Hello,

I am having a data mashup error when I try to refresh my data in the Power BI workspace. This is something that just started happening randomly about a month ago. There were no changes made and then the autorefresh stopped working. I can't even do a manual refresh in the Power BI service. The full error is below

Data source error: {"error":{"code":"DM_GWPipeline_Gateway_MashupDataAccessError","pbi.error":{"code":"DM_GWPipeline_Gateway_MashupDataAccessError","parameters":{},"details":[{"code":"DM_ErrorDetailNameCode_UnderlyingErrorCode","detail":{"type":1,"value":"-2147467259"}},{"code":"DM_ErrorDetailNameCode_UnderlyingErrorMessage","detail":{"type":1,"value":"[Unable to combine data] Section1/Revenue Segment - Load/2nd_Page_Table_Updated references other queries or steps, so it may not directly access a data source. Please rebuild this data combination."}},{"code":"DM_ErrorDetailNameCode_UnderlyingHResult","detail":{"type":1,"value":"-2147467259"}},{"code":"Microsoft.Data.Mashup.MashupSecurityException.DataSources","detail":{"type":1,"value":"[{\"kind\":\"Web\",\"path\":\"https://api.monday.com/v2\"}]"}},{"code":"Microsoft.Data.Mashup.MashupSecurityException.Reason","detail":{"type":1,"value":"PrivacyError"}}],"exceptionCulprit":1}}} Table: Detailed Report.
Cluster URI: WABI-US-NORTH-CENTRAL-G-PRIMARY-redirect.analysis.windows.net
Activity ID: 05587b44-3471-4151-889b-aa89d98118c0
Request ID: 6b1245ea-8214-cea4-88f3-81c24b36a6c9
Time: 2025-07-21 19:04:17Z

I know that this is usually a security level issue. However, I've already

1) Change settings in Power BI desktop to ignore security levels

2) In the Power BI service, I've set all data sources to the same security level (Organizational).

3) I know this can be caused by merging tables. However, Revenue Segment - Load is not the table that is being merged. The table that is being merged in Revenue Segment - Staging. I am even using Table.Buffer() to try and solve this issue. There are other tables being imported the same way and that get merged with Detailed Report earlier (User Resource and Dept - Staging) and there are no issues merging those.

