Auto refresh PBI report with new files in data source folder

[fayanan]

Hi everyone,

I get these scheduled reports on Outlook everyday that I have mapped to a local folder on my computer. I need to set up this folder on PBI as a data source and I need PBI to refresh in aligment with the latest report saved in the folder automatically. The report arrives in my Outlook inbox at 6 PM everyday and it gets saved in my local folder at 7 PM everyday. I need PBI to refresh automatically at 7 PM everyday with the latest file in the folder. Any way to do this?

TIA!

-Faye

[v-janeyg-msft · Accepted solution]

Hi, @fayanan 

You can check my blog to learn how to auto update data:

Automatically update data according to the date in... - Microsoft Power BI Community

After setting, I suggest you set a 7pm schedule refresh in powerbi service.

Did I answer your question ? Please mark my reply as solution. Thank you very much.
If not, please feel free to ask me.

Best Regards,

Community Support Team _ Janey

[amitchandak]

@fayanan , Setup(install on desktop)  a gateway to have access to the folder and schedule refresh/ incremental etl on power bi service.

On the three dots of dataset, go to setting, configure gateway and setup refresh

Gateway
https://radacad.com/the-power-bi-gateway-all-you-need-to-know
https://docs.microsoft.com/en-us/power-bi/connect-data/service-gateway-onprem

refresh

https://docs.microsoft.com/en-us/power-bi/connect-data/refresh-data#data-refresh