Forum Discussion
Power Bi Pro using Excel and Dashboard/Report Distribution
Hi PGuinan,
>>If the dashboard/reports were to be manually refreshed why would I need a Gateway?
The on-premises data gateway acts as a bridge, providing quick and secure data transfer between on-premises data (data that is not in the cloud) and the Power BI, Microsoft Flow, Logic Apps, and PowerApps services. For example, your data is stored in SQL Server database, you can get data from SQL trough Gateway.
If you want to automate refresh by pointing toward a Sharepoint file. You need to add data resource in your gateway, please see the following screenshot.
Then click your dataset, set a schedule refresh like the following screenshot.
In addition, please mark the helpful reply as answer. And you'd better open a new thread if you have different problem based on the policy. Thanks for understanding.
Thanks,
Angelia
A1 - If your Excel files are stored in OneDrive, then this is correct, only Free but if they are on-premises, you would need a gateway and thus Pro.
A2 - Correct
A3 - They would probably have to publish it themselves to their own workspace and share it from there
If the dashboard/reports were to be manually refreshed why would I need a Gateway?
We would love to automate refresh by pointing toward a Sharepoint file containing an Excel data source but dealing with Client IT is to be avoided generally and as I understand it we would be in a Power Pro licence situation for all users.
Hi PGuinan,
>>If the dashboard/reports were to be manually refreshed why would I need a Gateway?
The on-premises data gateway acts as a bridge, providing quick and secure data transfer between on-premises data (data that is not in the cloud) and the Power BI, Microsoft Flow, Logic Apps, and PowerApps services. For example, your data is stored in SQL Server database, you can get data from SQL trough Gateway.
If you want to automate refresh by pointing toward a Sharepoint file. You need to add data resource in your gateway, please see the following screenshot.
Then click your dataset, set a schedule refresh like the following screenshot.
In addition, please mark the helpful reply as answer. And you'd better open a new thread if you have different problem based on the policy. Thanks for understanding.
Thanks,
AngeliaThanks Angela and all.
