Manage files and datasets in Power BI

Prepare for gateway data refresh

Note the following steps are not needed when using the data gateway in personal mode. You can proceed directly to the next objective (setup the gateway).

In Power BI Desktop, open the Power Query Editor window, and select the ProductCost query.
Edit the Source step, and then modify the file path to use the file share, as follows:

\\DATA-AI\Data\ProductCost.xlsx
Close and apply the Power Query Editor window.
Save the Power BI Desktop file.
Publish the Power BI Desktop file to the workspace, overwriting the dataset and report in the service.

Setup the gateway (personal mode)

In the Power BI service for the instructor, reload (F5) the dataset settings page.
Expand the Gateway Connection section and point out that no gateway is installed.
Use the download dropdown list (located at the top-right), and select Data Gateway.
In the new web page, download the personal mode gateway.
Once downloaded, open the downloaded file.
Complete the gateway setup by using the credentials of the instructor account.
Once setup, return to and reload the dataset settings page.
Assign the personal gateway, and the edit the credentials for the two data sources.
For both data sources, set the authentication method to WindowsWithoutImpersonation, and set the privacy level to Organizational.
Optionally, expand the Scheduled Refresh section, and show how to configure a recurring schedule.

Refresh the dataset

Before refreshing the dataset, open the Sales Monitoring dashboard.
Edit the details of the Sales, Profit Margin tile to display the last refresh time.
Right-click the D:\PL300\Demo\Resources\UpdateDatabase-LoadAdditionalSales.ps1 file, and then run with PowerShell. This script will load December 2020 sales data into the database.
In the Power BI service for the instructor, from the Navigation pane, refresh the Sales Analysis dataset.
When the refresh completes, point out how the dashboard tile December 2020 column appears, and that the refresh time is NOW.