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AFoulk
Helper II
Helper II

Data source for network drive using on-premises gateway

I am currently connected to data sources on our SQL Database and can schedule refreshes fine for a report and dashboard that only use the SQL database, but when I want to schedule a refresh on a report or dashboard also using some excel files on 1 of our Network drives, I'm not sure how to create a data source connection for the network drive. How can I do this? Would it be done through the folder or file options somehow or something else I'm not thinking of?
2 ACCEPTED SOLUTIONS
v-yuezhe-msft
Microsoft
Microsoft

@AFoulk,

How do you connect to these files in Power BI Desktop? If you use Excel connector in Power BI Desktop to connect to  your files, please follow the guide in this similar thread to add all the Excel data sources within gateway.

However, if you use Folder connector in Power BI Desktop to connnect to your files, please add data source within gateway using Folder option.

Regards,
Lydia

Community Support Team _ Lydia Zhang
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

After speaking some more with our IT Manager, the problem was the link address. I was using the drive letter with the path following but it needed to begin with our server name first so it was the full technical path.

 

The worked for the gateway, then I discovered I had to update all of my individual sources accessing that drive to change to that full path as I had went in through "My Computer" and what I needed to do was actually paste the same path listed in the gateway. Now everything work and presents the ability to schedule refresh.

 

Super thrilled that is all squared away now!

View solution in original post

5 REPLIES 5
v-yuezhe-msft
Microsoft
Microsoft

@AFoulk,

How do you connect to these files in Power BI Desktop? If you use Excel connector in Power BI Desktop to connect to  your files, please follow the guide in this similar thread to add all the Excel data sources within gateway.

However, if you use Folder connector in Power BI Desktop to connnect to your files, please add data source within gateway using Folder option.

Regards,
Lydia

Community Support Team _ Lydia Zhang
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

Hello Lydia,

I have been connecting directly to individual Excel files. I believe it will become more simplified to use a single folder so after reading some more into this I decided to move the core files into a new folder because I did not want all of my files on that drive to be loading through that folder option. I first tried connecting to the main network folder but it was loading every single file into a very long list and was certainly unneeded like that.

 

My current snag seems to be when I try to create the gateway connection for the folder when on the Power BI Service under Manage Gateways. It is not connecting and I had a thought that maybe the gatewat needs created first on our Server Gateway where it is actually installed and cannot be done just on the Service where I try to make the connection.

 

Does this sound like the correct way to move forward to you?

@AFoulk

What is your current error? Are you able to access the folder in the machine that installing gateway? 

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

After speaking some more with our IT Manager, the problem was the link address. I was using the drive letter with the path following but it needed to begin with our server name first so it was the full technical path.

 

The worked for the gateway, then I discovered I had to update all of my individual sources accessing that drive to change to that full path as I had went in through "My Computer" and what I needed to do was actually paste the same path listed in the gateway. Now everything work and presents the ability to schedule refresh.

 

Super thrilled that is all squared away now!

View solution in original post

@AFoulk,

Glad to hear the issue is solved, you can accept appropriate replies as answer to close this thread.

Regards,
Lydia

Community Support Team _ Lydia Zhang
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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