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Anonymous's avatar
Anonymous
Not applicable
8 years ago
Solved

Scheduled or auto-refresh for desktop version

Hi,

 

I have created a report in my Power Bi Desktop. I have connected an Excel file from my OneDrive in the Desktop Report. Now I have published the same on Power BI Online and shared that dashboard with other people.

 

My question is how do i refresh the online dashboard? I can refresh the source (Excel File) on OneDrive but do I need to open Desktop Version Report and then refresh and then publish it every time? Can I refresh Online version directly from excel file without openeing and refreshing Desktop Version?

Need Help
  • zoloturu's avatar
    zoloturu
    8 years ago

    @dataAnonymous,

     

    Option 1:

    1. Power BI Service -> Go to Get data -> Choose File -> OneDrive for Business -> Sign in -> Select file (Excel/CSV). Remember file name because it will become a name of Power BI Service dataset.
    2. Power BI Service -> Create -> Report -> Select dataset you've created in #1.
    3. Then you can build your visuals on the report.
    4. Then your dataset will be updated each hour by default.

     

    Option 2:

    1. Install Data Gateway on your computer and sign in with your Power BI Service account there.
    2. Then delete your old dataset from Power BI Service.
    3. Go to Power BI Desktop and open your report -> Publish it to Power BI Service.
    4. Then you can go to dataset settings in Power BI Service and set a Scheduled refresh for 8 times per day.

     

5 Replies

  • zoloturu's avatar
    zoloturu
    Icon for Memorable Member rankMemorable Member
    8 years ago

    Hi Anonymous,

     

    1. Do you have OneDrive for Business?
    2. Do you have Power BI Pro license?
    3. Do you have admin rights on your computer?
    • Anonymous's avatar
      Anonymous
      Not applicable
      8 years ago

      HI,

       

      Yes I do have OneDrive and Power BI Pro. And yes, I do have admin rights for my computer.

      • zoloturu's avatar
        zoloturu
        Icon for Memorable Member rankMemorable Member
        8 years ago

        @dataAnonymous,

         

        Option 1:

        1. Power BI Service -> Go to Get data -> Choose File -> OneDrive for Business -> Sign in -> Select file (Excel/CSV). Remember file name because it will become a name of Power BI Service dataset.
        2. Power BI Service -> Create -> Report -> Select dataset you've created in #1.
        3. Then you can build your visuals on the report.
        4. Then your dataset will be updated each hour by default.

         

        Option 2:

        1. Install Data Gateway on your computer and sign in with your Power BI Service account there.
        2. Then delete your old dataset from Power BI Service.
        3. Go to Power BI Desktop and open your report -> Publish it to Power BI Service.
        4. Then you can go to dataset settings in Power BI Service and set a Scheduled refresh for 8 times per day.