Good afternoon,
I want to do an automatic update between Power BI and an Excel that I have on my desktop of my laptop.
I already installed the Gateway, here is the configuration of the origin of the information.
Could you tell me how these fields are completed to make a correct connection
Use the same path that you have used in the Power Query Source for the workbook.
Use credentials that can access that file.
If you have several workbooks in different places, you need connections for each workbook.
Related
In this scenario, I am using on premise data source like excel file in power bi. Here I have made some ETL process and Calculations as well. Now the problem is, my client want me to do migrate all on premise data sources into sharepoint. For that, If I change the file path in power bi, can I have all the changes I made earlier?
You don't have to change any transfomations if you read Excel via the web connector. However, if you're using the SharePoint Folder connector (recommended), you'll probably have to add an additional another navigation step to access the sheets.
My business doesn't like using Direct Query. They believe in putting all data in to Power BI via the 'Import' option. This means that whenever our team wants to refresh the data in a Power Bi dashboard, they must:
Download the .pbix file from the SharePoint where they're published.
Open that file in Power BI desktop.
Click to refresh the data from our SQL server.
Re-publish the dashboard.
This has to be done for every single dashboard that we have. This is plainly absurd.
Can either Power Apps or Power Automate be used to refresh several dashboards at once? I don't know what licensing I have for Power Apps, but when I went through the list of connections that the web version let me use, I saw no options for Power BI. As for Power Automate, I saw no way to access my dashboards.
If your data is hosted in your internal network, you need to install the Data Gateway on a machine in your network. You can then use that data gateway for scheduled refresh and don't need to download/refres/upload the pbix file.
The Data Gateway is a free download. You can find links to that in the menus of the Power BI online interface.
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 problem:
I have a PBI file containing three data sources: 2 SQL Server sources + 1 API call.
I have separate queries for each respective data source and an additional query that combines all three queries into a single table.
Both SQL Server sources have been added to a gateway and I can set scheduled refresh for each source, if I publish them in separate PBI files.
However, I cannot set scheduled refresh for the file that contains all three sources - both the data source credentials and scheduled refresh options are greyed out.
The manage gateway section of the settings page also shows no gateway options. If I publish the SQL Server data (with no API data) I can clearly see my data source and gateway under the gateway heading.
screenshot of dataset settings
Does anyone have any idea why this might be happening?
Thank you,
I had the same problem.
I have a PBI file with different data sources : SQL Server sources and APIs.
On The PowerBI Service the Data Source Credentials was grayed out, so here's what I did :
Downloaded the file
Refresh the file locally and signed up on all data sources (the Server of DB Server name changed but not for the APIs)
published in the PBI Service
It worked for me.
Same problem here. After additional poking around I learned that the "Web Source" (API call) was the reason for the inability to refresh and can cause "Data Source Credentials" to be inaccessible. This was annoying to learn after diving down several rabbit holes.
Several (weak) workarounds
Using Excel's Power Query to connect to the web source. Learn more about Excel's Power Query.
Make any needed transformations.
Put the Excel file in SharePoint Online folder or other PBI accessible directory.
Connect to the Excel file using the appropriate data source (i.e. SharePoint Folder).
Alternatively, if the data is static, you can directly copy/paste values into PBI (if you just need to get this done and move on with your life):
Copy target values
Open Power Query Editor
Home tab -> Enter Data
Paste values into table
Hopefully this will save some poor soul a little of their life.
I have a dash made with Power BI, but I'm using Linux now and can't use it. I'd like to start using Data Studio, but I need to use the dashes I've already created with Power BI.
You can use your PowerBI dash from Linux, you just need to publish the dash to the PowerBI service after which you access it through a modern browser (e.g. Chrome). See the docs here.
In terms of getting your data out of PowerBI Desktop (thick client), there is no automated way. The best you can to is to create a PowerBI dash with a table visual and then include all relevant columns and rows to export in the table. Use the PowerBI export data feature to dump out to Excel. The same technique works in PowerBI service (the web version after you hace published). See the docs here.
If you want to try get to your PowerBI service (published data) from an API, that is not possible in any general format. The only option comes with the Premium version of PowerBI where you can connect to an XMLA endpoint to access the data. Typically organisations do their data wrangling in a tool before passing the data on to PowerBI To avoid the lack of open connectivity (to the processed data in PowerBI).