Forum Discussion
Manually maintained datasets
Hi msprog,
Thank you for reaching out to Microsoft Fabric Community.
“Store Excel files in SharePoint or OneDrive for automatic syncing with Power BI”
This means instead of keeping your manually maintained excel files on your local machine or shared drives, you upload them to SharePoint Online or OneDrive for Business.
Once stored there, power bi can directly connect to the file stored in the cloud. If the file is updated (every week) power bi can automatically pick up the changes during refresh. There is no need to manually upload or re import the file every time something changes.
Differences:
OneDrive Refresh:
This is automatic synchronization that occurs approximately every hour. Power bi checks the file stored in OneDrive or SharePoint Online and syncs any data changes to the semantic model. This works only when the file is imported from OneDrive/SharePoint using the Get Data --> OneDrive or SharePoint options in power bi Service (not local paths).
Scheduled Refresh:
This is a refresh of the data inside the power bi dataset. We can schedule it (daily or weekly) to pull the latest data from excel files, databases or other sources. Even if OneDrive refresh is active, still need scheduled refresh to ensure the data inside the report is up to date.
So, to manage your weekly updated mapping excel files, store them in OneDrive or SharePoint Online, connect using Web connector or SharePoint connector and set up a Scheduled Refresh in power bi service.
If this post helps, then please consider Accepting as solution to help the other members find it more quickly, don't forget to give a "Kudos" – I’d truly appreciate it!
Thanks and regards,
Anjan Kumar Chippa
Hi msprog Store Excel files in SharePoint or OneDrive for automatic syncing with Power BI. Use Dataflows to preprocess and centralize transformations for reusable mappings. Set up scheduled refresh for updated files and ensure gateways are configured for on-premises files.
If this post helped please do give a kudos and accept this as a solution
Thanks In Advance
Akash_Varuna thanks. please are you able to explain this: Store Excel files in SharePoint or OneDrive for automatic syncing with Power BI.
Also, I am a confused between these 2 settings for PowerBI semantic model :
OneDrive refresh and Sync with OneDrive and SharePoint
Is there a inter-relation between these 2 settings, What is the difference between these 2 settings?
Hi msprog,
Thank you for reaching out to Microsoft Fabric Community.
“Store Excel files in SharePoint or OneDrive for automatic syncing with Power BI”
This means instead of keeping your manually maintained excel files on your local machine or shared drives, you upload them to SharePoint Online or OneDrive for Business.
Once stored there, power bi can directly connect to the file stored in the cloud. If the file is updated (every week) power bi can automatically pick up the changes during refresh. There is no need to manually upload or re import the file every time something changes.
Differences:
OneDrive Refresh:
This is automatic synchronization that occurs approximately every hour. Power bi checks the file stored in OneDrive or SharePoint Online and syncs any data changes to the semantic model. This works only when the file is imported from OneDrive/SharePoint using the Get Data --> OneDrive or SharePoint options in power bi Service (not local paths).
Scheduled Refresh:
This is a refresh of the data inside the power bi dataset. We can schedule it (daily or weekly) to pull the latest data from excel files, databases or other sources. Even if OneDrive refresh is active, still need scheduled refresh to ensure the data inside the report is up to date.
So, to manage your weekly updated mapping excel files, store them in OneDrive or SharePoint Online, connect using Web connector or SharePoint connector and set up a Scheduled Refresh in power bi service.
If this post helps, then please consider Accepting as solution to help the other members find it more quickly, don't forget to give a "Kudos" – I’d truly appreciate it!
Thanks and regards,
Anjan Kumar Chippa
Hi msprog,
As we haven’t heard back from you, we wanted to kindly follow up to check if the solution I have provided for the issue worked? or let us know if you need any further assistance.
If my response addressed, please mark it as "Accept as solution" and click "Yes" if you found it helpful.Thanks and regards,
Anjan Kumar Chippa
