Now, we’re at the last step of the Flow: Select the name of the workspace, then the name of the of the dataset that you want to trigger the refresh for.
Then choose the new Refresh a dataset action. You should see a list of actions like below: Next, click on the + New step button, then enter ‘power bi’ in the search box. In this example, since we want the Flow to trigger when there’s a new row added to the list, choose When an item is created or modified. Go ahead and give your Flow a name and select a SharePoint trigger depending on your use case. Sign in, and then go to My Flows, then choose + New, and select + Automated – from blank from the drop-down.
Instead of having to manually refresh your dataset each time you or someone else views the report or wait until the next scheduled refresh, you can easily automate this process using the new dataset refresh action in Flow. To ensure you have an accurate picture of your supply requests and budget levels, any requests made on this SharePoint list should immediately reflect in the report. You might have a report that looks something like this:įurthermore, imagine that various employees in the company have access to a SharePoint list to report supplies that are getting low in their parts of the office: In this tutorial, we will create a Flow that triggers a dataset refresh whenever items in a SharePoint list are updated.Ĭonsider an example where you are the office administrator for Northwind Traders and you have been given the responsibility of ensuring the office is well stocked with office supplies, by monitoring inventory, placing new orders, and maintaining the overall budget for the team. Tutorial: Trigger dataset refresh for SharePoint lists or OneDrive Excel files with Flow and Power BI Or, head on over to Flow to try it out for yourself.
#Maximum action update full#
Whether your trigger is based on changes to items in your SharePoint list or updates to an Excel file in OneDrive or SharePoint Online or a complex day and time schedule, there are dozens of use cases for this action.Įxcited? Read on for a full tutorial of using the new refresh a dataset action to automate refreshing a Power BI report based on changes to a SharePoint list. Now, you will be able to trigger dataset refreshes based on hundreds of Flow triggers. Specifically, we have added a new Refresh a dataset action to the Power BI connector for Microsoft Flow.
Today, we are making scheduling of refreshes much more flexible to improve how Power BI works in processes like the ones described above. Power BI’s existing fixed refresh schedules are not sufficient to accomplish this and manually refreshing the Power BI dataset each time your access a report adds extra steps and creates confusion. With these sorts of processes, users often expect Power BI reports to be updated as soon as they enter data in underlying systems. Business processes like managing a team’s budget requests, planning hiring activities, and evaluating marketing campaigns can all fit this pattern. When speaking with customers about how they’ve used Power BI to improve collaborative business processes in their organization, we often hear that Power BI is used to summarize and visualize data that many end users are entering into tools like Excel files, SharePoint lists, or the Common Data Service.
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