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I’m trying to create a live sales dashboard for our office. So that if an order is entered into Acumatica, the dashboard is updated.
I have tried to do this using both Excel and PowerBI. With both systems, I have connected up an oData feed, and created graphs using this oData.
Then to display these graphs, I put the Excel sheet onto my OneDrive, open it using Excel Online, and Chromecast it to the TV screen in the office. With PowerBI, I publish the graphs to a dashboard, and Chromecast this.
However, I can’t get either of these dashboards to refresh.
Power Update seemed like the answer to this. I’ve tried to get around this issue using the Power Update software, but I can't really figure it out. Is there a detailed user guide available for Power Update? Or has anyone got any tips as to how to get these dashboards to refresh?
Have you looked at a browser plugin to refresh the page every few seconds? It's not perfect but it may get the job done.
-Kurt
I did some further research as to this, and found this video: Excel Online Web App and Acumatica by Tim Rodman
. Thanks Tim, it helped heaps.
From this video I realised I hadn’t ticked the save password box on Excel. This had meant Excel Online wouldn’t refresh the data at all.
But now with this ticked, Power Update running, and a browser tab refresh plugin (thanks Kurt for this idea), the live dashboard is all up and running!
Awesome Daniel. I love hearing this! You are the second person I have heard of who is doing this. Kevin is also doing this (click here).
@timrodman It seems like you cannot tick the "save password" now?
It seems greyed out. I have several production schedules that i want to improve (currently running off odata feed from GI straight to Excel) but they need to be refreshed in the excel app and i want to be able to refresh in excel online - is there an easy way to be able to refresh ODATA feeds in excel online?
@daniel-currie I haven't tried this method in years, but it wouldn't surprise me if it doesn't work anymore since Microsoft now wants you to use Power BI for refreshing.
But Power Update would still be an option for refreshing Excel files that you could consume through Excel Online.
@timrodman power update as in the 3rd party add-on? Happy to try that. I'm a long time powerbi user however I want to find a workaround that allows live data in reports. Unfortunately with odata as the source I cannot use the live query mode of powerbi which sets my limitation to the 8 scheduled refrehes daily for my users. I was hoping to find a solution somewhere where I can build a report to excel online or pbi that I can click a button "refresh data" and the report will pull the latest from Acumatica.
We've used an odata fed excel production schedule for a couple of years and I want to get away from having to constantly open on the desktop and hit refresh all
@daniel-currie Live data in Power BI huh? Hmmm, I have some theories about that which I'd like to run by you. Would you be up for coming on my Acumatica Podcast to talk about it? You can see more details here:
https://www.augforums.com/podcast-guest
@timrodman I feel a bit of a newbie to the Advanced/Acumatica world and am probably covering topics well covered in previous. That said, I'd certainly be glad to get your input on how to build live (we more live) dashboards in either PBi or Excel Online and if this was recorded and others could get benefit from it in the future, then thats perfect.
@daniel-currie Let's do it. Taking this conversation offline to email so we can arrange taking it back online via the Podcast episode 😀
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