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PGuinan's avatar
PGuinan
Regular Visitor
9 years ago
Solved

Power Bi Pro using Excel and Dashboard/Report Distribution

Hi...I am new to Power BI and would like some clarity if possible!   Q1. I have Desktop and a Pro licence. If we exclusively use Excel as the data source for creating dashboards & reports, do the r...
General Comment
Need Help
  • v-huizhn-msft's avatar
    v-huizhn-msft
    9 years ago

    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

PGuinan's avatar
PGuinan
Regular Visitor
9 years ago

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.

 

v-huizhn-msft's avatar
v-huizhn-msft
Microsoft Employee
9 years ago

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

  • PGuinan's avatar
    PGuinan
    Regular Visitor
    9 years ago

    Thanks Angela and all.