Forum Discussion
How to update or replace a data source?
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:
- Save your Excel file to OneDrive for Business or SharePoint Online.
- 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.
- Publish the report to Power BI Service.
- Initiate a refresh in Power BI Service to update your report with the latest data.
- 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.
Did I answer your question? Mark my post as a solution, this will help others!
If my response(s) assisted you in any way, don't forget to drop me a "Kudos"
Hi PowerAutomater,
- Power BI Service can directly connect to Excel files stored in SharePoint Online or OneDrive. This allows you to replace the file each month without breaking the connection.
- In Power BI service :
- Go to Workspaces > Create New Dataset.
- Choose "Get Data" > Files > OneDrive or SharePoint > Locate your Excel file
- Configure your dataset and create the report directly in Power BI Service.
- In Power BI Service, configure a Scheduled Refresh:
- Go to the dataset settings for your report.
- Under "Data source credentials," authenticate to SharePoint or OneDrive.
- Set up a refresh schedule to periodically update the dataset.
Alternately, Use Power Automate for Automation, This eliminates the need for manual uploads or dataset refreshes:
- Automatically upload the Excel export to SharePoint/OneDrive. Trigger a Power BI dataset refresh after the upload.
Thanks,
Prashanth Are
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi v-prasare I have tried to follow your instructions but unfortunately I cannot find where to create a new data set:
If I click on New item the only dataset is the streaming one for which I get a message that it will become obsolete soon:
If you could please direct me to where I can do this I can try you suggested approach.
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:
- Save your Excel file to OneDrive for Business or SharePoint Online.
- 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.
- Publish the report to Power BI Service.
- Initiate a refresh in Power BI Service to update your report with the latest data.
- 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.
Did I answer your question? Mark my post as a solution, this will help others!
If my response(s) assisted you in any way, don't forget to drop me a "Kudos"
Thank you for confirming, so there is in fact no way to do this in PowerBI Service, only in the desktop version.