How to auto refresh report with Sharepoint folder as source?

[Rio]

Hi All,

So i have this reports created in PBI desktop and published in on service and my source is Sharepoint Folder. Do i need gateway for this? because the team who manages the said sharepoint just added a file but my report did not reflect the added file even if i refreshed the report in PBI service. And i also can't schedule a refresh because it says that i have an invalid credentials which i don't know why since i'm using the same credentials as my other reports that has a successful autorefresh schedule.

So my workaround is to refresh the report in PBI desktop and republished.

BTW, I have tried to add a gateway but i keep on getting "Unable to connect" error.

Can someone help me how to refresh my report without going through PBI desktop?

If this is a solved issue, please point me to that discussion. thank you so much. 🙂

-Rio

[v-juanli-msft]

Hi @Rio

How do you connect to the dataset with gateway?

Please have a look at this article to check if it works for you.

Configuring SharePoint/Folder refreshing using On-Premise Gateway

Best Regards

Maggie

[Rio · Accepted solution]

Hi @v-juanli-msft,

Thank you for your reply. I just found out that i don't need to have a gateway for this. What i did was i changed the credentials i used and it worked. I can now setup the Scheduled refresh without using the gateway. I don't know what's with the previous credentials but i am just glad that the other is working. 

But i'll save this article for future reference. Thank you! 🙂

-Rio