ฝัง
- เผยแพร่เมื่อ 6 ก.พ. 2025
- Unlock the full potential of your data with our latest tutorial on KratosBI! Learn how to seamlessly transition from Excel to Power BI and set up automatic refreshes to keep your insights up-to-date.
This tutorial is perfect for professionals and enthusiasts alike who want to enhance their data analytics skills.
📊 What You’ll Learn:
How to import Excel data into Power BI.
Setting up automatic data refresh schedules.
Tips for maintaining data integrity and security.
🔗 Key Takeaways:
Improve your data workflow efficiency.
Ensure your dashboards always reflect the latest data.
Enhance your Power BI expertise.
👨💻 Join the KratosBI Community: Subscribe to our channel for more Microsoft Fabric, Power BI, and data analytics tutorials. Share your thoughts in the comments below and join the data revolution!
📈 Stay Connected:
Visit our website: KratosBI Official Website
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Connect with us on LinkedIn: / wagnerchris
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#PowerBI #DataAnalytics #Excel #KratosBI #BusinessIntelligence #AutomaticRefresh
Mate, this video literally saved my job and mental health. I have been struggling to find the right solution to set auto refresh for months now and most of the videos I watched didn't really help. Your video is simple and straightforward. Answered all my queries. Thanks buddy, subscribed✌️
Well, thank YOU! Glad this helped.
Thanks a ton man. I was chasing my tail till I saw this video. It was very helpful.
@@anbee8127 glad it helped.
HALLELUJAH! Sir, this is the SINGLE most helpful tutorial I have found for autorefresh. I have struggled with this for a solid three months now battling with the gateways. THANK YOU!
Glad it helped!
Thankyou so much for this video. I was ready to lose my mind trying to figure this out!
Right? It's crazy difficult if you do not know this trick.
Finally! Thank you so much, I've tried everything and this is the only guide that had worked for me. Simple yet effective! Thank you!
Glad you found it helpful. Sometimes the simple solutions are the best!
Thank you so much for this!!!!!!
Most welcome! 😊
So if I add new data to my Excel sheet from SharePoint and hit refresh, it will automatically update the Power BI report with the new data? Thanks for this, super helpful!
This is SPOT ON! So nice, right?
@@ChrisWagnerDatagod I can attest that this works - thanks!
I have another question: I have a dataset with a Date column, Student ID column, and College column. Students change colleges from month to month and that transfer is captured in this report. How the $%$#%#$ can I track the # of transfer cases per month? I've been trying with the paid version of ChatGPT for 2 days now with no results and I'm about to die of frustration. Do you have a video that can help me?
Hi! This helped a lot to update the semantic model if I make changes to the Excel. It appears almost immediately.
But If I make a report from the semantic model, for some reason that isn't updated. Do you have a solution?
I would honestly have to see how this is even possible. Sorry. I tried to recreate and I am not seeing this happen.
@@ChrisWagnerDatagod Thank you!
thank you very much, love from brazil and china!!!!
Thanks! I love Brazil and China too.
Hi, thank you for the tutorial, was super helpful! However I have a question, for some reason when I make updates to the excel file but ensure the name is the same and hit refresh on powerbi, the changes are not reflected. My goal is to upload to powerbi service and I will be updating this file. What I understand is that through this method a cach file is being created which does not get updated. To see the changes I had to change the file name and then uplaod the data source again. Thank for your help!!
You need to refresh the semantic model in PowerBI once the file is updated.
why not to use workbook or excel options or in other words when to use them over web?
Great question. These can be used if you have a local file & no access to OneDrive. I have pressed for these buttons to be removed or fixed to automatically switch to the URL if the file is out on OneDrive. Mapping from a file on the C drive really dates back 15+ years ago when these other tools were not readily available.
How do you make this work when someone is sending you a new csv file every week with the same columns but more rows (No way to access the actual Oracle source). If I replace the existing file, will the link stay the same? Will the refresh work?
This should still work.
Many thanks for this informative video. Really like your style.
Question: I created a desktop Power BI report using an Excel file provided by a person at another company (call it Company ABC). I started by saving the Excel on my local drive and then used the local path as the data source for the report. I made edits to the Excel file tables and columns. I now need to share the report and Excel file back to the person at Company ABC. They want to upload the report to a workspace. And then be able to add rows of data to the Excel and have the report automatically update w new data.
I will have the user save the Excel to a sharepoint folder. I can see from your video here how to get the sharepoint path for the Excel. But from here the question is how and where do I change the data source for the Semantic model for Report? How do I preserve the work in the report while repointing to the sharepoint version of the Excel file?
I am glad that you like the content. Switching the values can be a bit tricky, but it's not terribly hard. You will go to Transform data>>Then edit the Power Query code. Let me try to get a video out for this.
Video to show this off is out - th-cam.com/video/yCAytr3e2uM/w-d-xo.html This will go live on 12/17. Become a member to see it early. :)
Sir, I have a question, what if I enter more than one excel data, do I need to repeat the steps from the beginning such as entering links and so on or I just need to enter the excel data into one drive?
You will have to do this for each Excel source (even if the 1 excel file has 2 different tables).
Do we need to paste data in teams daily? Or is there anyway to automate that also?
I would use this Excel to Power BI method if you already had an Excel that you wanted as a data source. I would look to connect Power BI directly to the other source if you were trying to automate the end to end process and NOT include Excel in the import strategy. Maybe have an Excel to show the data loaded in PowerBI, but not the other way around.
I'll give it a go thanks
Let me know how it works for you.
Thank you for this great video. But I have a problem that When I refresh this not update new table in my excel file. Just update data in old table. How we can update a new table or new column in power BI from excel oneline?
Any model changes like a new column or new column definition (string becomes an integer), you need to do that in Power BI Desktop and then republish the report.
Thanks much
Most welcome!
Hands down great video. was looking for this. what if you'd like to refresh more than 4 tunes.
With Power BI Pro you can refresh up to 8 times a day. With PPU or Fabric, you can refresh as many times as you want. The UI allows you 48 times (on the hour or half hour), but you could use Power Automate or other tools to refresh more often.
It's good of its just one, but it will create a gateway connection for each file so it's a nightmare to manage the credentials when they expire. Also you can't leverage range names. Sharepoint.Contents might be the best way forward. A lot less pain to set up too.
You do not need a gateway for these. :)
GREAT
Glad you found this helpful
Do u know, How amazing u r 🥰🥰 U helped me a lot 🙂🙂
My pleasure 😊
Thank you so much is so useful !
Glad this was helpful!
Edit Credentials button not appearing to me. Any tips?
Can you take over the connection under the refresh settings?
Thanks !
Welcome!
Thank you! This helped a lot!
Glad it helped!