Overview
In this article, we will learn how we can install Data Gateway with the Enterprise mode and configure an on-premise Excel file connection with Power BI Service.
We have the following types of scenarios.
- We have used multiple Excel files which are located on one of the local servers.
- We need to consume those Excel spreadsheets and need to prepare Power BI report.
- We need to configure the scheduled refresh for the report as well.
Now, let’s get started!
Installation of Data Gateway
Step 1
Download the set up using the following URL.
http://go.microsoft.com/fwlink/?LinkID=820925
Step 2
Right-click on Setup > Run as Administrator.
Step 3
It is showing two options -
- Personal Mode
- Recommended Mode
Here, we will choose the "Recommended Mode".
Choose Recommended Mode > click Next.
Step 4
It will prompt a message like this.
Step 5
Choose a path for installation.
Step 6
Enter the Power BI work email address and click "Sign In".
Step 7
Once the authentication is successful, it will ask to register a Gateway for On-Premise Data Gateway.
Step 8
Now, let’s fill in the following information to configure a gateway.
- New On-Premise Data Gateway Name = Name of a Gateway which you want to create.
- Recovery Key = any 8-character password to recover a Gateway.
Step 9
It shows a message “The Gateway is Online and ready to use”.
Configure Gateway for On-Premise Excel Files(s)
Step 1
From Settings gear, open "Manage gateways".
Step 2
It will show the name of the Gateway which we have configured. Click on “Add data source to use the gateway” option.
Step 3
Add the following information.
- Data Source Name = Name of the Data source name. You can add any name here.
- Data Source Type = We are using multiple Excel spreadsheets which are located at one of the Windows location folders. So, we choose Folder from the option.
- Full Path = Path of the folder where we have located all the files.
- Username = Username for your Windows machine.
- Password = Password of your Windows machine.
![Install and Configure Data Gateway for On-Premise Excel Files in Power BI]()
Click on Save. It will prompt - "Connection is successful".
Step 4
From the dataset, select your report and click on "Schedule Refresh".
Step 5
From Gateway connection, toggle "Use a data gateway" as turned on.
Click "Apply".
Step 6
It will show a notification.
Step 7
Let’s configure a daily refresh.
Expand the "Schedule Refresh" option.
Toggle On and select Daily from Refresh Frequency.
Click Apply.
Conclusion
This is how we can configure a data gateway for Excel On-Premise file.
I hope you love this article.