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OneDrive Refresh

I'm pretty new to Power BI, so I'm not really well-versed in the interplay between datasets and reports in Power BI Service. I've read several articles indicating that if a dataset is loaded into Power BI Service, it will update automatically, roughly every hour, without the need for a typical scheduled refresh, which would otherwise be limited to eight times a day). 

 

I created a report in Power BI desktop using an excel file in OneDrive for Business as a data source. I connected to the excel file as a web data source by using the file's URL, as syncing the files to my local machine and connecting to the file that way would prevent the report from updating without my machine syncing. In order to take advantage of the OneDrive Refresh, I saved the pbix file in OneDrive as well, and imported the pbix file into the Power BI service as the dataset for the published report. As far as I understand, OneDrive Refresh regularly looks for changes in the dataset (in this case, the pbix file), and if there are updates, it automatically refreshes. 

 

Here's my question. Since the pbix file uses a separate excel file as a data source that is also saved in OneDrive for Business, will OneDrive Refresh look through the pbix file to the underlying excel dataset, and refresh that as well? I don't foresee making any additional changes to the pbix file itself, but the excel data source will be changed regularly. If this is possible, how do I take advantage of it? Is importing the excel file through the URL the correct method? If this isn't possible, what's the point of OneDrive Refresh at all? 

 

I've seen questions and answers that come close to my situation, but I haven't seen a response that addresses the "lookthrough issue" I'm facing. Any help would be greatly appreciated!

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Super User V
Super User V

Re: OneDrive Refresh

you're nearly there.

 

Storing the .pbix on the OneDrive is good practice, but has nothing to do with your issue.  .pbix files only live on the Desktop. Once the .pbix is "published" it will live on the Power BI service inside a workspace, split up into a dataset and a report (the latter is optional).  The dataset is what gets refreshed, and it gets refreshed form your Excel file on the OneDrive (NOT from the .pbix unless you re-publish. But that's a whole 'nother story).

 

Now, Microsoft claim that OneDrive changes are automatically propagated within the hour. However we have seen no solid evidence of that in our environment. So what we advise our developers is to add scheduling to the dataset "just in case".  Since it is a cloud data source no gateway is required.

 

Final note: There are subtle differences between these connectors: Excel, File, Web, Sharepoint Folder - they all can access your Excel file, but with varying efficiency.  Note that Sharepoint Folder is basically the same thing as native OneDrive. That's why I prefer it even though it is a tad slower than the other connectors.

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Super User V
Super User V

Re: OneDrive Refresh

you're nearly there.

 

Storing the .pbix on the OneDrive is good practice, but has nothing to do with your issue.  .pbix files only live on the Desktop. Once the .pbix is "published" it will live on the Power BI service inside a workspace, split up into a dataset and a report (the latter is optional).  The dataset is what gets refreshed, and it gets refreshed form your Excel file on the OneDrive (NOT from the .pbix unless you re-publish. But that's a whole 'nother story).

 

Now, Microsoft claim that OneDrive changes are automatically propagated within the hour. However we have seen no solid evidence of that in our environment. So what we advise our developers is to add scheduling to the dataset "just in case".  Since it is a cloud data source no gateway is required.

 

Final note: There are subtle differences between these connectors: Excel, File, Web, Sharepoint Folder - they all can access your Excel file, but with varying efficiency.  Note that Sharepoint Folder is basically the same thing as native OneDrive. That's why I prefer it even though it is a tad slower than the other connectors.

View solution in original post

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Community Support
Community Support

Re: OneDrive Refresh

Hi @PeterBlomfield ,

 

Check this document.

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

 

Best Regards,

Jay

 

Community Support Team _ Jay Wang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

Community Support Team _ Jay
If this post helps, then please consider Accept it as the solution to help the other members find it.

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