Forum Discussion
Refresh Excel NOT on One Drive or Sharepoint?
I'm new to Power BI, so I apologize if I'm not be getting the terminology correct...
I am using Power BI online (app.powerbi.com) and used Get Data to grab an Excel file and create a Dataset from it. The Excel file is just a bunch of data in rows/columns, but I converted them to Tables so Power BI would create the Dataset. The Excel file is saved locally on my computer (technically it's in the Dropbox folder, but I'm assuming for all intents and purposes, Power BI sees it as a file saved on the local hard drive).
However, when I try to refresh the Dataset, it doesn't update. When I try to edit the Auto Refresh settings I get the error: "Refresh can't be scheduled because the data set doesn't contain any data model connections, or is a worksheet or linked table. To schedule refresh, the data must be loaded into the data model."
I'm not sure what a data model or data model connections are. When I search for help I see a bunch of answers for when the Excel file is on One Drive or Sharepoint, but I don't have or use those services.
My end goal is to set up a Report using this Dataset, then when I update the data in the Excel file each week, have Power BI grab the data from the updated Excel file, this updating the content in the Report. Is this possible?
If your excel file in stored in local, you need to install and configure an data gateway. More details of gateway, please refer to doc:
https://docs.microsoft.com/en-us/power-bi/service-gateway-install
Community Support Team _ Jimmy Tao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
3 Replies
Have you created the report using power bi desktop and then publish to service. Please check if the gateway has been installed.
Community Support Team _ Jimmy Tao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
I created the report in Power BI online, not Desktop.
I don't really understand the gateway thing. I tried downloading and installing it, but then there was no instruction on how to make it work (I don't really understand what the gateway does). I'm also on a work computer so I'm not sure that it's ok to have it on my computer. (The gateway is basically an opening to the outside so Power BI can grab the updates to my Excel file?)
v-yuta-msft wrote:Have you created the report using power bi desktop and then publish to service. Please check if the gateway has been installed.
Community Support Team _ Jimmy Tao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
If your excel file in stored in local, you need to install and configure an data gateway. More details of gateway, please refer to doc:
https://docs.microsoft.com/en-us/power-bi/service-gateway-install
Community Support Team _ Jimmy Tao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
