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Manage Power BI Data Refresh-Series 4 of 4

Now that the Excel file is connected to the Power BI Service, it should be automatically be setup to refresh the report data every hour but to confirm or make changes review the steps below:

Step 1: Select “Data hub” on the left side bar and then settings on the 3 ellipses next to the Excel data file:

Go to Data Set Settings in Power BI
Go to Data Set Settings in Power BI

Step2: The “OneDrive refresh” should be toggled on by default.  Select the toggle to turn it off or do nothing leave it on:

Turn On OneDrive Refresh In Power BI
Turn On OneDrive Refresh In Power BI

When the data refresh service is turned on you can see the last refresh date and time at the top of the report page.

Power BI Data Refresh Status
Power BI Data Refresh Status

If the data refresh is turned off you will need to manually refresh the data in your Power BI reports shown in the two screen shots below.  First click Edit.

Power BI Manual Data Refresh 1
Power BI Manual Data Refresh 1

Then select Refresh.

Power BI Manual Data Refresh 2
Power BI Manual Data Refresh 2

Below are two sets of screen shot; first, is the Excel master data file and the Power BI Report showing the same data:

Excel Data Set
Excel Data Set

 

Power BI Report Connected to Excel File
Power BI Report Connected to Excel File

 

Updated Excel Data Set
Updated Excel Data Set

 

Power BI Data Refresh
Power BI Data Refresh

 

Click on the links below to go to each blog post in the series:

Series Summary: Using Power Automate to Move, Rename, and Copy Excel Content to Another Excel File-Click Here!

Series 1 of 4: Copy Email Attachment to SharePoint and Rename-Click Here!

Series 2 of 4: Copy Excel Content (Dynamic) from Excel file to Another-Click Here!

Series 3 of 4: Connect Power BI to Excel-Click Here!

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