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drallam's avatar
drallam
Helper II
8 years ago

Schedule Refresh for Excel Sharepoint Files.

Hi all,   Sorry for posting this type of question. I have researched a lot and found multiple posts and especially this docuemntation from PowerBI itself. Documentation , Sharepoint Post Post 2 but...
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GilbertQ's avatar
GilbertQ
Super User
8 years ago

Hi drallam

 

You can schedule a refresh using SharePoint files, it just depends if your SharePoint is On-Premise or cloud version.


What you can try is in Power BI Desktop under Get Data you can use the SharePoint Files to get your files and point that at the high level folder.

 

Then you can create a data source in the Gateway in the Power BI Service that points to the same location.

 

Just one note is that if in your Power BI Desktop file you have data from SharePoint Online (Cloud Based) and SQL Server (On-Premise) you will for now have to use the Personal Gateway in order to successfully refresh. This is because currently the On-Premise Gateway only supports either Cloud or On-Premise data sources and not a combination.

  • drallam's avatar
    drallam
    Helper II
    8 years ago

     GilbertQ v-sihou-msft

    So, here's my setup. I have a folder in the Sharepoint website and got files in it.
    So, my data source is https://company.sharepoint.com/sites/Myfolder in the data source settings.
    I was able to schedule refresh and i think it didnot require a Gateway connection. So I would assume I'm using Sharepoint Online (Cloud Based)
    What if I switch to a Sharepoint On-Premise(enterprise), would I be able to use the on-premise gateway connection for both SQL and Sharepoint in the same .pbix file?