Auto Refresh

[Anonymous]

Can someone answer a general question on Refresh? Been looking online but getting a little confused.

If importing an excel file into Power BI just using the Power BI service (not desktop)-----can the dashboard be set up to do an auto refresh so that is captures any new updates in the excel file?  or does it have to be done manually? The excel file is constantly updated throughout the day.

Thanks!

[v-shex-msft]

HI @Anonymous,

Nope, you cant directly achieve auto refresh on local files.
I'd like to suggest you move this file to SharePoint or onedrive, then you can get data from them to enable the onedrive refresh which not required to use the gateway to managed refresh.

Data refresh in Power BI 

Regards,

Xiaoxin Sheng

[Sumanth_23]

hi @Anonymous - you can shedule refreshes refreshes, if the excel file is on your a on-prem machine then you would need to setup data gateway for scheduled refreshes. 

Alternately you can upload the excel file to OneDrive or Sharepoint - any excel source file posted on OneDrive / Sharepoint is automatically refreshed ever hour - you can refer to the below Microsoft documentation on the same:

https://docs.microsoft.com/en-us/power-bi/connect-data/refresh-excel-file-onedrive

https://docs.microsoft.com/en-us/power-bi/connect-data/refresh-desktop-file-onedrive

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