How To Refresh SharePoint

Refreshing SharePoint is a crucial task to ensure your data and workflows are up to date and optimized for maximum efficiency.

In this section, we will explore the various methods and options available to refresh SharePoint. Whether you need to update data in view mode or make edits in edit mode, we’ll guide you through the step-by-step process. We’ll also discuss data refresh options in Excel and how to troubleshoot any refresh failures. Additionally, we’ll touch upon refreshing files imported from OneDrive or SharePoint Online into the Power BI service.

Refreshing Data in SharePoint View Mode

Refreshing data in SharePoint view mode allows you to update the displayed information in your workbook without tracking it as a changed file. In this mode, you can easily specify data refresh options to ensure your data is always up to date. To refresh data at specific intervals, you can choose the Properties button for a particular data connection and set the desired refresh frequency. This ensures that your data is automatically refreshed at the specified intervals, keeping it current and accurate.

Another option is to refresh the data when opening the file. This means that each time you open the workbook, the data will be automatically refreshed, providing you with the most recent information. Additionally, you can manually refresh the data by clicking the Refresh All button. This allows you to update the data with just a simple click, saving you time and effort.

If you encounter any issues with data refresh, there are troubleshooting steps you can take. First, try opening the workbook in Excel and manually refreshing the data from there. If that doesn’t solve the problem, you may need to involve a SharePoint administrator who can help identify and resolve any issues related to data refresh. By following these steps, you can ensure that your data is always accurate and up to date in SharePoint view mode.

Methods for Refreshing Data in View Mode:
Refresh data at specific intervals
Refresh data when opening the file
Refresh data with the Refresh All button

Summary

Refreshing data in SharePoint view mode allows you to easily update the displayed information in your workbook without tracking it as a changed file. By specifying data refresh options such as specific intervals or manual refresh, you can ensure that your data is always up to date. If you encounter any issues with data refresh, troubleshooting steps like opening the workbook in Excel or involving a SharePoint administrator can help resolve the problem. Keep your SharePoint data accurate and current with regular data refreshes in view mode.

Refreshing Data in SharePoint Edit Mode and Power BI Service

When it comes to refreshing data in SharePoint edit mode and the Power BI service, there are various options and considerations to optimize your workflow and keep your data up to date.

In SharePoint edit mode, you have the flexibility to open a workbook for editing and make changes to the data. Refresh operations in edit mode track the workbook as a changed file, allowing you to sync any modifications made in OneDrive or SharePoint with the Power BI service. This ensures that your data is always current and reflects the most recent updates.

To manually refresh a file’s model in Power BI Desktop, simply select the refresh button. This will query the data sources directly and load any updated data into the dataset. Alternatively, you can set up a refresh schedule within the Power BI service, which automatically refreshes the dataset at specified intervals.

It’s important to note that while refreshing the dataset in Power BI updates the data within the service, it does not synchronize the refreshed data back to the original file on OneDrive or SharePoint. This means that any changes made within the Power BI service will not be reflected in the file itself.

By understanding the different options available for refreshing data in SharePoint edit mode and the Power BI service, you can ensure that your data is accurate, up to date, and easily accessible for analysis and reporting.

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Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.