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
Related
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
I have an existing PowerBI report that imports data from an SQL Server analytics services database. This is working fine and I can schedule automatic refreshes using the Gateway provided by my organization.
I would now like to add some additional, but rarely changing data, that I only have in a local Excel file. When I do add this data, the report stops refreshing automatically and complains, that it has no gateway to refresh this Excel file.
What I would like is that Power BI is refreshing the data of the SQL Server analytics services database, but just keeps the existing Excel file without updating it. - I will upload an updated version of the PowerBI report if I need to change the data in the Excel file.
Is that possible? I couldn't find out how. I was trying to upload the Excel file to a different dataset to the Power BI service and reference this dataset in my report. Just to find out, that I cannot access a different Power BI dataset and SQL server analysis services database from the same report.
Three things I can think of
Upload the file to onedrive/sharepoint so that it's accessible online (per Dev's answer)
If the data is simple enough, you can add the data directly into PowerBI itself and skip the Excel file entirely.
You can disable the Excel file refresh so that PBI does not try and refresh(and thus access) the local Excel file. (Not sure if this will work)
I had a similar issue I came across. Yes, you can just use Enter Data to add a table, but you can only build something with less than 3000 cells, so you'd have to merge several tables if something was larger than that.
Turning off the report refresh in the suggestion above (#3) still requires a gateway, unfortunately.
I just created a dataflow and plopped the data from my csv there. You'll have to create a connection and refresh it, but you don't need to schedule a refresh there, so no need to create a gateway.
Then just link the dataflow as a source to your .pbix file and setup your gateway to point at the dataflow.
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.
I have an excel sheet stored in a OneDrive Business Folder, which is updated continuously (approximately every minute). I am trying to show a live count of the number of entries in the table, as below, on a powerBI report:
From here I have tried two options:
1.Created a PowerBI Desktop File which shows the total count on a single card. I have then published this to PowerBI Service as a report.
2.Imported the excel file in via "Get Data->Files->OneDrive-Business" on PBI Service:
I loaded in the data and then created a report as below:
However, when a change is made to the excel file on the onedrive, the report data does not update automatically when any change is made. Instead, the only way that it updates is via the "refresh now" option in datasets on PBI service:
Then once that is refreshed, I have to manually refresh the data in the report window also.
The connection between the report and the excel file is therefore available to allow the manual update, but for some reason does not automatically update when I make a change. Are there are solutions available to get this to update automatically.
I saw this cool idea, but I can't seem to get it to work:
https://bigintsolutions.com/2019/03/29/refresh-power-bi-report-every-min-and-show-on-a-tv/
I have also read many threads, with some people having the same issue I am having:
https://community.powerbi.com/t5/Power-Query/Automatic-Refresh-not-working-when-connecting-to-SharePoint/td-p/546308
I know that there should be an update every hour for PowerBI-OneDrive connections, but I was hoping there was a way for updating live.
Goal: PowerBI Service Report to update automatically, for live data feed to a TV screen, when a change is made, say every minute.
Any help would be greatly appreciated!
Where are you sourcing your data? Updating each minute to an Excel file seems like something that won’t scale in the long term. This sounds like a better scenario for a real-time dataset that is in hybrid mode. Then you could build a dashboard over the data and it would automatically update as the data updates. I’ve used Power Automate to push data into a real-time dataset as well.
Treb Gatte, Power BI MVP
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.