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Schoolsupport
Frequent Visitor

How to auto update the data from an CSV file in Power BI Desktop

Hi there,

 

I have a CSV file that updates almost every night and i would like to update that into my power bi desktop automatically, So that i don't need to press the refresh data button every time to update it. Does somebody know how?

 

 

Hope Someone can help me.

1 ACCEPTED SOLUTION
v-eqin-msft
Community Support
Community Support

Hi @Schoolsupport ,

Currently,the only refresh option within BI Desktop is the manual Refresh you find in the top ribbon . Check out the  link  for more information on data refresh. 

 

But you could

1.Use “Incremental refresh ”in desktop and then publish the pbix to service .

Create parameter “RangeStart” and “RangeEnd” in Query Editor --> Right-click table name in Filed tab --> Select Incremental Refresh --> Input Store data for the most recent X days (e.g. 10 days) and keep refreshing the data for the most recent Y days (e.g. the last 5 days), if the day is not finished, just refresh to yesterday. --> Publish to service --> Configure gateway --> Configure scheduled refresh.

https://radacad.com/all-you-need-to-know-about-the-incremental-refresh-in-power-bi-load-changes-only

https://docs.microsoft.com/en-us/power-bi/admin/service-premium-incremental-refresh

 

2. Use “Scheduled refresh” in service

https://www.nabler.com/articles/power-bi-data-refresh-and-scheduling/

https://powerbi.tips/2019/09/power-bi-refresh-overview/

 

3.Put the CSV file into OneDrive,and use OneDrive refresh in service.

https://5minutebi.com/2018/04/09/power-bi-using-and-refreshing-excel-datasources-with-onedrive/

 

Did I answer your question ? Please mark my reply as solution. Thank you very much.

If not, please upload some insensitive data samples and expected output.

 

Best Regards,

Eyelyn Qin

View solution in original post

3 REPLIES 3
v-eqin-msft
Community Support
Community Support

Hi @Schoolsupport ,

Currently,the only refresh option within BI Desktop is the manual Refresh you find in the top ribbon . Check out the  link  for more information on data refresh. 

 

But you could

1.Use “Incremental refresh ”in desktop and then publish the pbix to service .

Create parameter “RangeStart” and “RangeEnd” in Query Editor --> Right-click table name in Filed tab --> Select Incremental Refresh --> Input Store data for the most recent X days (e.g. 10 days) and keep refreshing the data for the most recent Y days (e.g. the last 5 days), if the day is not finished, just refresh to yesterday. --> Publish to service --> Configure gateway --> Configure scheduled refresh.

https://radacad.com/all-you-need-to-know-about-the-incremental-refresh-in-power-bi-load-changes-only

https://docs.microsoft.com/en-us/power-bi/admin/service-premium-incremental-refresh

 

2. Use “Scheduled refresh” in service

https://www.nabler.com/articles/power-bi-data-refresh-and-scheduling/

https://powerbi.tips/2019/09/power-bi-refresh-overview/

 

3.Put the CSV file into OneDrive,and use OneDrive refresh in service.

https://5minutebi.com/2018/04/09/power-bi-using-and-refreshing-excel-datasources-with-onedrive/

 

Did I answer your question ? Please mark my reply as solution. Thank you very much.

If not, please upload some insensitive data samples and expected output.

 

Best Regards,

Eyelyn Qin

hey ,

 

Thanks for trying to help me.

 

Working as an intern and am new to power bi.

I read the links but i'm having a rough time wrapping my head around it.

Could you maybe explain what to do?

Or is there an easier way?

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