Below are my queries in M

Detailed Report

let Source = Table.Buffer(#"Detailed Report - Staging"), #"Expanded Custom Fields" = Table.ExpandListColumn(Source, "Custom Fields"), #"Expanded Custom Fields1" = Table.ExpandRecordColumn(#"Expanded Custom Fields", "Custom Fields", {"customFieldId", "value"}, {"Custom Fields.customFieldId", "Custom Fields.value"}), #"Replaced Value" = Table.ReplaceValue(#"Expanded Custom Fields1",null,"test",Replacer.ReplaceValue,{"Custom Fields.customFieldId"}), #"Pivoted Column" = Table.Pivot(#"Replaced Value", List.Distinct(#"Replaced Value"[#"Custom Fields.customFieldId"]), "Custom Fields.customFieldId", "Custom Fields.value"), #"Removed Columns" = Table.RemoveColumns(#"Pivoted Column",{"614b79ce8fc8f836af593b78", "614dce95b49ce00a90d4c54b", "test"}), #"Renamed Columns2" = Table.RenameColumns(#"Removed Columns",{{"614b3a5a41f10a506b8d1fdf", "Clockify Custom Project Number"}, {"60aff4741a4155464943ab9b", "Clockify Custom Revenue Segment"}}), #"Appended Query" = Table.Combine({#"Renamed Columns2", #"ORS Projects - Dummy Rows"}), #"Sorted Rows1" = Table.Sort(#"Appended Query",{{"Date", Order.Descending}}), #"Merged Queries" = Table.NestedJoin(#"Sorted Rows1", {"User Name"}, Table.Buffer(#"User Resource Title and Dept - staging"), {"Column1.items_page.items.name"}, "User Resource Title and Dept - staging", JoinKind.LeftOuter), #"Expanded User Resource Title and Dept - staging" = Table.ExpandTableColumn(#"Merged Queries", "User Resource Title and Dept - staging", {"Resource Title", "Resource Dept.", "Employment Status"}, {"User Resource Title and Dept - staging.Resource Title", "User Resource Title and Dept - staging.Resource Dept.", "User Resource Title and Dept - staging.Employment Status"}), #"Merged Queries1" = Table.NestedJoin(#"Expanded User Resource Title and Dept - staging", {"Project Name"}, Table.Buffer(#"Revenue Segment - Staging"), {"Name"}, "Revenue Segment - Staging", JoinKind.LeftOuter), #"Expanded Revenue Segment - Staging" = Table.ExpandTableColumn(#"Merged Queries1", "Revenue Segment - Staging", {"Revenue Segment", "Billable Work?"}, {"Revenue Segment - Staging.Revenue Segment", "Revenue Segment - Staging.Billable Work?"}), #"Filtered Rows" = Table.SelectRows(#"Expanded Revenue Segment - Staging", each true), #"Added Custom3" = Table.AddColumn(#"Filtered Rows", "Relative Week", each let CurrentDate = Date.From(DateTime.LocalNow()), // Convert current DateTime to Date CurrentWeekStart = Date.StartOfWeek(CurrentDate, Day.Monday), // Start of the current week PreviousWeekStart = Date.AddWeeks(CurrentWeekStart, -1), // Start of the previous week PreviousWeekEnd = Date.AddDays(CurrentWeekStart, -1), // End of the previous week DateToCheck = Date.From([Date]) // Convert the DateTime column to Date in if DateToCheck >= CurrentWeekStart and DateToCheck <= Date.EndOfWeek(CurrentDate, Day.Monday) then "Current Week" else if DateToCheck >= PreviousWeekStart and DateToCheck <= PreviousWeekEnd then "Last Week" else null), #"Added Custom4" = Table.AddColumn(#"Added Custom3", "Relative Month", each let CurrentDate = Date.From(DateTime.LocalNow()), // Get the current date StartOfCurrentMonth = Date.StartOfMonth(CurrentDate), // Start of the current month StartOfPreviousMonth = Date.AddMonths(StartOfCurrentMonth, -1), // Start of the previous month EndOfPreviousMonth = Date.AddDays(StartOfCurrentMonth, -1), // End of the previous month DateToCheck = Date.From([Date]) // Convert the DateTime column to Date in if DateToCheck >= StartOfCurrentMonth and DateToCheck <= Date.EndOfMonth(CurrentDate) then "Current Month" else if DateToCheck >= StartOfPreviousMonth and DateToCheck <= EndOfPreviousMonth then "Last Month" else null), #"Added Custom" = Table.AddColumn(#"Added Custom4", "Month Hours", each let StartDate = [Start of Month], // Replace with your actual start date column EndDate = [End of Month], // Replace with your actual end date column ListOfDates = List.Dates(StartDate, Duration.Days(EndDate - StartDate) + 1, #duration(1, 0, 0, 0)), WorkDays = List.Select(ListOfDates, each Date.DayOfWeek(_, Day.Monday) < 5), // Exclude weekends TotalWorkDays = List.Count(WorkDays), // Count the number of workdays TotalWorkHours = TotalWorkDays * 8 // Multiply workdays by 8 to get total working hours in TotalWorkHours), #"Added Custom1" = Table.AddColumn(#"Added Custom", "Engineering Allocation - FTE", each Value.Divide([Hours], [Month Hours])), #"Rounded Off" = Table.TransformColumns(#"Added Custom1",{{"Hours", each Number.Round(_, 2), type number}}), #"Changed Type" = Table.TransformColumnTypes(#"Rounded Off",{{"Engineering Allocation - FTE", type number}}), #"Renamed Columns" = Table.RenameColumns(#"Changed Type",{{"Revenue Segment - Staging.Billable Work?", "Billable Work?"}, {"Revenue Segment - Staging.Revenue Segment", "Revenue Segment - Monday"}, {"User Resource Title and Dept - staging.Resource Title", "Resource Title"}, {"User Resource Title and Dept - staging.Resource Dept.", "Resource Department"}, {"User Resource Title and Dept - staging.Employment Status", "Employment Status"}}), #"Merged Queries2" = Table.NestedJoin(#"Renamed Columns", {"Project Name"}, Table.Buffer(#"ORS Projects"), {"Clockify Project Name"}, "ORS Projects", JoinKind.LeftOuter), #"Expanded ORS Projects" = Table.ExpandTableColumn(#"Merged Queries2", "ORS Projects", {"Retainer Cycle", "Monthly Retainer Start Date"}, {"ORS Projects.Retainer Cycle", "ORS Projects.Monthly Retainer Start Date"}), #"Renamed Columns1" = Table.RenameColumns(#"Expanded ORS Projects",{{"ORS Projects.Retainer Cycle", "ORS - Retainer Cycle"}, {"ORS Projects.Monthly Retainer Start Date", "ORS - Cutoff Date"}}), // Add custom logic for "MidMonth Date" #"Added MidMonth Date" = Table.AddColumn(#"Renamed Columns1", "ORS - MidMonth Date", each if [#"ORS - Retainer Cycle"] = "Mid-Month" and Date.Day([Date]) >= [#"ORS - Cutoff Date"] and Date.Month([Date]) = 12 then Date.FromText(Text.From(Date.Year([Date]) + 1) & "-01-01") else if [#"ORS - Retainer Cycle"] = "Mid-Month" and Date.Day([Date]) >= [#"ORS - Cutoff Date"] then Date.FromText(Text.From(Date.Year([Date])) & "-" & Text.From(Date.Month([Date]) + 1) & "-01") else [Date]), // Add custom logic for "Previous or Current month" column #"Added Custom2" = Table.AddColumn(#"Added MidMonth Date", "ORS - Previous or Current month", each if [#"ORS - Retainer Cycle"] = "Mid-Month" and Date.Day(DateTime.LocalNow()) >= [#"ORS - Cutoff Date"] and Date.Month(DateTime.LocalNow()) = (Date.Month([#"ORS - MidMonth Date"]) + 1) then "" else if [#"ORS - Retainer Cycle"] = "Mid-Month" and Date.Day(DateTime.LocalNow()) >= [#"ORS - Cutoff Date"] and Date.Month(DateTime.LocalNow()) = (Date.Month([#"ORS - MidMonth Date"]) - 1) then "Current Month" else if [#"ORS - Retainer Cycle"] = "Mid-Month" and Date.Day(DateTime.LocalNow()) < [#"ORS - Cutoff Date"] and Date.Month(DateTime.LocalNow()) = Date.Month([#"ORS - MidMonth Date"]) and Date.Year(DateTime.LocalNow()) = Date.Year([#"ORS - MidMonth Date"]) then "Current Month" else if [#"ORS - Retainer Cycle"] = "Mid-Month" and Date.Day(DateTime.LocalNow()) >= [#"ORS - Cutoff Date"] and Date.Month(DateTime.LocalNow()) = 12 and Date.Month([#"ORS - MidMonth Date"]) = 1 and Date.Year(DateTime.LocalNow()) = Date.Year([#"ORS - MidMonth Date"]) - 1 then "Current Month" else if [#"ORS - Retainer Cycle"] = "Mid-Month" and Date.Day(DateTime.LocalNow()) >= [#"ORS - Cutoff Date"] and Date.Day([#"ORS - MidMonth Date"]) < [#"ORS - Cutoff Date"] and Date.Month(DateTime.LocalNow()) = Date.Month([#"ORS - MidMonth Date"]) and Date.Year(DateTime.LocalNow()) = Date.Year([#"ORS - MidMonth Date"]) then "Previous Month" else if [#"ORS - Retainer Cycle"] = "Mid-Month" and Date.Day(DateTime.LocalNow()) < [#"ORS - Cutoff Date"] and Date.Month(DateTime.LocalNow()) = Date.Month([#"ORS - MidMonth Date"]) + 1 then "Previous Month" else if [#"ORS - Retainer Cycle"] = "Mid-Month" and