Static Data Breaks Refresh of SharePoint Report

Hi dparkinson,

If a single dataset contains both local file and online source, to enable auto refresh or schedule refresh, you need to configure gateway for that local data source. Otherwise, the schedule won't work. Here is a similar thread for your reference.

But, it is not possible to only update the SharePoint online source while keep the local Excel spreadsheet static. As when we refresh the dataset, all data inside it will be updated.

As a workaround, you could try to store those historical (static) data in an extra excel file, you can store this file in SharePoint online also. In that case, all data (static and dynamic) is fetched from sharepoint online, after publishing to service, the dataset can be refreshed automatically. Alternatively, if don't upload this excel file to sharepoint, you could configure gateway for this file.

Regards,
Yuliana Gu