How to Schedule REFRESH on File & Folder Sources in Power BI

Automate your Power BI report refresh process by publishing to the web service and scheduling your report refresh in the cloud, then sharing your report with your target audience. This also covers some best practices when using files as a data source, such as where to store the files (SharePoint vs OneDrive), and business continuity tips.
LINKS
How to change your FILE source in Power BI to SharePoint Online:
• How to change a Power ...
How to change your FOLDER source in Power BI to SharePoint Online:
• How to Change Source F...
Intro 0:00
Move your files to SharePoint Online 0:36
Create workspace & publish: 1:54
Schedule refresh: 2:52
Share 6:41
Other automation opportunities 8:15

[@mood902]

Simple, clear, and detailed explanation. Thanks!

[@hudamuhammed1978]

You are an absolute superhero!!!

[@ahmedwalidmoulahoum2892]

This is very helpful. You have provided on-point tips to manage refreshes.

[@MichaelPowell-ic6nm]

Absolute lifesaver!!

[@dganesh3641]

Amazing thank you so much - so useful!!!❤

[@taihornsby2480]

This is extremely helpful, Christine! Your content is always in line with some projects I'm doing at work lol

[@bi-ome]

I'm so glad! I feel like the "I don't have a data warehouse to work with" is more common than most people think, I've been there myself and it's definitely a struggle to automate in that space. :)

[@apaththroughlife9721]

Always love watching your videos. It inspires me to be as productive as possible without "reinventing the wheel". I replayed the last 30 seconds at least 3 times because the screen recording in Power Automate desktop really caught my attention! Looking forward to seeing that when it comes out!

[@bi-ome]

Thank you!! Power Automate Desktop is a fun tool, you would think not from the outset but it seems to really promote creative thinking to get results in a strange way that I find really entertaining… I guess that’s a new level of Power Platform nerdery, lol

[@apaththroughlife9721]

@@bi-ome you already know I’m all about the nerdery! Keep teaching us things, you are doing great at it!

[@John.Amaddeo]

So, my company has restrictions with who has access to SharePoint. Also, I work in HR so the reports I use have confidential information. Is there a way I can utilize One Drive instead of SharePoint? For the time being, I'm looking to drop excel files to a location and have my Power BI refresh when I save a new file into said location.

[@bi-ome]

OneDrive is basically a personal SharePoint site, so you can use that the exact same way. But, SharePoint is a better place for it - you can set the site permissions so that only HR has access. It's not public by default or anything. OneDrive is usually not recommended for business continuity reasons because if you leave, your OneDrive gets deleted with your account.