Auto Refresh Dataset for Power BI Report/ File stored in Sharepoint

[yuhkao]

Hi Expert

i would like to setup MS Flow for automated refresh dataset for power bi report

i would like to have excel file stored in sharepoint 

where to stored in sharepoint? folder or create sharepoint list? 

what will be root URL link for power bi link to? 

thanks 

[Mariusz · Accepted solution]

Hi @yuhkao 

You can try this video by Avi, it explains the process for both scenarios File and List. 

The below article explains how to use MS Folws / Automate combined with power bi 

https://sharegate.com/blog/using-power-bi-for-additional-sharepoint-reporting

Best Regards,
Mariusz

If this post helps, then please consider Accepting it as the solution.

Please feel free to connect with me.
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[yuhkao]

how can i use multiple tables stored in excel file?

thanks 

[v-juanli-msft]

Hi @yuhkao 

https://www.excelguru.ca/blog/2014/11/19/combine-multiple-worksheets-using-power-query/

Or Right click on the excel workbook name

Best Regards

Maggie

[yuhkao]

@v-juanli-msft i meant i got file stored in sharepint, and that file including multiple tables, how to upload data with two tables. i dont need to combine those table. do you have way? thanks 

[v-juanli-msft]

Hi @yuhkao 

You could define excel files directly in Sharepoint list or upload your excel files from local driver to a Sharepoint library.

When you connect to a Sharepint library, you may see the url is like

https://partner.onmicrosoft.com/sites/[Your Site Name]/SitePages/Home.aspx

 use the red part in the Sharepoint folder connector.

See details here:

https://powerbi.tips/2016/09/loading-excel-files-from-sharepoint/

Reference how to configure auto refresh for power bi dataset with MS Flow:

https://sharegate.com/blog/using-power-bi-for-additional-sharepoint-reporting

either source excel file from Sharepoint list or Sharepoint floder can be refreshed.

Best Regards
Maggie
Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

ddd

[yuhkao]

i am facing error now... can someone help? 

Data source errorIt looks like scheduled refresh failed because at least one data source is missing credentials. To start the refresh again, go to this dataset's settings page and enter credentials for all data sources.

[v-juanli-msft · Accepted solution]

Hi @yuhkao 

After you publish reports from Desktop to Power BI Service,

To make the reports refresh schedully in Power BI Service,

Please find the dataset name ->go to "Setting"->Edit credential, provide the same credential as Power BI Desktop granted.

Best Regards
Maggie
Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Mariusz · Accepted solution]

Hi @yuhkao 

You can try this video by Avi, it explains the process for both scenarios File and List. 

The below article explains how to use MS Folws / Automate combined with power bi 

https://sharegate.com/blog/using-power-bi-for-additional-sharepoint-reporting

Best Regards,
Mariusz

If this post helps, then please consider Accepting it as the solution.

Please feel free to connect with me.
LinkedIn