cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
rosscortb
Post Patron
Post Patron

refresh and publish options

Hello,

 

I know there is a million guides online about this I bit of a minefield.

 

So, I have Power BI desktop with data from an excel file. I publish that to Power Bi Service and also a Teams Site.

 

How can I do the refresh and publish automatically?

Gateway would be possible but would need my IT dept help and would take ages, can I use Power Automate?

 

Any ideas?

 

Thanks
Ross

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

Hi @rosscortb ,

 

For refreshing automatically which data source is from excel file, you can set scheduled refresh in Power BI service. Proceed as follows:

1.After the pbix file is published, Gateway is needed to set scheduled refresh. You download the standard gateway. Then you can add a new data source in the gateway. Select or fill in the corresponding information in the red box.

29.png

 

2.Go to the Datasets and select the data source to apply.

30.png

 

3.Then you can set up a scheduled refresh, and it will automatically refresh.

1.png

 

 

For publishing automatically, I found this similar post which might help you to understand:

automatic publish to the power bi web

 

 

Best Regards,

Stephen Tao

 

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

4 REPLIES 4
rosscortb
Post Patron
Post Patron

@Singaravelu_R @v-stephen-msft @amitchandak 

Morning

 

Thank's for your replies.

Just to recap, as I am working from home on a laptop, the personal gateway is installed on my office desktop which I can remote connect to. This was working fine but then i got an error which said that the gateway could not refresh as I was not logged in. 

So, is there two types of gateways where  one will work without you needing to be logged in?

Thanks
Ross

Singaravelu_R
Resolver II
Resolver II

Hi @rosscortb ,

 

We need Gateway installation to schedule refresh Excel file in the system. Please refer below link and follow the steps,

 

https://www.skylinetechnologies.com/Blog/Skyline-Blog/September_2016/RefreshingPowerBIReports#:~:tex....

v-stephen-msft
Community Support
Community Support

Hi @rosscortb ,

 

For refreshing automatically which data source is from excel file, you can set scheduled refresh in Power BI service. Proceed as follows:

1.After the pbix file is published, Gateway is needed to set scheduled refresh. You download the standard gateway. Then you can add a new data source in the gateway. Select or fill in the corresponding information in the red box.

29.png

 

2.Go to the Datasets and select the data source to apply.

30.png

 

3.Then you can set up a scheduled refresh, and it will automatically refresh.

1.png

 

 

For publishing automatically, I found this similar post which might help you to understand:

automatic publish to the power bi web

 

 

Best Regards,

Stephen Tao

 

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

amitchandak
Super User IV
Super User IV

@rosscortb ,Gateway need to be on machine which need to be online at the time of refresh else refresh will fail .

if It is a common machine , you need help from IT

 

https://radacad.com/the-power-bi-gateway-all-you-need-to-know
https://docs.microsoft.com/en-us/power-bi/connect-data/service-gateway-onprem
https://docs.microsoft.com/en-us/power-bi/connect-data/service-gateway-onprem-tshoot

 

for data refresh :https://docs.microsoft.com/en-us/power-bi/connect-data/refresh-data

 

 

 

 



Did I answer your question? Mark my post as a solution! Appreciate your Kudos!!
Dashboard of My Blogs !! YouTube Channel !! Connect on Linkedin

Proud to be a Super User!

Helpful resources

Announcements
PBI User Groups

Welcome to the User Group Public Preview

Check out new user group experience and if you are a leader please create your group

April Update

Check it Out!

Click here to read more about the April 2021 Updates!

secondImage

The largest Power BI virtual conference

100+ sessions, 100+ speakers, Product managers, MVPs, and experts. All about Power BI. Attend online or watch the recordings.

secondImage

Experience what’s next for Power BI

See the latest Power BI innovations, updates, and demos from the Microsoft Business Applications Launch Event.