DAY 15 - Refresh a data-set created from Excel file in POWER BI

If you want to see latest data of an excel workbook into your POWER BI Report then you have to follow these steps.

> Open Power BI Desktop
> Refresh the data-set
> Publish the POWER BI Report again
> Open POWER BI SERVICE to see the changes at website - http://app.powerbi.com/

Isn't it a tedious process ?

You just need to install a gateway executable file (On-premises data gateway (personal mode).exe) and configure it to automate the refresh. Yeah, it's so simple !!!!


Step 1: Update your excel workbook with latest data-set




Step 2: Launch the Personal Gateway and enter your email Id to configure it.

Now it's ready to be used !!!

Step 3 : Now you have to login to POWER BI Service and open the data-set which needs to be refreshed automatically.

I have already created a POWER BI REPORT with name - "INDIA COVID-19 TRACKER " and its associated data-set is having same name.

We have to configure highlighted sections to automate the refresh.




Step 4 :  Gateway Connection :
POWER BI SERVICE will detect Personal Gateway connection name automatically and it'll appear here ,if your personal gateway is ready to be used.



Step 5: Data source credentials:

  You need to enter your Windows System credentials in this section and then click on "Sign in"




Step 6: Scheduled refresh:

You have to enter data for below attributes accordingly to schedule the refresh

a. Refresh frequency
b. Time Zone
c. Add Time (Optional)
d. Send refresh failure notifications to the data-set owner (Optional Checkbox)
e. Enter Official Email Id if above Checkbox is marked

Once you have entered these details, click on Apply button.





Step 7 :  Ahh Great !!! Now we have scheduled the refresh. It's going to pick latest data from excel at 10 AM daily. We just have to make sure that personal gateway is running on our local system.




#RR #Day15  #Excel #PowerBI #SchedulePowerBIReport #HappyLearning #WeLearnEveryday



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