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panurag1 Occasional Visitor
Occasional Visitor

How to Auto refresh data in Power BI Desktop from SharePoint List

 

I have installed Power BI Desktop in my machine ..and connected my SharePoint list with it..

I have also created the Graph, Charts using  Power BI..

How Can I automate the data refresh for my dashboard chart, Graph from the SP Lists..

Any Article or Video???

Thanks,

6 REPLIES 6
Elliott Regular Visitor
Regular Visitor

Re: How to Auto refresh data in Power BI Desktop from SharePoint List

Automatic refresh is not available within Power BI Desktop

The only refresh option within BI Desktop is the manual Refresh you find in the top ribbon

 

Check out the following link for more information on data refresh:

https://powerbi.microsoft.com/en-us/documentation/powerbi-refresh-data/

 

If you require automatic refresh of your data, I would suggest publishing your report and looking into setting up a scheduled refresh.

More information on this is included in the link provided above.

mstefancik Member
Member

Re: How to Auto refresh data in Power BI Desktop from SharePoint List

@Elliott how can I refresh data based on sharepoint list when  I am using alternate windows credentials to connect to sharepoint lists.

fbrossard Member
Member

Re: How to Auto refresh data in Power BI Desktop from SharePoint List

Pbi desktop is a designer, you can refresh data manualy.
If you want automatic update, you have to publish your pbix file to power bi service and then scheduled the data refresh onto your dataset properties. In your case, you have to install and configurr the Power Bi personal gateway.
Gally Frequent Visitor
Frequent Visitor

Re: How to Auto refresh data in Power BI Desktop from SharePoint List

 

I've written a post describes the use of a 3rd party tool (AxioWorks SQList) to synch the SharePoint lists with normalised SQL Azure tables which then gives you the option of direct query via SQL Azure for a more real time(ish) update.

 

Since SQList updates SQL Azure as soon as SharePoint changes are made it is a very nice workaround for Direct Query to the 8 updates limitation

 

Power BI direct query workaround for SharePoint

TIEFAU01 Frequent Visitor
Frequent Visitor

Unable to refresh Salesforce data in Power BI reports

Hello,

 

I published reports a few days ago in Power BI. My data comes from salesforce. My reports in salesforce display different results in Power BI. Every time I update the tables in PowerBI Desktop: PowerBI Desktop è Refresh è Publish, I need to update the tables for my online results to be good.

 

I have set up the automatic refresh (3 refresh per day) of my reports, but I notice that the data in Power BI does not change with changes in Salesforce. 

How can i do to have a same result between Salesforce en Power BI in automatic? 

TIEFAU01 Frequent Visitor
Frequent Visitor

Re: How to Auto refresh data in Power BI Desktop from SharePoint List

I have this error message since this morning  

 

An error occurred while processing the data in the dataset.
Refresh failed:

KPI RELEVE UNIQUE has failed to refresh.
Failure details:
Not a legal OleAut date.. The exception was raised by the IDataReader interface. Table: Relevé.
Next refresh for KPI RELEVE UNIQUE is scheduled for May 28, 2019 15:00 UTC.

Learn more >

 

Technical Information

Activity Id:
2b261fcc-b867-4630-8b88-641d31be042a

Request Id:
fd8d3991-a9d7-463b-9fac-d3bd7dc47999

Cluster Name:
WABI-NORTH-EUROPE-redirect.analysis.windows.net

Refresh Start Time:
May 28, 2019 11:02 UTC

Refresh End Time:
May 28, 2019 11:58 UTC

 

 

What can i do to solve? 

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