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DJ1965
Frequent Visitor

Refresh from onedrive

Sorry, new to this.

I have an MI database that can save either an excel or csv file to a shared folder or to one drive.

Our IT is struggling with the Gateway, so I'm going with onedrive?

 

1. Is it better to have a CSV or Excel file?

2. Do I use this to create a new PBIX file in Power BI Desktop, save that to OneDrive and publish to Power BI, or

3. Ignore Desktop, go to Power BI and then pick up the CSV or Excel file via Get Data / Files and build in there.

 

I want the original file to be refreshed overnight, and then management to see the updated graphs when they walk in the next morning. Without a Gateway (which has stumped our IT provider), I'm not sure how to do this.

 

Any process/guide welcome to help me choose the type of file, where to save it, whether I use PowerBI or PowerBI Desktop.

 

thanks,

2 ACCEPTED SOLUTIONS

@DJ1965 Check out this article under the Excel workbook grid to make sure you set things up and get the refresh that you expect.


Looking for more Power BI tips, tricks & tools? Check out PowerBI.tips the site I co-own with Mike Carlo. Also, if you are near SE WI? Join our PUG Milwaukee Brew City PUG

View solution in original post

v-yuezhe-msft
Microsoft
Microsoft

@DJ1965 ,

You can also take a look at the following articles about refreshing Excel/dataset stored on OneDrive.

https://powerbi.microsoft.com/en-us/documentation/powerbi-refresh-excel-file-onedrive/
https://powerbi.microsoft.com/en-us/documentation/powerbi-refresh-desktop-file-onedrive/


Regards,

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

3 REPLIES 3
kehamilton92
Advocate I
Advocate I

Has anyone figured out how to use a folder in Onedrive as a location?  This works for me for a single file, but I am looking to point to an entire folder.

Thank you!

v-yuezhe-msft
Microsoft
Microsoft

@DJ1965 ,

You can also take a look at the following articles about refreshing Excel/dataset stored on OneDrive.

https://powerbi.microsoft.com/en-us/documentation/powerbi-refresh-excel-file-onedrive/
https://powerbi.microsoft.com/en-us/documentation/powerbi-refresh-desktop-file-onedrive/


Regards,

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.

@DJ1965 Check out this article under the Excel workbook grid to make sure you set things up and get the refresh that you expect.


Looking for more Power BI tips, tricks & tools? Check out PowerBI.tips the site I co-own with Mike Carlo. Also, if you are near SE WI? Join our PUG Milwaukee Brew City PUG

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