Okay, maybe I'm approaching this all wrong, conceptually, but nothing I've done works - so please help clarify what I want/need is setup correctly.
- I want coworkers to see pivot tables dynamically (refreshed a couple times a day, but at least daily) in my Excel workbook. I don't need charts/dashboards (yet?) - just summarized pivot tables.
- I pull data using PowerQuery from Salesforce and in-house tables on OneDrive and Sharepoint; I then manipulate it in the DataModel and display a PowerPivot table.
- I have shared these workbooks both on Sharepoint and OneDrive with coworkers.
I have PowerBI Gateway and I've tried scheduling refreshes for these - both as reports and datasets, BUT no data is "new" in the workbooks (when there isn't an error). I have to go into the workbooks and manually refresh. I just want my coworkers to have new data without me having to manually refresh.
Have I structured something wrong? Am I trying to make PowerBI do something it wasn't intended?
Any suggestions?
Thank you.
