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Hi,
I have the following articles in attempting to understand automatic data refreshes in the Power BI Service when the data source is in One Drive.
https://docs.microsoft.com/en-us/power-bi/refresh-desktop-file-onedrive
I am on the understanding that the following steps will lead to a Power BI report, in the Service, will be automatically updated, without the need for manual/scheduled refreshes, if the report's data is held in One Drive (in my case One Drive for Business). These are the steps I've followed:
1) Created a CSV file on my computer.
2) Uploaded that same CSV file to the One Drive for Business (ODfB) location.
3) Took the ODfB path (via the open in Excel route).
4) Created a Power BI Desktop report using the Web data source connection and placing the ODfB path as the Web data source connection (removing the ?.aspx postfix).
5) Published the Power BI Desktop report to the Service account.
5) Ensure the web connection, via the 'Schedule refresh' section, was configured will Organizational credentials.
6) Then placed a Tile from the published report to a Dashboard.
7) Then went to the ODfB CSV file and ameneded the data (added some new rows) and save the file.
😎 Refreshed the Power BI Service browser.
9) Viewed the Tile, expecting to be updated with the amended data, and find the data hasn't been updated. Clicking the Tile took me to the report and that wasn't updated either (both the Tile and Report page matched and hadn't been updated).
I actually tried the refreshing of the Power BI Service Dashboard a number of times over the course of an hour, hoping to see the data updated and it hadn't been. The data did refresh when I scheduled a data refresh. So I know the CSV in ODfB could be reached but just by scheduling refresh.
I tried another way to have One Drive for Business data changes automatically updated in the Power BI Service. These steps were:
1) Created a CSV file on my computer.
3) Created a App Workspace.
2) Clicked on the newly created App Workspace and then chose 'Files'. This brought me to the SharePoint page where I uploaded that same newly created CSV file to that location.
3) Created a Power BI Desktop report using the Web data source connection and placing the SharePoint path as the Web data source connection (removing the ?.aspx postfix).
5) Published the Power BI Desktop report to the newly created App Workspace in the Service account.
5) Ensure the web connection, via the 'Schedule refresh' section, was configured will Organizational credentials.
6) Then placed a Tile from the published report to a Dashboard.
7) Then went to the SharePoint CSV file and ameneded the data (added some new rows) and save the file.
😎 Refreshed the Power BI Service browser.
9) Viewed the Tile, expecting to be updated with the amended data, and find the data hasn't been updated. Clicking the Tile took me to the report and that wasn't updated either (both the Tile and Report page matched and hadn't been updated).
Am I mis-understanding things? I thought one of the benefits of using an One Drive (SharePoint) page as the data source location was the ability for the amended data to be reflected in the Power BI Service report without the needing for manual, or scheduling of, refreshes.
Thanks in advance.
Solved! Go to Solution.
Hi @Anonymous
Please have a look at the document:Refresh a dataset stored on OneDrive or SharePoint Online
'When you store a Power BI Desktop file on OneDrive or SharePoint Online, any data you’ve loaded into your file’s model is imported into the dataset, and any reports you’ve created in the file are loaded into Reports in the Power BI serviced. When you make changes to your file on OneDrive or SharePoint Online, such as adding new measures, changing column names, or editing visualizations, once you save the file those changes will be updated in the Power BI service too, usually within about an hour.'
Some threads for your reference:
Regards,
Hi @Anonymous
Please have a look at the document:Refresh a dataset stored on OneDrive or SharePoint Online
'When you store a Power BI Desktop file on OneDrive or SharePoint Online, any data you’ve loaded into your file’s model is imported into the dataset, and any reports you’ve created in the file are loaded into Reports in the Power BI serviced. When you make changes to your file on OneDrive or SharePoint Online, such as adding new measures, changing column names, or editing visualizations, once you save the file those changes will be updated in the Power BI service too, usually within about an hour.'
Some threads for your reference:
Regards,
Thanks @v-cherch-msft
It was this link that helped me achieve what I needed:
https://community.powerbi.com/t5/Integrations-with-Files-and/Automatic-Refresh-not-working-when-conn...
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