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How to update the Power BI Template sample report

  • October 29, 2024
  • 4 replies
  • 210 views
M

I have connected my Safety Culture data to the Power BI Sample Report

SafetyCulture-Power-Query-Connector/Power BI Templates/General Report at main · SafetyCulture/SafetyCulture-Power-Query-Connector · GitHub

But I have not been able to figure out how I would update this report once it is published.

I have connected via the SafetyCulture Power Query Connector and the SafetyCulture Exporter CSV.

Either way I connect I receive an error that the report is using a Dynamic Data Source and it cannot be updated. 

I would like to use the sample report and not have to start from scratch building the report if possible. 

Does any one know if it is possible to refresh this report once it is published to the Power BI service?

 

Thank you for any help.

Best answer by mhawkins

Hi @dataadminpjs 

 

Unfortunately I was unable to refresh through the service due to the report using a dynamic source. In the end what I did was rebuild the report from scratch and connect via CSV files from the SafetyCulture exporter.   

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4 replies

Austin Turner
SafetyCulture Crew
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  • Austin Turner
  • SafetyCulture Crew
  • 36 replies
  • October 31, 2024

Thanks for your post, someone from the user community might be able to help you with this.

Officially we don’t support the use of our Power BI connector on Power BI Gateways, I think that’s what you mean by publish to the Power BI Service?

dataadminpjs
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Hello @mhawkins,


Have you tried setting up a scheduled refresh in the Power BI web app after you published the report? I do not use this Power Query connector because we store all primary SafetyCulture data in a Microsoft database and then build reports from that database to ensure we have data continuity, but I have worked with both of these services extensively.

 

 

M
  • mhawkins
  • Author
  • Starter
  • 1 reply
  • Answer
  • November 6, 2024

Hi @dataadminpjs 

 

Unfortunately I was unable to refresh through the service due to the report using a dynamic source. In the end what I did was rebuild the report from scratch and connect via CSV files from the SafetyCulture exporter.   

dataadminpjs
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  • dataadminpjs
    dataadminpjs
dataadminpjs
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Hi @mhawkins,

Seems like the simplest approach to get the data into the system quickly. In case it is of interest to you, I setup two daily automations using Power Automate. One of them gets all actions that were modified in the last 24 hours and if they exist in our database, update them, if they do not, create a new one. I have this exact same structure for inspection data as well. Those data sources are then connected to Power BI which refreshes daily. As a note, Microsoft Lists is a great tool to use as a simple data storage location, though it is not a database, it does connect to Power BI and it is easily searchable and customizable, as well as sharable.

Hopefully dynamic data sources are supported outside of the desktop app in the future.

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