refresh and publish options

[rosscortb]

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

[rosscortb]

@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]

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 · Accepted solution]

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.

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

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

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.

[amitchandak]

@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