Date.Day(DateTime.LocalNow()) < [#"ORS - Cutoff Date"] and Date.Month(DateTime.LocalNow()) = 1 and Date.Month([#"ORS - MidMonth Date"]) = 12 and Date.Year(DateTime.LocalNow()) = Date.Year([#"ORS - MidMonth Date"]) - 1 then "Previous Month" else if [#"ORS - Retainer Cycle"] = "Calendar Month" and Date.Month([Date]) = Date.Month(DateTime.LocalNow()) and Date.Year([Date]) = Date.Year(DateTime.LocalNow()) then "Current Month" else if ([#"ORS - Retainer Cycle"] = "Calendar Month" and Date.Month([Date]) = Date.Month(DateTime.LocalNow()) - 1 and Date.Year([Date]) = Date.Year(DateTime.LocalNow())) or ([#"ORS - Retainer Cycle"] = "Calendar Month" and Date.Month([Date]) = 12 and Date.Month(DateTime.LocalNow()) = 1 and Date.Year([Date]) = Date.Year(DateTime.LocalNow()) - 1) then "Previous Month" else ""), // Add Month_Start column based on your logic #"Added Month Start" = Table.AddColumn(#"Added Custom2", "ORS - Month Start", each if [#"ORS - Retainer Cycle"] = "Calendar Month" and ([#"ORS - Previous or Current month"] = "Current Month" or [#"ORS - Previous or Current month"] = "Previous Month") then #date(Date.Year([Date]), Date.Month([Date]), 1) else if [#"ORS - Retainer Cycle"] = "Mid-Month" and [#"ORS - Previous or Current month"] = "Current Month" and [#"ORS - MidMonth Date"] = [Date] and Date.Month([#"ORS - MidMonth Date"]) = 1 then #date(Date.Year([#"ORS - MidMonth Date"]) - 1, 12, [#"ORS - Cutoff Date"]) else if [#"ORS - Retainer Cycle"] = "Mid-Month" and [#"ORS - Previous or Current month"] = "Current Month" and [Date] < [#"ORS - MidMonth Date"] then #date(Date.Year([Date]), Date.Month([Date]), [#"ORS - Cutoff Date"]) else if [#"ORS - Retainer Cycle"] = "Mid-Month" and [#"ORS - Previous or Current month"] = "Previous Month" and [#"ORS - MidMonth Date"] = [Date] and Date.Month([#"ORS - MidMonth Date"]) = 1 then #date(Date.Year([#"ORS - MidMonth Date"]) - 1, 12, [#"ORS - Cutoff Date"]) else if [#"ORS - Retainer Cycle"] = "Mid-Month" and [#"ORS - Previous or Current month"] = "Previous Month" and [#"ORS - MidMonth Date"] = [Date] then #date(Date.Year([#"ORS - MidMonth Date"]), Date.Month([#"ORS - MidMonth Date"]) - 1, [#"ORS - Cutoff Date"]) else if [#"ORS - Retainer Cycle"] = "Mid-Month" and [#"ORS - Previous or Current month"] = "Previous Month" and [Date] < [#"ORS - MidMonth Date"] then #date(Date.Year([Date]), Date.Month([Date]), [#"ORS - Cutoff Date"]) else null), #"Added Custom5" = Table.AddColumn(#"Added Month Start", "IsWorkday", each if Date.DayOfWeek([Date], Day.Monday) < 5 then 1 else 0), #"Sorted Rows" = Table.Sort(#"Added Custom5",{{"Date", Order.Descending}}), #"Changed Type1" = Table.TransformColumnTypes(#"Sorted Rows",{{"Date", type date}}), #"Added Month End" = Table.AddColumn(#"Changed Type1", "ORS - Month End", each if [#"ORS - Retainer Cycle"] = "Calendar Month" and ([#"ORS - Previous or Current month"] = "Current Month" or [#"ORS - Previous or Current month"] = "Previous Month") then Date.EndOfMonth([Date]) else if [#"ORS - Retainer Cycle"] = "Mid-Month" and ([#"ORS - Previous or Current month"] = "Current Month" or [#"ORS - Previous or Current month"] = "Previous Month") then #date(Date.Year([#"ORS - MidMonth Date"]), Date.Month([#"ORS - MidMonth Date"]), [#"ORS - Cutoff Date"] - 1) else null), #"Changed Type2" = Table.TransformColumnTypes(#"Added Month End",{{"ORS - Month Start", type date}, {"ORS - Month End", type date}, {"Start of Month", type date}, {"End of Month", type date}}), #"Added Custom6" = Table.AddColumn(#"Changed Type2", "ORS - Inclusion", each if [User Name] = "User1" or [User Name] = "User2" or ([User Name] = "User3" and Text.Contains([Project Name], "ENG-2023-141")) then 1 else 0), #"Filtered Rows1" = Table.SelectRows(#"Added Custom6", each ([Project Name] <> null)), #"Changed Type3" = Table.TransformColumnTypes(#"Filtered Rows1",{{"ORS - MidMonth Date", type date}}), #"Removed Duplicates" = Table.Distinct(#"Changed Type3", {"Detailed Report ID"}) in #"Removed Duplicates"

Revenue Segment - Staging

let Source = Table.Buffer(#"Revenue Segment - Load") in Source

Revenue Segment - Load

let BoardID = 5156139052, // Page 1 #"1st_Page_Table" = Table.Buffer(GetBoard_1stPage_subitems(BoardID)), #"1st_Page_Table_Updated" = Table.ReplaceValue(#"1st_Page_Table", null, "NoMorePages", Replacer.ReplaceValue, {"Column1.items_page.cursor"}), #"2nd_page_cursor" = #"1st_Page_Table_Updated"{0}[Column1.items_page.cursor], // Page 2 #"2nd_Page_Table" = if #"2nd_page_cursor" <> "NoMorePages" then Table.Buffer(GetBoard_RemainingPages_subitems(#"2nd_page_cursor")) else EmptyTable(), #"2nd_Page_Table_Updated" = Table.ReplaceValue(#"2nd_Page_Table", null, "NoMorePages", Replacer.ReplaceValue, {"Column1.items_page.cursor"}), #"3rd_page_cursor" = #"2nd_Page_Table_Updated"{0}[Column1.items_page.cursor], // Page 3 #"3rd_Page_Table" = if #"3rd_page_cursor" <> "NoMorePages" then Table.Buffer(GetBoard_RemainingPages_subitems(#"3rd_page_cursor")) else EmptyTable(), #"3rd_Page_Table_Updated" = Table.ReplaceValue(#"3rd_Page_Table", null, "NoMorePages", Replacer.ReplaceValue, {"Column1.items_page.cursor"}), // Combine and buffer the full set Combined_Table1 = Table.Combine({ #"1st_Page_Table_Updated", #"2nd_Page_Table_Updated", #"3rd_Page_Table_Updated" }), #"Filtered Rows" = Table.SelectRows(Combined_Table1, each ([Name] <> null)), #"Removed Other Columns" = Table.SelectColumns(#"Filtered Rows", { "Column1.items_page.items.id", "Column1.items_page.items.name", "Column1.items_page.items.parent_item.id", "Revenue Segment", "Billable Work?", "Monday Name", "Proposal Number - QBO join" }), #"Renamed Columns" = Table.RenameColumns(#"Removed Other Columns", { {"Column1.items_page.items.name", "Name"} }) in #"Renamed Columns"

Like I said, this randomly stopped working a month ago, unprompted by changes and I'm at a complete loss as to what else to try.

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