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Power BI

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Excel Formula | Macro | Script

Power Automate: refresh Power BI

From the Power BI Service, I can schedule the refresh but, for instance, there is no option to do it monthly or each time a change is made in a folder sharepoint. I will explain how to do it from the Power Automate. To start, I click on “create” then choose one of those 2 options:

power automate

  • Automated cloud flow: to select if I want to update the excel table automatically based on a specific action. In search, put “sharepoint when file created or modified” then select this option:
    power automate NOTE: make sure to select the “properties only” one
    Click on the option to fill all fields from the left panel that just appears:
    power automate
  • Scheduled cloud flow: to select if I want to update the excel table automatically based on a date. Click on “minute” to see more options. For my example, I select “month”:
    power automate Click on the option to make appear the left panel then fill only the “time zone” field:
    power automate

Let’s keep with the date. From now, the following steps are the same for both. Click on the “+” to add a new step then in the “search” field, put “refresh power bi” to select this option:

power automate

Fill all the fields:

power automate

Click on save then click on test:

power automate

If all go well, this message will show:

power automate

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