cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
nachiketjoshi Frequent Visitor
Frequent Visitor

Scheduled or auto-refresh for desktop version

Hi,

 

I have created a report in my Power Bi Desktop. I have connected an Excel file from my OneDrive in the Desktop Report. Now I have published the same on Power BI Online and shared that dashboard with other people.

 

My question is how do i refresh the online dashboard? I can refresh the source (Excel File) on OneDrive but do I need to open Desktop Version Report and then refresh and then publish it every time? Can I refresh Online version directly from excel file without openeing and refreshing Desktop Version?

1 ACCEPTED SOLUTION

Accepted Solutions
zoloturu
Advisor

Re: Scheduled or auto-refresh for desktop version

@data@nachiketjoshi,

 

Option 1:

  1. Power BI Service -> Go to Get data -> Choose File -> OneDrive for Business -> Sign in -> Select file (Excel/CSV). Remember file name because it will become a name of Power BI Service dataset.
  2. Power BI Service -> Create -> Report -> Select dataset you've created in #1.
  3. Then you can build your visuals on the report.
  4. Then your dataset will be updated each hour by default.

 

Option 2:

  1. Install Data Gateway on your computer and sign in with your Power BI Service account there.
  2. Then delete your old dataset from Power BI Service.
  3. Go to Power BI Desktop and open your report -> Publish it to Power BI Service.
  4. Then you can go to dataset settings in Power BI Service and set a Scheduled refresh for 8 times per day.

 

5 REPLIES 5
zoloturu
Advisor

Re: Scheduled or auto-refresh for desktop version

Hi @nachiketjoshi,

 

  1. Do you have OneDrive for Business?
  2. Do you have Power BI Pro license?
  3. Do you have admin rights on your computer?
Highlighted
nachiketjoshi Frequent Visitor
Frequent Visitor

Re: Scheduled or auto-refresh for desktop version

HI,

 

Yes I do have OneDrive and Power BI Pro. And yes, I do have admin rights for my computer.

zoloturu
Advisor

Re: Scheduled or auto-refresh for desktop version

@data@nachiketjoshi,

 

Option 1:

  1. Power BI Service -> Go to Get data -> Choose File -> OneDrive for Business -> Sign in -> Select file (Excel/CSV). Remember file name because it will become a name of Power BI Service dataset.
  2. Power BI Service -> Create -> Report -> Select dataset you've created in #1.
  3. Then you can build your visuals on the report.
  4. Then your dataset will be updated each hour by default.

 

Option 2:

  1. Install Data Gateway on your computer and sign in with your Power BI Service account there.
  2. Then delete your old dataset from Power BI Service.
  3. Go to Power BI Desktop and open your report -> Publish it to Power BI Service.
  4. Then you can go to dataset settings in Power BI Service and set a Scheduled refresh for 8 times per day.

 

nachiketjoshi Frequent Visitor
Frequent Visitor

Re: Scheduled or auto-refresh for desktop version

The problem with first one is that I will have to create the enite report again.

 

But second solution works! I simply uploaded my original pbix and now I can schedule the refresh through Data Gateway. 

 

Additional Tip : The same gateway works for Power Apps as well!!

 

Thanks a lot! 

zoloturu
Advisor

Re: Scheduled or auto-refresh for desktop version

@nachiketjoshi,

 

Good to hear that it is optimized for you! 

You are welcome!

Helpful resources

Announcements
Community Highlights

Community Highlights

Find out what's new in the Power BI Community!

Summit North America

Power Platform Summit North America

Register by September 5 to save $200

Virtual Launch Event

Microsoft Business Applications Virtual Launch Event

Watch the event on demand for an in-depth look at the new innovations across Dynamics 365 and the Microsoft Power Platform.

MBAS Gallery

Watch Sessions On Demand!

Continue your learning in our online communities.

Top Kudoed Authors
Users Online
Currently online: 111 members 1,857 guests
Please welcome our newest community members: