Excel to Power BI with Automatic Refresh

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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!
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#PowerBI #DataAnalytics #Excel #KratosBI #BusinessIntelligence #AutomaticRefresh

Опубликовано:

16 сен 2024

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Комментарии : 18

@kathrynkickbusch1557 2 месяца назад

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!

@ChrisWagnerDatagod 2 месяца назад

Glad it helped!

@albedoguardian875 18 дней назад

Hands down great video. was looking for this. what if you'd like to refresh more than 4 tunes.

@ChrisWagnerDatagod 13 дней назад

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.

@nomad9296 3 месяца назад

I'll give it a go thanks

@ChrisWagnerDatagod 3 месяца назад

Let me know how it works for you.

@kryptu 3 месяца назад

Thanks !

@ChrisWagnerDatagod 3 месяца назад

Welcome!

@sak_5 28 дней назад

Thank you! This helped a lot!

@ChrisWagnerDatagod 27 дней назад

Glad it helped!

@anhkietlenguyen5847 19 дней назад

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?

@ChrisWagnerDatagod 13 дней назад

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.

@BernatAgulloRosello Месяц назад

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.

@ChrisWagnerDatagod Месяц назад

You do not need a gateway for these. :)

@jabannnnnnnnnnn Месяц назад

Edit Credentials button not appearing to me. Any tips?

@ChrisWagnerDatagod Месяц назад

Can you take over the connection under the refresh settings?

@satyanadiminti9140 26 дней назад

Do we need to paste data in teams daily? Or is there anyway to automate that also?

@ChrisWagnerDatagod 13 дней назад

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.