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Use Power BI as Data Source for Excel and Utilize Data Gateway

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GOAL: Refresh Excel data in SharePoint Online through Excel in web part or Excel Services web page (not opening in Excel client) connected to on-premises data source.

 

I have set up a Data Gateway and the data refresh is working great.

 

I am trying to use this data source in the Data Gateway as the data source for an Excel file.

 

I have used the "Analyze in Excel" to connect to the data source, but this does not allow for refresh and I have found it to be very limiting.

 

According to this article: https://support.office.com/en-us/article/Use-external-data-in-workbooks-in-SharePoint-Online-8d7f5dc6-8384-4d7d-b00f-b283c1e192ef

 

This should be possible. I just don't understand how to connect to the Data Gateway data source in Excel without using the Analyze feature.

 


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