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Embedded report refresh on data change.

  • 1.  Embedded report refresh on data change.

    Bronze Contributor
    Posted 5 days ago
    I am currently working with this scenario:
    Simple Excel table stored in a SharePoint document library.
    Simple Power BI report containing one chart visualization from the Excel datasource and published to app.powerbi workspace.
    Using the File/Publish to Web option in app.powerbi, I generate the <iframe> embed code.
    Back In Sharepoint, I embed the <iFrame> code on a page and viola!, the chart is visible to all SharePoint users, with or without a PowerBI license.
    So far, so good.
    Now the big question, will the embedded chart refresh when the underlying excel data changes? Will/Can this happen automatically? (I do realize that there is a time lag of up to an hour before newly published data becomes available to linked reports, which is no problem).
    Any definitive answers out there?


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    Pete Hay
    BI Report Developer
    5034457155
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  • 2.  RE: Embedded report refresh on data change.

    Silver Contributor
    Posted 4 days ago
    Hi Pete,

    This is the method we currently use to share our reports.  Although, we use the Embed in SharePoint option instead of Publish to Web due to our client content.  We save our pbix file on SharePoint, and set the Schedule Refresh in the workspace.  We are not using a Premium sku, just an EM1, so our auto-refresh is nightly.

    I had read several articles trying to figure out the refresh issue and the trick seemed to be us saving the pbix on SharePoint.

    Hope that helps.

    ------------------------------
    Holly Kramer
    Digital Design Application Specialist
    Interior Architects
    Houston TX
    713-481-3161
    ------------------------------



  • 3.  RE: Embedded report refresh on data change.

    Bronze Contributor
    Posted 4 days ago
    Holly,
    That did not seem to help in my situation. When I edit my credentials, none of the authentication work.


    ------------------------------
    Pete Hay
    BI Report Developer
    5034457155
    ------------------------------



  • 4.  RE: Embedded report refresh on data change.

    Silver Contributor
    Posted 4 days ago
    Hi Pete - I have not seen that error before in our work.  Have you tried the Embed on SharePoint option from the workspace to see if it works better?  For us, the only thing we have to check is that anyone who is viewing SharePoint is added both in the workspace and on the SharePoint page.

    This method is manageable for us right now at a small scale, but we're working on developing an external web portal to host our dashboards to as our Power BI use expands.

    ------------------------------
    Holly Kramer
    Digital Design Application Specialist
    Interior Architects
    Houston TX
    713-481-3161
    ------------------------------



  • 5.  RE: Embedded report refresh on data change.

    Bronze Contributor
    Posted 4 days ago
    My requirement is the report must be viewable by all SharePoint org users with or without a Power BI Pro license. The <Iframe> embed solution seems to be my only choice.

    ------------------------------
    Pete Hay
    BI Report Developer
    5034457155
    ------------------------------



  • 6.  RE: Embedded report refresh on data change.

    Posted 3 days ago
    @Pete Hay​, your Power BI report should reflect the latest data from your Excel data source when refreshed. Make sure that your data source and credentials are included in your On-premise Data Gateway.

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    Hachi Adachi
    Corporate Planning Manager
    317-421-8606
    ------------------------------



  • 7.  RE: Embedded report refresh on data change.

    Bronze Contributor
    Posted 3 days ago
    (This is not an on-premise scenario)
    Problem solved (with the help of MS Tech support).
    Step 1. Excel datasource stored in SharePoint. Do NOT use the SharePoint function to copy the link to the file. You get extraneous characters. Instead, open the file from SharePoint using the Excel desktop application, go to File/Info and copy the path to the file that is listed directly under the filename at the top of the window.
    Step 2. In PowerBI desktop when creating your data connection, do NOT use the Excel connector. Instead, use the "Web" connector. Paste the path that you copied in the previous step to the URL field and use "Organization" as your authentication type. (Organization choice may be listed as "Oauth" depending on the dialog box).
    This allowed me to set the refresh in the PowerBI web app.

    ------------------------------
    Pete Hay
    BI Report Developer
    503-445-7155
    ------------------------------



  • 8.  RE: Embedded report refresh on data change.

    Posted 2 days ago
    @Pete Hay, Oops, sorry, I missed the part that your Excel file is stored in SharePoint Online. Thank you for sharing the solution.

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    Hachi Adachi
    Sr. Strategic Analytics Manager
    ------------------------------