Is there a way to add automatic refresh to Reports from Excel files stored in Sharepoint folders?

[CEllinger]

Can someone help me understand what I am missing?

My Org uses Sharepoint folders chock full of Excel files to store and share info. I am trying to move us over to PBI full time but am failing because I am unable to figure out how to auto-refresh my reports.

My process so far is:

Get access to the Sharepoint folder.
Copy the link to the Excel file in question.
Get Data > Web > Paste link > Delete everything after the file extension
Build my report
Publish to BI

However, the only way for me to refresh is to open the report on my laptop, maually refresh, publish, and THEN refresh the Report in My Workspace.

Is there any other way?

[CEllinger]

It is Sharepoint Online, yes.

When I try and use the connector, I cant even being to sort the files and folders (there is a lot of stuff in here ) when I use a URL that it will accept.

Any ideas?

[Anonymous]

Hi @CEllinger,

What type of SharePoint data source are you test? Please share more detail information to help us clarify your scenario.

How to Get Your Question Answered Quickly 

In addition, you can take a look at the following link to know more about the different type of SharePoint data source:

Your data source can't be refreshed because the credentials are invalid 

Regards,

Xiaoxin Sheng

[CEllinger]

It is Sharepoint Online.

I am trying to use the connector now but am having trouble finding the folder that I am looking for.

[Anonymous · Accepted solution]

Hi @CEllinger,

You can open the folder path and direct modify it with your file name.

Sample:

Folder path	File Name
https://tenant.sharepoint.com/sites/xxxxx/TestShare/Forms/AllItems.aspx	test.xlsx

Converted:

https://tenant.sharepoint.com/sites/xxxxx/TestShare/test.xlsx

After these steeps, you can use a web connector with above link to get data from share file URL.

Use OneDrive for Business links in Power BI Desktop 

Regards,

Xiaoxin Sheng

[Greg_Deckler]

Is this SharePoint Online or on-premises? You should probably be using the SharePoint Folder connector.