Simple Resource for Citizen Developers - Automating the Refresh of Data

Hi  derb ,

If you want to refresh the data saved in the Excel spreadsheet, you need the following steps:

1. Import Excel data from Power BI Desktop.

https://docs.microsoft.com/en-us/power-bi/connect-data/desktop-data-sources

2. Publish to Power BI Service, download and configure the gateway.

The gateway acts as a bridge between the cloud service and the local data source to ensure the security between the connection channels, if the data source of Power BI is located in the local location, you should use the gateway to create a connection from the cloud-based Power BI service and the local data source. For online or cloud-based data sources, the gateway is not required.

Download gateway:https://docs.microsoft.com/en-us/data-integration/gateway/service-gateway-install

What is a gateway:https://docs.microsoft.com/en-us/power-bi/connect-data/service-gateway-onprem

3. After configuring the gateway, you need to configure Schedule refresh to customize the refresh time and refresh interval to refresh your data regularly.

https://docs.microsoft.com/en-us/power-bi/connect-data/refresh-scheduled-refresh

You can check the difference between report server and Power bi services here:

https://docs.microsoft.com/en-us/power-bi/report-server/compare-report-server-service

Best Regards,

Liu Yang

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