Forum Discussion
Schedule refresh from a Sharepoint excel file
Hi sy898661,
Based on my test, due to the data source in the report is your local file, not the file in the SharePoint online, though you set the schedule refresh for the dataset, it retrieves data from local Excel instead of SharePoint Excel file. If you want to set the schedule refresh to retrieve data from SharePoint Excel, I suggest you to refer to below steps:
1.Upload your excel file to the SharePoint online
2.Create a report in Power BI desktop by getting this file in SharePoint online. Reference: https://docs.microsoft.com/en-us/power-bi/desktop-use-onedrive-business-links
3.Publish the report to the service and you can set the schedule refresh. Reference: https://docs.microsoft.com/en-us/power-bi/refresh-csv-file-onedrive#what-are-the-advantages
Regards,
Daniel He
Hi sy898661,
Based on my test, due to the data source in the report is your local file, not the file in the SharePoint online, though you set the schedule refresh for the dataset, it retrieves data from local Excel instead of SharePoint Excel file. If you want to set the schedule refresh to retrieve data from SharePoint Excel, I suggest you to refer to below steps:
1.Upload your excel file to the SharePoint online
2.Create a report in Power BI desktop by getting this file in SharePoint online. Reference: https://docs.microsoft.com/en-us/power-bi/desktop-use-onedrive-business-links
3.Publish the report to the service and you can set the schedule refresh. Reference: https://docs.microsoft.com/en-us/power-bi/refresh-csv-file-onedrive#what-are-the-advantages
Regards,
Daniel He
Hi Daniel,
Thank you so much! I will definitely share it to Sharepoint first. And thank you for including reference websites, you rock!
Sydney
