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MCornish Regular Visitor
Regular Visitor

Refresh from file

Asking a question I'm pretty sure I know the answer to.

 

If we have a dataset that gets its data from a file on our file server (hosted in Azure) is there anyway to maintain this in the service, So when the dataset refreshes it pickes up the changes from the file, without having to host the file(s) in OneDrive or Sharepoint?

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Super User
Super User

Re: Refresh from file

@MCornish In short: "Yes".

1) You set up the gateway on a server. 2) You configure the data sources for the gateway in the Power BI Service using the appropriate authentication. 3) You add which report users can use the datasource. 4) The Reports (Desktop files) connect using the same data source connections you set up in the gateway. 5) The report is published to the Service 6) The dataset of that report needs to be connected to the datasource set up on the gateway. (If the user has permission - see #3 - they will see the gateway datasource in this step 7) Scheduled refresh is done on the dataset of the report after connecting to the gateway datasource.


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3 REPLIES 3
Super User
Super User

Re: Refresh from file

@MCornish "Hosted in Azure" - if this is still (Iaas - infrastructure as a service) in Azure that still behaves like your on premises hardware. You would require a gateway in order for Power BI to connect I believe. You can schedule a refresh within Power BI, or if you want the dataset to refresh when the file itself is updated, then you'd have to look at creating a seperate process outside of Power BI to recognize that, and initiate a refresh via API. Otherwise known as a "Push Dataset" -> https://docs.microsoft.com/en-us/rest/api/power-bi/pushdatasets


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MCornish Regular Visitor
Regular Visitor

Re: Refresh from file

I have an On Prem Data Gateway setup. 

 

Are you saying that if I specify a UNC path that the gateway has access to, I can just upload the PBIX and the link is maintained in the report refresh?

Super User
Super User

Re: Refresh from file

@MCornish In short: "Yes".

1) You set up the gateway on a server. 2) You configure the data sources for the gateway in the Power BI Service using the appropriate authentication. 3) You add which report users can use the datasource. 4) The Reports (Desktop files) connect using the same data source connections you set up in the gateway. 5) The report is published to the Service 6) The dataset of that report needs to be connected to the datasource set up on the gateway. (If the user has permission - see #3 - they will see the gateway datasource in this step 7) Scheduled refresh is done on the dataset of the report after connecting to the gateway datasource.


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