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KarenL7's avatar
KarenL7
Icon for Advocate V rankAdvocate V
6 days ago

Refresh Issues and Take Over Data source settings

Hi

We have been having issues with refreshes for the past couple of days with the following error - 

We have looked at various posts and noted the way to resolve this was to look at the privacy settings in the report and then republish.

The way to resolve was for someone else (also admin) to "Take Over" the dataset settings and then refresh the report. 

Please note that we also have had issues with the right hand pane with pops out when the "Schedule Refresh" button is selected, so we can take over the dataset settings from there - Despite being successful

"Data Source Credentials" are greyed out.

If we "Open Settings" pane 

data Source credentials are available - 

To Confirm - 

We have not had any changes in any of the reports or datasources within the service.  The refresh has been constant and not had this issue.  

The owner of the dataset was trying to refresh the report was unable to and the refresh failed with the error message.

Please note that the owner of the dataset has admin rights

I am wondering what has changed for us to suddenly encounter this issue?  We are concerned this is going to keep happening.

Thanks

Karen

8 Replies

    • KarenL7's avatar
      KarenL7
      Icon for Advocate V rankAdvocate V

      Hi v-achippa​ 

      I do thank everyone for there help-

      I have not had an resolution for the difference in the right hand pop pane and the settings pane and why these are different - why is one greyed out and the other is not?

      It is just frustrating as there are many different errors with the data source credentials being greyed out which I have never encountered before - with no admin rights changing, organisational connection being used etc.

      I had this one this morning when the data source credentials as showing no data sources found

      But when you looked in the gateway area - you can see that there are data sources in the document -

       

      I am going to try various things to sort this out but I have not seen this message before.  Maybe redeploy the report (as this worked last time) But as take over/redeploy is the only interim solutions I will delve deeper into the with the report owners again.

      Thank you again for everyone's help and suggestions, but if you can help with the difference in the settings pane that would help?  

      Thanks

      Karen

      • v-achippa's avatar
        v-achippa
        Icon for Community Support rankCommunity Support

        Hi KarenL7​,

        Thank you for confirming. The right-hand semantic model settings pane is currently in preview. Since the full settings page shows the data sources correctly while the pane shows them as unavailable, this appears to be an inconsistency in the preview interface rather than a gateway or permissions issue.

        For now, please use Open settings to manage and reauthenticate the credentials. If the refresh continues to fail or takeover is repeatedly required, please raise a Microsoft Support ticket with the refresh Activity ID, timestamp and screenshots for further investigation.

        Thanks and regards,
        Anjan Kumar Chippa

  • Most likely, this is a Power BI Service ownership/credential management issue, not a change in your reports or data sources.

    Admin rights ≠ semantic model ownership for all settings.

    Data Source Credentials greyed out suggests an ownership/connection context issue.

    Take Over changes the semantic model owner and can restore access to credentials/settings.

    Since multiple reports were working previously with no changes, a Power BI Service/backend change or credential/connection issue is possible.

    Take Over is a workaround, not an ideal permanent solution

  • Thanks for your replies, they are helpful

    Just to confirm - 

    • Check who currently owns the semantic model.
      • can confirm the the admin is the owner
    • Go to the semantic model Settings and check the Gateway and cloud connections
      • Gateway and cloud connections are fine - these can be checked but the data source cannot.
    • Check Data source credentials and re-authenticate if required.
      • Unable to do this as it greyed out and unavailable.
    • If you're using an on-premises gateway, make sure the gateway is online and the data source mapping is still correct.
      • Gateway is online and as the report has not changed the data source is correct as it has been refreshing for a while - and permissions have been granted to the sources.
    • Run a manual refresh and check the refresh history.
      • This only worked with the following solutions - 

    Solutions so far -

    - Although not ideal the other admin had to take over the settings so we can resolve it.  The datasource credentials were available again in some cases and they had to reauthenticate against the source and refresh was successful

    - One instance we redeployed the report to resolve this.

    As we have not had this issue before, we will keep an eye on it.

    Concerned about the settings pane being different from the pop out screen though? As I can see the credentials all ok in one screen but not the other - not sure if anyone else has noticed this?

    Thanks

    Karen

  • hi KarenL7​

    a gateway-related refresh problem can occur even when the PBIX and Power Query logic have not changed.

    please verify the complete connection path:

    Power BI Service > Semantic Model > Gateway Connection > Gateway Data Source > Credentials > Actual Data Source

    Check Gateway and cloud connections

    Go to: Workspace > Semantic model > Settings > Gateway and cloud connections

    Confirm that the expected gateway is shown and that its status is Online.

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  • ShahRukhSameer's avatar
    ShahRukhSameer
    Icon for Solution Supplier rankSolution Supplier

    Hi KarenL7​,

    From what you’ve described, I would first look at the semantic model ownership and the credentials rather than the report itself.

    The fact that taking over the semantic model fixes the refresh is a good indication that something has changed around the current owner or the credentials stored for the data source.

    A few things I would check:

    • Check who currently owns the semantic model.
    • Go to the semantic model Settings and check the Gateway and cloud connections.
    • Check Data source credentials and re-authenticate if required.
    • If you're using an on-premises gateway, make sure the gateway is online and the data source mapping is still correct.
    • Run a manual refresh and check the refresh history.

    One important thing with "Take Over" is that it can clear the existing credentials, so whoever takes ownership needs to configure the data source credentials again.

    If this suddenly started happening to several reports without any changes to the reports themselves, I'd look at the authentication/credentials, gateway or source access first.

    I wouldn't republish the reports just for this issue, as the problem appears to be at the semantic model/service level rather than the PBIX itself.