#Power bi desktop automatic refresh update#

send email notification if the dataflow refresh failed Overall flow You can also capture the failure details and send a notification (or you can add a record in a database table for further log reporting) in the case of failure. Refreshing Power BI dataset through Power Automate is an ability that we had for sometime in the service. refresh Power BI dataset from Power Automate In the event of successful refresh of the dataflow, you can then run the refresh of the Power BI dataset. checking if the dataflow refresh was successful Refresh Power BI dataset For doing this, you can choose the result of refresh to be Success. You can choose the proper action in each case. The dataflow refresh can succeed or fail. Dataflow setting in the Power Automate dataflow connector Condition on success or fail You can then choose the workspace (or environment if you are using Power Platform dataflows), and the dataflow. Trigger for when the dataflow refresh completes Choosing the dataflow Power Automate recently announced availability of a connector that allows you to trigger a flow when a dataflow refresh completes. streamline the refresh of Power BI dataset automatically after successful refresh of the Power BI dataflow Power Automate connector for dataflow In fact, you can do a scenario like below. It would be great if you can get the Power BI dataset refreshed right after a successful refresh of the dataflow. If you are using both dataflows and datasets in your Power BI architecture, then your datasets are very likely getting part of their data from Power BI dataflows. Let’s see in this blog and video, how this is possible. One of the recent updates from the data integration team of Power BI made this available for you. This will work to a point but will fail when you schedule a refresh.Streamline Power BI dataflow and dataset refreshĭo you have a Power BI dataset that gets data from a dataflow? have you ever thought “can I get the dataset refreshed only after the refresh of dataflow completed and was successful?” The answer to this question is yes, you can. This may seem like a logical thing, especially if you use SharePoint, but this is a sharing link that you provide someone in an email and will not work as a data source for Power BI. If you click on the More Detail, three horizontal dots, you will have various options as shown below. Once you have the Excel file in a OneDrive folder, navigate to the file. Get the URL to the Fileįirst, one of the most common mistakes in this process is how you get a link to share the file.

#Power bi desktop automatic refresh update#

If you want a group of people to update the excel worksheet, then you maintain security at the folder level or share the file just as any other file in OneDrive or a SharePoint library. If you need different security on a file, create a new folder.įor Power BI, you do not need to give the users of your dashboards access to the folder, but an account that you will use to allow Power BI Refresh Service, to access the folder. You should, at a minimum, use the folder to maintain security and you can allow all files within the folder to have the same security.

This will lead to confusion down the road as you try and maintain good security practices.

In your document management routines, you should not create special security for each file in a directory. The link to the file we are using provides an example A note for later, you will need to remove the “?web=1” when we use the link. You can see this in the links and security setup. OneDrive for Business is set up as a SharePoint document library. The following walkthrough will show you how you can leverage this feature for your own solution. One of the challenges for users with Power BI is being able to use a data source that you can update and flow those changes to your Power BI dashboards and reports. Using an Excel file in OneDrive for Business allows you to have multiple users update data, connect to a data source and schedule an automated refresh without having a lot of infrastructure.