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firstch
Helper III
Helper III

Schedule refresh old Excel with New download file that have same data structure

Hi all , I want to ask question about :  is it possible to schedule refresh data  by replace old excel file with new  downloaded  excel file.

The scenario is : 

firstch_2-1656927413661.png

 

Thankyou in advance 
Best Regard 
firstch


  

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

Hi @firstch ,

 

1. One way to do this is to rename the latest excel file to replace the old one (Data-b to Data-a) without changing the dataset and without reconfiguring the credentials.


2. If you are using SharePoint Online Folder connector to connect to excel file, then when you change the excel file name of the data source in Desktop and re-publish it, there is no need to reconfigure the credentials.

So you can change the data source using the query parameter and then change the parameter value on the Service manually or automatically(using Power BI Rest API + Power Automate) every time the excel file is updated.

For more information, please refer to: 

Change the Source of Power BI Datasets Dynamically Using Power Query Parameters 

Datasets - Update Parameters In Group 

HOW TO AUTHENTICATE AND USE THE POWER BI API INSIDE POWER AUTOMATE 

 

 

If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.
Best Regards,
Winniz
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
v-kkf-msft
Community Support
Community Support

Hi @firstch ,

 

1. One way to do this is to rename the latest excel file to replace the old one (Data-b to Data-a) without changing the dataset and without reconfiguring the credentials.


2. If you are using SharePoint Online Folder connector to connect to excel file, then when you change the excel file name of the data source in Desktop and re-publish it, there is no need to reconfigure the credentials.

So you can change the data source using the query parameter and then change the parameter value on the Service manually or automatically(using Power BI Rest API + Power Automate) every time the excel file is updated.

For more information, please refer to: 

Change the Source of Power BI Datasets Dynamically Using Power Query Parameters 

Datasets - Update Parameters In Group 

HOW TO AUTHENTICATE AND USE THE POWER BI API INSIDE POWER AUTOMATE 

 

 

If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.
Best Regards,
Winniz
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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