Forum Discussion
How to update or replace a data source?
- 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:
- 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.
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Upload Excel to OneDrive/SharePoint: Save your exported Excel file to OneDrive for Business or SharePoint Online.
Connect in Power BI Service: Import the file in Power BI Service under Datasets.
Monthly Updates: Replace the file in OneDrive/SharePoint with the updated version (keep the same file name and structure).
Refresh the Dataset: Trigger a refresh in Power BI Service to load the new data into your report.
This keeps your reports updated without needing Power BI Desktop.
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" 🙂
Kind Regards,
Poojara
Data Analyst | MSBI Developer | Power BI Consultant
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Hey there Poojara_D12 , I have a question, if I need to replace the Excel files in Sharepoint online everyday, do I have to change the name into fixed ones? There are two different Excel files that I need to download from a website and the file name contains the date it is downloaded, if I upload into Sharepoint, do I have to think of a fixed name and change the name of the original file to the fixed name before refreshing on PowerBI so it can automatically apply the modifications on Power Query and visualize the data?
- natasyaasf1 year agoNew Member
The Excel files that will be downloaded have the same structure everytime it is downloaded, I just need to confirm if it can be detected by PowerBI and automatically apply the modifications in Power Query Editor if I change the original name to fixed name. I am using PowerBI Desktop btw.