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Install And Configure Data Gateway For On-Premise Excel Files In Power BI

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.
  
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.

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