how can i make a flow so that when someone send me an email with the updated file attached, the attachment is replaced by the power bi previous dataset.
i had made the flow to save the attachment in sharepoint folder when email with a specific subject is received and it is working,
now how do i make a flow so that when new file is saved in sharepoint folder the new file replaces the current dataset in power bi.
if you have any alternate solutions i am open to that as well
You can configure Power BI to automatically refresh the Dataset when you update the .pbix in OneDrive or SharePoint. See Refresh a dataset stored on OneDrive or SharePoint Online
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I have created a power bi report which actually gets data sourced from Azure data lake storage gen2. The report source was a CSV file and I used power bi desktop to complete the report.
Below I have mentioned the workflow.
CSV file(in azure data lake) -> read using power bi desktop -> published into power bi workspace -> embedded report into power apps portal.
what my concern was,
without refreshing the power bi dataset was loading the older data to the corresponding report and I wonder where the data was preserved to show up until the next refresh? Is it storing the report data in any caching mechanism or what?
As you are working with CSV's Power BI Desktop will be working in import mode, so it is a copy of the file in the data lake, held in the Power BI Desktop file. When you load to the service, it loads the file to the (hidden) services blob storage there, so when you go to the service, it basically loads the file in the background, with the data stored in it and displays it on the web page.
So you can update the data in the file, and Power BI desktop will not get the latest data until you manually refresh it. Also the service will not get the latest data until to load the refreshed desktop file to the service.
You can of course set up a scheduled refresh of the data in the service, with out having to refresh/reload the file in PBI desktop first.
The below image gives some context around how the service works/stores data, with meta data items stored in the Azure SQL DB and files on Azure Blob Storage
I have a power bi desktop connected with SQL database and have some reports in it.
Now I want to generate following things
Every time user enter the name of the database my reports gets automatically refresh and exported in PDF or excel.
If possible I have browser where user can enter the SQL database name and UI pop up and end user can see the power BI dashboard where all reports automatically refreshed as per the user input SQL database name.
Thanks in advance!
For ask 1:
Refer Create and use R visuals in Power BI Once R is installed, open the Run R Script and paste the below R script, depending on your destination and save it.
Example as a excel file: write.xlsx(dataset, file = "C:/dataset.xlsx")
If you are interested in (PDF) and know Microsoft Power Platform, use On Power BI button clicked trigger followed with Export To File for Power BI Reports actions API to export a PDF to your local directory. Demo screenshot
For ask 2:
You can check Embed a report in a secure portal or website to easily embed reports in internal web portals and utilize Automatic page refresh in the Power BI service to set automatic page refresh for reports as long as the data source is DirectQuery.
Power BI Desktop has no restrictions for refresh intervals and can be as frequent as every second. But when reports are published to the Power BI service, certain restrictions apply.
Alternately you can use Datasets Power BI REST APIs - to trigger a refresh for the specified dataset from "My Workspace".
POST https://api.powerbi.com/v1.0/myorg/datasets/{datasetId}/refreshes
You can also leverage Q&A for Power BI business users the fastest way to get an answer from your data by asking a question using natural language.
I have a Power BI report that I've created in Power BI Desktop. I save the report to a .pbix file and upload the report to Power BI Service using the .bpix file stored in SharePoint/OneDrive.
If I make changes to the report visuals in Power BI Service, will those changes be overwritten by OneDrive refresh of the visuals?
No, once changes have been made to the report in the service, it will not write back to the OneDrive file. To get those changes, you have to export the PBI Report out of the service and resave it. If you reload the PBI report again before exporting your changes, it will overwrite anything that you have done in the service.
How to set up automatic hourly refresh of a Power BI dataset from an Excel file stored on OneDrive for Business? What am I doing wrong?
My set up goes the following path on the map of possible connections described by Vesa Tikkanen in the post Power BI: Why my report is not refreshing from OneDrive? Compatibility chart for sources.
Original image comes from: https://www.qumio.com/Blog/Lists/Posts/Post.aspx?ID=44
Manual refresh of a dataset works correctly as shown on the picture below but hourly refresh does not even start.
I try to set up automatic hourly refresh by choosing 1 and then 3 "Schedule refresh". I have OneDrive refresh set up for ON. It should be sufficient. Should anything else be enabled? Should "Scheduled refresh" be enabled?
For sure I have good "Data source credentials", because manual refresh works. My PBIX file is also stored on OneDrive so it does not require "Publishing" for PBIX update.
I have sourced my Excel file just like it has been presented in this tutorial: https://youtu.be/uxMlV9KKf6E?t=315
I try to explain the meaning of those 2 different options.
Scheduled refresh is for Power BI to go to source and read new data and refresh the model with the new data.
OneDrive Refresh is for automatically re-uploading the file from OneDrive to Power BI. So if you don't update the file it will upload every hour that same pbix file to service. This behaviour is meant for reports which cannot be scheduled to be auto refreshed but you manually construct new version of the report and that should be uploaded automatically to service after you updating the file in OneDrive.
I think you are trying to implement the automatic refresh. That means that you should uncheck the onedrive refresh and add scheduled refresh to report. This "Onedrive refresh" option is only visible when you originally uploaded report from OneDrive.
OneDrive Refresh is for updating the file, scheduled refresh is to collect data from source
Hi I have an excel which is saved in one drive for business. I update the file on daily basis with the agent name, date and no of clients handled. I have created a report with power bi file in desktop version and published it in power bi online and then created link by publish to web option. Now this link is not updated with recent data.
I tried to create the report through power bi online but it does not have options like modeling and query editor...
I am very new to power bi so kindly excuse for any errors ....
I just need to give the operations team a link to view daily performance of the team, rather than opening excel file and looking at the data.
I just need to paste the data in excel file and the report should be updated automatically ...
I have created a report with power bi file in desktop version and published it in power bi online and then created link by publish to web option.
Creating the report in Power BI Desktop is the correct first step. But if you are using Publish to Web functionality, you are publicly sharing your data in an insecure manner. Do you actually mean Publish To Web, or do you just mean that you published your report to PowerBI.com?
Now this link is not updated with recent data.
You need to set a scheduled refresh so the Power BI model will contain the latest version of the data from your Excel file. You can also manually refresh your dataset, but if you want to make sure it has the latest data every day, scheduled refresh is the way to go. Locate your dataset in PowerBI.com. There will be a scheduled refresh option. On the settings page, enter your credentials, then under scheduled refresh turn on the Keep your data up to date toggle. Choose a frequency and time.
Here is a link to make sure you connected to your file in OneDrive correctly that also mentions how to set up scheduled refresh at the bottom.