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Anonymous
Not applicable

Is the Refresh from Power BI Desktop Pro (using Excel tables) to Power BI Service automatic?

I have gotten data for my report in Power BI Desktop Pro from Excel. I then publish it to Power BI Service which is then shared with my colleagues.

Our reporting frequency is only quarterly. So I haven't explored scheduled refreshing. Anyway, so when I've done reorganising my data in Excel and having clicked Refresh in Power BI Desktop (Pro), will the published report in Power BI Service also be automatically updated with the new input, i.e., automatically synced? Or do I have to do extra actions like: (A) click Refresh in Power BI Service or; (B) re-publish/re-upload from PB Desktop and save over the existing one in PB Service?

My colleague is saying that he's only seeing the texts "(Blank)" on his PB Service but mine on PB Service is fine (is the same as the one on my PB Desktop, after I had re-published and saved over although I have a hunch that the re-publishing was unnecessary). 

1 ACCEPTED SOLUTION

as I descripbed previously you have 3 basic ways: 

1) refresh power bi pbix file and upload to the service

2) enter your workspace or the app workspace where the dataset its and manually click on refresh (need gateway to be configured accordengly for the diferente data sources). 

3) scheduled refresh (same as before need the gateways). 

optional: they are power automate flows to make case scenarios of power bi dataset refresh on trigger. 





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3 REPLIES 3
Anonymous
Not applicable

Thanks Stefano! You've mentioned "if you reload the power bi file to service and its up to date, its refreshed, thats one manual way,.." - and saving over the one in Service, yes?

as I descripbed previously you have 3 basic ways: 

1) refresh power bi pbix file and upload to the service

2) enter your workspace or the app workspace where the dataset its and manually click on refresh (need gateway to be configured accordengly for the diferente data sources). 

3) scheduled refresh (same as before need the gateways). 

optional: they are power automate flows to make case scenarios of power bi dataset refresh on trigger. 





Did I answer your question? Mark my post as a solution! / Did it help? Give some Kudos!

Proud to be a Super User!




StefanoGrimaldi
Resident Rockstar
Resident Rockstar

if you reload the power bi file to service and its up to date, its refreshed, thats one manual way, another its in power bi service to click refresh on the dataset (for this you need to configure a gateway yo your computer or server etc), another if you using power bi pro you can schlued a refresh for a certain moment, day, hour but same need to have the gateway configured.





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Proud to be a Super User!




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