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Hi
Objectives:
Excel document
Read from Sharepoint/one drive folder csv files
Real time connection (any time the file is dropped, it will refresh, or at least refresh upon opening)
Other users can open the excel and see the latest info/refresh, not just the creator
So far, I've only found a way to connect to SP/one driver if I use Power BI desktop but then I have to republish to power bi app for the data to then be refreshed in excel as I am using that dataset.
Can anyone please advise if I can take Power BI out of the equation, read from SP folder and have it automatically update all in 'Power Query/Get and Transform' instead?
thanks
Solved! Go to Solution.
Hi @melimob ,
As I know, when you use "live connection", you should get the newest data when you set schedule or use "refresh now". If you use sharepoint online, Power BI checks about every hour if a dataset connected to a file on OneDrive or SharePoint Online requires synchronization. Or you also could set schedule or use "refresh now". You could refer to refresh-data for details. I think the users could view the newest data when they open report or click refresh in report page.
Best Regards,
Zoe Zhi
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
@melimob the only way to get it to refresh automatically when a new file is dropped is to create a Flow using Power Automate that will monitor that folder for new/updated files, then trigger a data refresh. However, normal workspaces can only be refreshed this way 8 times a day, and Premium workspaces 48 times a day. Any refreshes triggered beyond that will not happen. You can manually refresh as many times as you like though.
For more detailed assistance, I recommend you ask in the Power Automate forum on how the Sharepoint and Power BI connnectors work, and how to build your flow.
DAX is for Analysis. Power Query is for Data Modeling
Proud to be a Super User!
MCSA: BI Reporting@melimob the only way to get it to refresh automatically when a new file is dropped is to create a Flow using Power Automate that will monitor that folder for new/updated files, then trigger a data refresh. However, normal workspaces can only be refreshed this way 8 times a day, and Premium workspaces 48 times a day. Any refreshes triggered beyond that will not happen. You can manually refresh as many times as you like though.
For more detailed assistance, I recommend you ask in the Power Automate forum on how the Sharepoint and Power BI connnectors work, and how to build your flow.
DAX is for Analysis. Power Query is for Data Modeling
Proud to be a Super User!
MCSA: BI ReportingHi @melimob ,
As I know, when you use "live connection", you should get the newest data when you set schedule or use "refresh now". If you use sharepoint online, Power BI checks about every hour if a dataset connected to a file on OneDrive or SharePoint Online requires synchronization. Or you also could set schedule or use "refresh now". You could refer to refresh-data for details. I think the users could view the newest data when they open report or click refresh in report page.
Best Regards,
Zoe Zhi
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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