I am developping a few dashboards on my PowerBI Pro that import data from KOBO toolbox and Excel (Onedrive). As my teams on the ground send in regularly new data I would like the dashboards to update at least every day once, for now I do it manually but I want to automatize it.
I found a few links on the web that guide me how to do it but it didnt work out and honestly it seems quiet complicated for a non IT person. I didnt found any topic on this community so decided to ask here.
Any guidance, links ect would help greatly,
Thanks a lot! Have a great day!
I actually tried to link up using the Power BI Gateway - Personal.
I think I did everything right, yet it gives me this error message:
Processing errorThe ‘Authorization’ header is only supported when connecting anonymously. These headers can be used with all authentication types: Accept, Accept-Charset, Accept-Encoding, Accept-Language, Cache-Control, Content-Type, If-Modified-Since, Prefer, Range, Referer
I tried to go through Onedrive instead. So would be KOBO>ExcelOnedrive>PowerBI. Given that PowerBI updates with Onedrive every hour or so I thought it would work. It does when I keep my Excel open, as soon as I close it, it doesn`t do it.
Reading about this issue brings me back to PowerBi Gateway,
Any more guidance thus still appreciated.
I have arround 20 questionnaires in Kobo that are used throughout the year, All questionnaire have arround 100 to 200 rows, a few have arround 1000 rows.
My aim is to make monitoring dashboards on PowerBI service/web and publish to web reports that update automatically for the teams that are monitoring the surveys.
Got it myself…sharing here for other non IT persons
It`s all working on my PowerBI Pro, I schedule my refresh of PowerBI datasets once every 24h.
It updates also my publish to web reports as well. Awesome!
No need for Gateway as KOBO and Excel on Onedrive are in the cloud.
It`s all about connecting using Get Data in PowerBI with right KOBO link, following this method
For Excel you use Get Data in PowerBI like this:
Besides that make sure your data credentials are all good in the PowerBI web
in case of KOBO U use your make sure your KOBO account login and password are there
in case of Excel U use your Business Onedrive account using the OAuth2
You can schedule refreshes as you want under PowerBI web/dataset/settings
Hope this helps!
If there is any other way of doing better - don`t hesitate pls
Thank you for sharing this with the entire community, @Sven1! It’s really helpful and should benefit a lot of our community members. Expecting the same in upcoming days too, to make the community a learning and sharing platform.