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negi007
Community Champion
Community Champion

On-premises data gateway - One Drive

Hi All, I have created a dashboard in powerbi and datasources are excel/csv files which are stored in one drive. Can you please suggest if it is possible to use On-premises data gateway (personal mode) to extract data from files saved in one drive. I want may dasboard to automcatically refresh data from one drive file. I will schdule the refresh it is possible. Any suggestion is welcome. Thanks




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v-xicai
Community Support
Community Support

Hi @negi007 ,

 

Recommend you upload the files to OneDrive for Business instead of a personal OneDrive, or upload to SharePoint Onlie. In this way, if your dataset contains only the files saved in OneDrive for Business, it needn't to use gateway and it is not possible to configure the schedule refresh interval. You can only deactivate OneDrive refresh in the dataset's settings. OneDrive refresh synchronizes datasets and reports with their source files. By default, Power BI refresh every hour if a dataset connected to a file on OneDrive or SharePoint Online requires synchronization. See more: https://docs.microsoft.com/en-us/power-bi/refresh-data#onedrive-refresh .

 

While if your dataset not only contains cloud data source OneDrive for Business but also other on premise data sources, then it needs to use the gateway ,  also the data source OneDrive for Business should be add to the gateway as other on premise data source, as described in Add a data source, and then you can configure schedule refresh, see more: :On-premises data gateway , Configure scheduled refresh .

 

Note that you also need to select Allow user's cloud data sources to refresh through this gateway cluster option Under Gateway Cluster Settings. See: Merge or append on-premises and cloud data sources.

 

Best Regards,

Amy 

 

Community Support Team _ Amy

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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3 REPLIES 3
v-xicai
Community Support
Community Support

Hi @negi007 ,

 

Recommend you upload the files to OneDrive for Business instead of a personal OneDrive, or upload to SharePoint Onlie. In this way, if your dataset contains only the files saved in OneDrive for Business, it needn't to use gateway and it is not possible to configure the schedule refresh interval. You can only deactivate OneDrive refresh in the dataset's settings. OneDrive refresh synchronizes datasets and reports with their source files. By default, Power BI refresh every hour if a dataset connected to a file on OneDrive or SharePoint Online requires synchronization. See more: https://docs.microsoft.com/en-us/power-bi/refresh-data#onedrive-refresh .

 

While if your dataset not only contains cloud data source OneDrive for Business but also other on premise data sources, then it needs to use the gateway ,  also the data source OneDrive for Business should be add to the gateway as other on premise data source, as described in Add a data source, and then you can configure schedule refresh, see more: :On-premises data gateway , Configure scheduled refresh .

 

Note that you also need to select Allow user's cloud data sources to refresh through this gateway cluster option Under Gateway Cluster Settings. See: Merge or append on-premises and cloud data sources.

 

Best Regards,

Amy 

 

Community Support Team _ Amy

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

amitchandak
Super User
Super User

@negi007 , In the case of one drive and SharePoint. On power bi service schedule a refresh. It will ask for credentials and provide that and schedule

https://docs.microsoft.com/en-us/power-bi/connect-data/refresh-desktop-file-onedrive

 

Also refer

https://www.youtube.com/watch?v=qu6O2ySCeOA

Fowmy
Super User
Super User

@negi007 

Please refer o these articles:

https://www.youtube.com/watch?v=I0KVU9iRMCA
https://www.youtube.com/watch?v=uxMlV9KKf6E

https://docs.microsoft.com/en-us/power-bi/connect-data/refresh-data
https://docs.microsoft.com/en-us/power-bi/connect-data/refresh-excel-file-onedrive

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