Forum Discussion
Refresh Power BI Dataset automatic or by Button (Don't need to refresh in desktop), but failed
Hi, I need hlep! Goal & Tool and Method used decripsion below, ask what's the problem and how to solve by these method? Or Whether there is any method to achieve the purpose
＊Goal
-Now：I've built a power Bi model by excel, stored all in sharepoint.
-Goal：To refresh automatic (schedul) , or peers who I share Power BI to can refresh by cliking button on the website
-Gap：The developer designer (me) need to refresh manually every half day on Power BI desktop, it takes time and the peers who I share can't see the latest version graph, because data keep changing
(picture 1 attached)
＊Tool and Method used
1. Power automate：learning by 2 Youtube video, link below, and youtube work, but mine don't
A. refresh automatic：Use Power automate to trigger Power Bi refresh automatic (schedule every 1 hour)：tried, and power automate showed succeed. However, the power Bi graph on Website and Desktop do not refresh (picture 2 attached)
https://www.youtube.com/watch?v=HzvsQ_CYF88&fbclid=IwAR3qHxXsJwGRlkty5foLdCSkqjsgqpAL30ynwmhPfCq0ltne31eQQFCEWj8
B. refresh by click button: Use Power automate , when peers who I share Power BI to can refresh by cliking button on the website, the refresh. tried with wrap api, and power automate showed succeed. However, the power Bi graph on Website and Desktop do not refresh
https://www.youtube.com/watch?v=7vCD8Zu686Q&fbclid=IwAR1Z9eyHVKgAwCELF6Kubyi03hPlJzZLuPwI2P9Dc30w1aREFS70i0Bz1GI
2.On-premises gateway: Unable to Connect. Details: "Invalid connection credentials"
3. Change the raw data resource setting:
the raw data excel file & power BI in the sharepoint, change the power BI desktop raw data resource setting from excel to web, and copy the sharepoint path, and add"'nameOftheFile"(picture 3-4 attached). But the last step showed connect failed!...
Need Help!!!
3 Replies
- ranbeermakin
Resolver III
Hi Anonymous
Looks like you tried bunch of methods, but none of them seem to work. Can you try this once:
1. First, Get the path of Excel corrected. Open the Excel hosted on SharePoint in the Desktop Excel App. Then, Go to Info
2. Paste this link in Power BI Desktop -> Get Data -> Web.
Make sure you remove ?web=1 from the end of the link
3. When prompted for credentials, select Organizational Account and type in your O365 username and password
4. This should get you connected with the Excel on SharePoint.
5. Created the model, reports etc. and publish this in your workspace in PowerBI.com
6. In PowerBI.com go to Dataset settings-> Data source credentials, and update credentials there. Select OAuth2
Once this is done, your connection is now setup. You can then proceed with configuring scheduled refreshes.
Your peers would see upto-date data now. Ask them to refresh the browser, if they don't see it (Power BI does some caching there)
Let me know how it goes.
-Ranbeer
v-alq-msftCommunity Support
Hi, Anonymous
It seems that the credentials are invalid. Please verify that you have the correct username and password. Make sure that those credentials can successfully conncet to the data source and the account that is being used matches the authentication method.
For further information, you may refer the following links.
Refresh a dataset stored on OneDrive or SharePoint Online
Best Regards
Allan
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Thanks for your helping, really helps, will let you know the status!
Hi v-alq-msft , I'm quite surprising with your words, I've register an account, quite confusing about how to do so that the credentials are valid, that those credentials can successfully conncet to the data source and the account that is being used matches the authentication method ?
And I've search for this question, but there is rarely tallked, If there is any instructions and more clear description will help, thank you!
