Automatically Refresh Power BI when a file is added to a folder

You can use Power Automate to trigger a Power BI dataset refresh based on a condition occuring. In this case the trigger I've used is "when a file is added to a SharePoint folder.

The video I refer to is this one:

00:00 Intro
00:18 Demo of the process in action
01:50 HOw to create the process

Did you know we run training in Perth, Australia and surrounding regions?

Did you know I've written a beginners guide to Power BI "Power BI for the Excel Analyst"?

Connect with me

[zzota]

I use this! I get spreadsheets sent to me as attachments, use Power Automate to save the attachment to SPOL, and refresh PBI. Saves lots of time 🙂

[tmaris]

Just started implementing this a couple of week ago with the added step of refreshing a datfaflow and when that is done, refreshing the dataset. Works great!

[johngriffith]

This has just solved an issue I've been looking at for a week. Awesome, thank you.

[neilthackeray]

Epic as always! Thanks for making this easier Wynn 😎

[romeojr.delacruz]

A very helpful content. way to go, Sir! Thank you for making this video.

[MrJayDee]

GREAT STUFF! What a game changer for me.

[mirrrvelll]

Great as usual! Can you make one with refreshing dataflows/datasets based on condition (after dataflow > dataset). Thanks.

[sanmathi]

Hi, this was very useful, I have a specific requirement if the new file is added how can powerBI display the dashboard for that particular file, without merging the data. That is, when you did it merged Jan and Feb but what if I want to just see the Feb data, and if I upload the March file, it should only display march data not combined. Thanks for the video!

[craigmsherriff]

Will this work if the previous files have been edited in power query? As in will the added file include the edits from power query?

[andersborglund]

Bloody brilliant! But my "Data source credentials" is greyed out... How to solve this?!

[jbyxxx]

Thanks for the great video, Wynn.

I'm pretty new with the Power Automate and have a case to solve, probably very simple for most of you :)
So, in my case, I need to refresh the pbi when 2 different files are added into different folders on different times.
Can anyone help me? Thanks :)

[supermariaworld]

Can you show an example of what your excel file looks like? I am able to get the power automate flow to work when a document is added, however, it is not adding the new data even though the table structure in the excel workbook is the same. Maybe it could be how I am bringing in the data in the query in the Transform Data editor on PBI desktop? Thank you in advance for your assistance!

[JaniceCook-jxpw]

Will definitely use this… but still struggling with connecting to a folder with credentials errors!

[chahineatallah]

I recently started to use power automate, don’t know why I didn’t learn about it before

I use it for dataflow refresh then when my dataflow is refreshed it goes on to refresh my dataset

[leoyamadori]

Thank you 🙏 !! I would like to do the same with 2 folders with different files - do you know how to do it?

[lape]

Hi, I made a similar "script" but mine sends a message out via Teams to a specific group aka "subscribers" to notify them about fresh data.

[txreal]

Question about Power BI (PBI) app integration in MS Teams. Haven't tried it yet.
My team at work uses Teams to collaborate (Messages, Excel files. screenshots, etc..)
Hope you can share some ideas on how to push PBI reports on Teams? I have PBI Pro.
Good stuff from you as always. Thanks.

[zorankrekic]

Nice, but it si myFlow, whe I leave Firm, my account will be shutdown, and all Flows also. How can set Flow per Department? Then it will work always.

[abdulsaidmkamara]

Beautiful, can this work for excel files i.e. changes to an excel file ?

[gibo.androidm]

Do we need this? If the user refresh the power bi report and that power bi is connected to SharePoint files, that should refresh the data right? Why do we need a trigger from power automate?