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Smithy32's avatar
Smithy32
Regular Visitor
9 years ago

Sharepoint Online List - Refresh

Hi,

 

Just trying to get my head around Automatic Data Refreshing. I have a report that contains csv & excel files, both stored on sharepoint online, and also data from a Sharepoint Online List. From what i can see here https://powerbi.microsoft.com/en-us/documentation/powerbi-refresh-data/ any excel file stored on Sharepoint Online should update automatically every hour. Is this also the case for data pulled from Sharepoint Online Lists or do they update once a day or even just manually?

 

Also, for configuring Automatic Data Refreshing within app.powerbi settings, under 'Schedule Refresh' should 'Keep your data up to date' be set to off (i.e. greyed out)? I have one report where that setting seems to be disabled, on others i am able to switch to on and add times.

 

Thanks

 

Rich

 

 

6 Replies

  • MattAllington's avatar
    MattAllington
    Community Champion

    I hope I don't prevent others answering in the case I am off about this. This is what i understand. 

     

    Files stored on SharePoint online are auto refreshed. SharePoint Lists are an online source and hence are not auto refreshed but can be configured to refresh from Power BI

     

    if keep up to date is off, it is because it is not available  for some reason. Maybe there is no gateway.  What is different about this dataset?

     

    • Smithy32's avatar
      Smithy32
      Regular Visitor

      Hi Matt,

       

      Many thanks for your response. So i presume that files stored on Sharepoint Online are 'auto refreshed' without the need for a pro licence? Therefore the scheuled refresh tab is set to off.

       

      As for data on lists, they require either a manual intervation to refresh or a pro licence to configure a scheudle refresh, i.e. the schedule refresh tab set to on?

       

      Theres nothing partiularly wrong about this dataset. I am a pro user and as such set the data sources up so that they had scheduled refreshes throughout the day. Most of our users however are free users and, as of last week as per the power-bi team's post - http://community.powerbi.com/t5/Service/bd-p/power-bi-web-app) they can no longer click 'cancel' and view the report. I have had to disable the scheduled refreshes as in order that the report does not containany pro features so that everyone can view them. If the excel/csv files refresh 'automatically' then that just leaves some data from online lists that i might have to manually refresh.

       

      Rich

      • v-ljerr-msft's avatar
        v-ljerr-msft
        Microsoft Employee

        Hi Smithy32,



        So i presume that files stored on Sharepoint Online are 'auto refreshed' without the need for a pro licence? Therefore the scheuled refresh tab is set to off.

        Yes, when the file is on OneDrive, or SharePoint Online, Power BI will synchronize any changes to the file with the dataset automatically about every hour. No schedule refresh is needed in this scenario.


        As for data on lists, they require either a manual intervation to refresh or a pro licence to configure a scheudle refresh, i.e. the schedule refresh tab set to on?


        In this scenario, a manual/schedule is needed. In order to share your dashboard with other free users, you can either manual refresh your dataset, or set a daily schedule refresh for your dataset. Because only data from a dataset that refreshes more frequently than daily is Power BI Pro content.

         

         

        Regards

  • Anonymous's avatar
    Anonymous
    Not applicable

    What i did to get my dataset to update automatically was i created a flow in power automate. So when my SharePoint list is updated the data set in power BI will also be updated.