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Anonymous
Not applicable

Data refresh using excel source on sharepoint

Hello all,

 

I connect Power BI desktop with excel data source which is placed on a SharePoint. When I upload the visualization on power BI app, the data does not automatically get refreshed when any changes are made to this excel. 

 

When I looked into the data gateway settings, it shows that this type of connection does not need any data gateway but gives me an error. See below screen-print.  Am I missing anything? Any help will be appreciated.

 

 Power BI gateway.JPG

 

 Thanks,

Lakshay

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Based on the error message there would be 2 things that need to be fixed:

 

  1. Its showing that there is a problem with the credentials.  Just below where the screen cuts off, you should see a link for  "Edit Credentials".  If these are your personal credentials, you will need to update this everytime your password changes.
  2. Setting up a refresh schedule is also required.  Connect directly is simply the method of how you will connect, but the schedule is when it will refresh and how often.

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2 REPLIES 2
Anonymous
Not applicable

Based on the error message there would be 2 things that need to be fixed:

 

  1. Its showing that there is a problem with the credentials.  Just below where the screen cuts off, you should see a link for  "Edit Credentials".  If these are your personal credentials, you will need to update this everytime your password changes.
  2. Setting up a refresh schedule is also required.  Connect directly is simply the method of how you will connect, but the schedule is when it will refresh and how often.
Anonymous
Not applicable

Hello all,

 

I connect Power BI desktop with excel data source which is placed on a SharePoint. When I upload the visualization on power BI app, the data does not automatically get refreshed when any changes are made to this excel. 

 

When I looked into the data gateway settings, it shows that this type of connection does not need any data gateway but gives me an error. See below screen-print.  Am I missing anything? Any help will be appreciated.

 

Power BI gateway.JPG

 

 

 Thanks,

Lakshay

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