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Yael's avatar
Yael
Icon for Helper IV rankHelper IV
8 years ago

Report with excel as data set - not able to refresh

Hello,

 

I created a report on PBI Desktop with an excel file on share point as the data set. This excel file contailns some macros. 

The first few times I opend the report, and clicked "refresh", and the report was presenting the updated data. Now when I click refresh, the data is not updated... More so, I published the report to PBI Service, and I cannot refresh the report from there either.

 

Thank you

1 Reply

  • v-caliao-msft's avatar
    v-caliao-msft
    Icon for Microsoft Employee rankMicrosoft Employee

    Yael,

     

    More so, I published the report to PBI Service, and I cannot refresh the report from there either.

    Did you configure credential for your report?

     

    For excel located in on-premises SharePoint site, we need to use Windows authenticaion. For Excel located in SharePoint Online, we need to use OAuth2 authentication. And to access on-premises data source, gateway is required when refreshing dataset. 

     

    Reference
    https://docs.microsoft.com/en-us/power-bi/refresh-excel-file-onedrive

     

    Regards,

    Charlie Liao