Live connection/automated refresh to Sharepoint Excel file

[Prakest]

I have a sharepoint site mapped to my local directory and a file in there is connected to a PBI report. I'm having trouble making the refresh more dynamic.

What I'd like to do:

1. Connect directly to the Excel file - PBI then refreshes either in real time or on a schedule
2. Less ideal, make a dynamic file path so any non-technical user can simply open PBI, click refresh, and publish. This can't be done now because my username is in the file path source.

What I've tried:

• Scheduling a refresh fails because it doesn't recognize my credentials (and also the file path is point at my mapped drive).
• Trying to add the file in via "Web" does not work as my credentials can't be authenticated with any option 

Any other options?

[v-shex-msft · Accepted solution]

Hi @Prakest,

Perhaps you take the following document to direct use the file stored in the online onedrive/SharePoint.

Use OneDrive for Business links in Power BI Desktop - Power BI | Microsoft Learn

This file will use onedrive refreshes on the power bi service side after you finish configuring the data credentials.

Data refresh in Power BI - Power BI | Microsoft Learn
Regards,

Xiaoxin Sheng