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Anonymous
Not applicable

Refresh data?

Hi!

I've been working within a .pbix desktop file and uploading it to a shared workspace (Online Service) when I'm done. My data is from an Excel file that I uploaded to OneDrive. I open the Excel file using the desktop app when I need to make changes to the data. The data will update in the OneDrive file since it automatically syncs.

I know that I can update the .pbix file on my desktop by hitting the refresh button, but how do I refresh the file in the online shared workspace?

Also, there will be a team working on this dashboard in the future. If someone else wants to edit the .pbix file will the data from the Excel sheet update if they hit refresh? I wasn't sure if the data in "Get Data" was linked to the Excel desktop app ( because I'm opening the OneDrive file on my desktop) or if it's linked to the web/cloud.

1 ACCEPTED SOLUTION
v-luwang-msft
Community Support
Community Support

Hi @Anonymous ,

You could refresh by Scheduled and on-demand.

v-luwang-msft_0-1622786302790.png

To learn more details ,you could read the following article:

Data refresh in Power BI

And about if other could refresh your report,you could learn about permission in workspace:

Organize work in the new workspaces in Power BI

v-luwang-msft_1-1622787939044.png

 

 

Wish it is helpful for you!

 

Best Regards

Lucien

 

View solution in original post

2 REPLIES 2
v-luwang-msft
Community Support
Community Support

Hi @Anonymous ,

You could refresh by Scheduled and on-demand.

v-luwang-msft_0-1622786302790.png

To learn more details ,you could read the following article:

Data refresh in Power BI

And about if other could refresh your report,you could learn about permission in workspace:

Organize work in the new workspaces in Power BI

v-luwang-msft_1-1622787939044.png

 

 

Wish it is helpful for you!

 

Best Regards

Lucien

 

GilbertQ
Super User
Super User

Hi @Anonymous 

 

You will configure the scheduled refresh in the dataset settings.

 

For others to update the PBIX they will have to get a copy of the PBIX


More details on how to configure the Excel scheduled refresh can be found here: Refresh a dataset created from an Excel workbook - cloud - Power BI | Microsoft Docs





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