Forum Discussion
Unable to schedule auto refresh
My report has two data sources: public Dataflow (shared with me but owned by someone else) and xlxs document.
The Refresh option is greyed out for me for all of my reports.
I am being told that we don't need data gateways to run our reports and other work collegues don't experience this issue.
Datasource credentials is also greyed out so I am unable to verify it
Data refreshes manually without any problems.
Any suggestions how I could resolve this problem?
Thank you in advance
Hi ib87 ,
It looks like the refresh option is disabled because the Excel file in your dataset isn’t stored in a location that the Power BI service can directly access for scheduled refresh. To enable it, the file should be placed in OneDrive for Business or SharePoint Online (or in a Teams files location, which is backed by SharePoint). This way, the service can connect to it in the cloud without needing a personal gateway. Also, please check that you have at least Viewer access to the workspace where the Dataflow is located, and make sure the data source credentials are set up under Settings > Data source credentials. Once the file is in a supported location and permissions are in place, the refresh schedule option should be available.
You can refer to Microsoft’s guidance here:https://learn.microsoft.com/en-gb/power-bi/connect-data/refresh-scheduled-refresh
Thank you.
8 Replies
If you want to schedule refreshes you must be an admin of the gateway or no way
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Where is your xlsx document located? It must be accessible from the Power BI service. It can be easily accessible if it is located in a SharePoint online library or a folder in Teams. You also must have at least viewer access in the workspace where the dataflow resides.
You can follow the steps below for accessing your xlsx from sharepoint or teams. The reference is for one drive for business, but works the same.
https://learn.microsoft.com/en-us/power-bi/connect-data/desktop-use-onedrive-business-links
Hi ib87 ,
It looks like the refresh option is disabled because the Excel file in your dataset isn’t stored in a location that the Power BI service can directly access for scheduled refresh. To enable it, the file should be placed in OneDrive for Business or SharePoint Online (or in a Teams files location, which is backed by SharePoint). This way, the service can connect to it in the cloud without needing a personal gateway. Also, please check that you have at least Viewer access to the workspace where the Dataflow is located, and make sure the data source credentials are set up under Settings > Data source credentials. Once the file is in a supported location and permissions are in place, the refresh schedule option should be available.
You can refer to Microsoft’s guidance here:https://learn.microsoft.com/en-gb/power-bi/connect-data/refresh-scheduled-refresh
Thank you.
