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Can anyone point me to an article or provide advice on how to refresh data from a excel workbook in PowerBI. I am having a bit of difficulty finding the exact advice in documentation.
I wantt o be able to update the dashboard/report once a day as the excel report is updated on my my local drive
Thanking you in advance for your assistance
Thanks for your response. One quick question. Would it be better for me to set up the excel spreadsheet in microsoft one drive or just keep using the excel file that is on my local drive.
Regards
Craig
No matter you host your Excel workbook on local or cloud, you just need to install a gateway and configure schedule refresh on Power BI Service to refresh the dataset. It just depends on your usage. For more details, please see:
Refresh a dataset created from an Excel workbook on a local drive
Refresh a dataset created from an Excel workbook on OneDrive, or SharePoint Online
Regards,
Hi @dkay84_PowerBI, as far as I am aware if you connect to your Excel file from OneDrive you do not need the On-Premise gateway.
And due to this Power BI will check roughly every 15 - 30 minutes for updates to the Excel file. And this is all automated.
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