Excel to Power Bi (automatic refresh in Sharepoint)

Question

Dear Microsoft-Community,

I have the problem, that I get Excel files regularly saved to the Microsoft Sharepoint. I want to show the data (in Confluence) via Power Bi (which isn't a problem). Since this takes fairly long I need to automatic refresh the Power Bi every ~15min and if the uploaded Excel file is changed, so the people who need the data can see it right away. Is there a simple way to get this done with just Excel and Power Bi in the sharepoint environment?

Yours sincerely F.

Answer 1

Hello Its_me_Felix,
There are a few possible ways to achieve this with just Excel and Power Bi in the sharepoint environment, such as:

• Using the Power Automate service to create a flow that triggers a refresh of the Power Bi dataset whenever an Excel file is modified in Sharepoint
• Using the Power Bi gateway to connect to the Excel files in Sharepoint and schedule a refresh of the dataset at regular intervals
• Using the Power Bi REST API to programmatically refresh the dataset using a script or a web app

Hope this helps,

Fathia A

Answer 2

Certainly! Here's a summarized version:

1. **Store Excel File on SharePoint:** Save the Excel file in a SharePoint document library.
2. **Connect Power BI to SharePoint:** Use Power BI Desktop to connect to the SharePoint folder where the Excel file is stored.
3. **Combine and Load Data:** Combine Excel files in Power BI, transform data if needed, and load it into the report.
4. **Schedule Automatic Refresh:** Publish the report to Power BI Service, enable scheduled refresh (e.g., every 15 minutes) in the service settings.
5. **Set Up Versioning in SharePoint:** Enable versioning in SharePoint to track changes in the Excel file.
6. **Testing:** Verify the setup by making changes to the Excel file; Power BI should automatically refresh with the updated data.