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It appears that any desktop report I build that uses an excel file on my computer to pull some of its data will not allow "Schedule Refresh".
I tested this by stripping out all the excel tables and just left the SQL Server tables and the Schedule Refresh worked perfectly and refreshed when I scheduled it to.
My question: Do I have to get rid of all excel file references to be able to schedule refreshes? I'm hoping all I have to do is move these excel files to maybe "OneDrive" and they will work.
I was using a Date Table in excel but was able to build a Date Table within the Power BI Desktop so that was helpful but I have an excel sheet that has budget numbers on it that's nowhere on our server so I almost need an excel file table but I also need to schedule refreshes.
Solved! Go to Solution.
@Anonymous Schedule Refresh to excel files using on-premise data gateway is supported. Have you ensured that you had latest data gateway installed and is up and running. Then ensure you have added data source reference (file path to excel file and credentials) to that gateway in power bi service. If you have those two steps completed then you should be getting option to schedule refresh for that dataset in power bi service. I have used excel and sql server data sources before and they work fine with schedule refresh.
@Anonymous Schedule Refresh to excel files using on-premise data gateway is supported. Have you ensured that you had latest data gateway installed and is up and running. Then ensure you have added data source reference (file path to excel file and credentials) to that gateway in power bi service. If you have those two steps completed then you should be getting option to schedule refresh for that dataset in power bi service. I have used excel and sql server data sources before and they work fine with schedule refresh.
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