I am using the Power Bi Report Server to create a report that uses the Sharepoint Online List. Has anyone figured out some way or a workaround where we can use a Sharepoint Online List and create a scheduled refresh? I have tried importing that data into an Excel file on Sharepoint and also tried to import it from CSV file that gets the update using Flows, but I can't find a way where we can have scheduled refresh. Is there any other way apart from but the data from that list in excel file on a shared directory?
Any ideas would be appreciated.
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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
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.
I think I'm on a severe wishful thinking trip here, please confirm if I am, if not then what would be the process to accomplish this?
Every day a team compiles an Excel file and sends it via email attachment. I have a Power Automate Flow that saves the attachment into a SharePoint space.
I can create a Power Bi and manually connect load those files to create the report, but it seems the real "Power" would be to not have to manually connect the new file (which has the creation date in the filename - eg 'Daily DRR 3-16-22.xlsx') every day, ergo:
What steps (using the Power Platform) would I take to have my PowerBi report auto (dynamically) refresh using the last 5 files (days) in the SharePoint drive? Is that possible?
Thanks in advance!
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.
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.