Now that we have everything relatively stable, and before we get to far into it, let's take a moment to consider how we might keep this updated.
This can be done easily, if you are getting data from a source that is consistent in format, meaning it looks exactly the same every time but with new numbers.
This can be done with very little effort and without having to go through the previously discussed process every single time.
Let's go over a couple of facts.
- The data set is in "My Workspace" in the Power BI Service.
- It is named "Financial%20Sample," if you are using the same dataset that I am.
- The data (aka your spreadsheet) is still stored in OneDrive.
- It is named "Financial Sample.xlsx" if you are using the same file I am.
- I can't tell you where you stored it though. You need to know that.
That file can be overwritten new data any time and update your Power BI Report with that new data.
There are a couple of conditions.
- The file must be in the exact same structure every time.
- The file must use the same exact name.
- The original file must be overwritten with the new file.
- Get your new file, if you have one.
- Ensure that file is exactly the same.
- Ensure that file has the exact same name as the old one.
- Copy that new file into the folder where you stored your original file.
- A message will appear indicating "A file with this name already exists so we couldn't upload "Financial Sample.xlsx" Add it as a new version of the existing file or keep them both.
- Choose "REPLACE"
- Go to the Power BI service online
- Go to "My Workspace"
- Locate your "Semantic Model" (refer to type to discern the difference)
- When you hover over your "Semantic Model," a circular arrow appears.
- Hover over that circular arrow and it will say "Refresh"
- Click that arrow to refresh your data
- To the right of the "Refreshed" date stamp, you will see some dots chasing each other.
- When they stop chasing each other, the report has read your update.
- Go look at your report.
- If you have had it open, reload the page and your report now has new data.