from power bi desktop I created a dashboard with links to Saleforce and with a link to an excel table on my computer.
from "edit query" I deactivated the updating of the excel file in the report (it must not update) and I uploaded the dashboard online so that I can share it.
the computer on which I have the excle file does not always stay on, when I go to create a scheduled update of the dashboard, it fails because it cannot connect to the excel file.
my aim is to keep the excel file because I created some measurements (so as not to redo them) and to update the dashboard
you have to update the dashboard with the saleforce dates but not with the excel file
Put the Excel file on SharePoint/Onedrive and import it from there.
Use web connector option in Power BI Desktop option and pase the link for the connected Excel file . It will work fine
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Hi dear community
I have a question please.
I want to open a Power BI report by clicking on an Excel button, but the problem is that the report is on the server, so we use Sharepoint and teams to get the files.
The .pbix file is also put on Teams and I don't know how to open it directly from the Excel button.
The report used to be local so I used this code to open it:
Sub cmdOpen_Click()
VBA.Shell "C:\Program Files\Microsoft Power BI Desktop\bin\PBIDesktop.exe C:\Users\nizar\Desktop\KPI.pbix"
End Sub
But now the report is on Teams, please Help.
PS: I can open it as a link, but it will only lead me to Teams where the report is placed, but I want it to open it directly on the application.
A Teams folder is actually a Sharepoint folder in disguise:
So you should be able to browse to the folder that contains your file in Teams, and then using the menu you should be able to select "Open In Sharepoint":
From there, you would use the normal methods of converting a Sharepoint address into a file location.
For example:
https://yoursite.sharepoint.com/sites/sitename/document_library/subfolder/test.pdf
Would become:
\\yoursite.sharepoint.com#ssl\sites\sitename\document_library\subfolder\test.pdf
I have an Excel file on SharePoint with data from an external data source (SQL Server). I want to setup an Office script to automate the refresh of the data and then trigger it via power automate. However, i am unable to get the data refreshed (even using the manual Refresh All button in Excel Online). It doesn't give any errors in the UI, shows as refreshing, but nothing changes.
I can refresh the data when i open in the Excel desktop app.
Any help on where should i check to get the data refreshed via Excel Online as well would be greatly appreciated?
TIA !
I am planning to deploy an Excel file where the users would only need to refresh to see the updated data. I can currently do this by sending out a new Excel file every time.
What I have:
Office 365
MariaDB on Digital Ocean
What I want:
Create a pivot table/data model connected to the database and have the data updated real time upon refresh.
I can do this on my own via ODBC but when sharing the file, it asks for the credentials which is saved on my ODBC file. Ideally, I don't want to share the credentials even though it's read-only.
Is there an alternative to ODBC so I can easily share the refreshable pivot table?
I have a setup on sharepoint with an excel data file linked to another excel file containing charts and pivot tables based on this first file. Both files are saved together in a shared folder. I then have a site page which contains the pivots and charts displayed as web parts. I want to be able to refresh only the data file and then see the pivot file and subsequent sit page update without having to open and click refresh on any of the files.
Is this possible?
Not sure which version you're using.
For SharePoint 2013, check Configure Excel Services data refresh by using external data connections
For SharePoint online, you maycheck this demo, while this should require user logon in.
I'm hoping this is possible.
The organization I work for has a Sharepoint site and I am able to Upload Files to pages, however I am not an admin on our Sharepoint. I'm not sure what the version is, I think its older (ie: 2005).
I have some Excel Reports I've built. The data for these reports is pulled from a SQL Server Database which I have full control over. I have setup a Job in SQL Server to run every 12 minutes, this procedure pulls in some data and updates a few tables. These tables are used to feed my Excel Reports.
I have a separate Scheduled task set to open my excel report(s) refresh the data connections and save as a PDF.
I would like to link to these PDF Files via our Sharepoint so that the VIPs can access the reports as they want, but they always see the most up to date report.
I was trying to link to a Shortcut to the PDF Files but SharePoint doesn't seem to like that. How do I make the SharePoint link point to the PDF File that is saved over every 15 minutes?
Thanks in advance,
Any insight is greatly appreciated.
The way I do it (newish version of Sharepoint) is make the save location for the PDF the network location where Sharepoint keeps the files for that site. Usually you'll have access to those if you can edit the Sharepoint site.
Here is a tutorial to find that network location.
EDIT: It very well may be disabled by the admin at the moment. But it looks like the functionality is there.
Given the age of your SharePoint (either 03 or 07), most of the modern tools that you could use to do this don't exist for you (Excel reporting, BI tools, etc). The easiest solution I can think of is to actually modify the other side of the equation. A few options:
Change your report to output two copies of the same file. One entitled (as an example) currentreport.xls and the other report20150626.xls . Put the link to the currentreport.xls in SharePoint.
Build an ASP.net page that runs the SQL query you have built and pull the data through a view. Since this would be pulled on demand, it may be a few more cycles of your SQL code, but indexing, caching and selective data pull can prevent this from being an issue. Put the asp.net code in an iFrame in a SharePoint content editor web part.
Build your report using SSRS and host the output of that in SharePoint using an iFrame.
Run a scheduled job in SQL that copies your current report data to a table and query that table instead of your normal report table. That way you only have one Excel file that points to a specific table so no need to update links. You can always keep copying data to specific files if you need a historical record and can't use the DB to store this data for you (though the amount of space that it would take to do so would be minimal).