the latest data.
    5. Use an On-premises Data Gateway and data pipelines  If Excel file on a network drive, a local system automatically replace data

     

     

    Thanks,

    Prashanth Are

    MS Fabric community support.

     

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v-prasare's avatar
v-prasare
Community Support
1 year ago

Hi PowerAutomater,
Hope your doing well.

As we haven’t heard back from you, we wanted to kindly follow up to check if the solution i have provided for your issue worked? or let us know if you need any further assistance here?

 

 

Your feedback is important to us, Looking forward to your response. 

 

Thanks,

Prashanth Are

MS Fabric community support.

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly and give Kudos if helped you resolve your query.