Forum Discussion
Connection to Sharepoint Excel file as Web Connection, Sync Failure due to Data Source Credentials
Hi everyone
I created a report on desktop and made connection to an excel file on sharepoint via webconnection. Everything was working fine. While on desktop, I can refresh and get the lastest data.
However the scheduled sync in my workspace once published always fails.
When I tried edit credentials, which authentication method should I use?
I have tried Basic, but my microsoft crendentials (which i used to make the connection on desktop) does not work.
Really appreicate your help.
Thanks in advance.
Hi snzpowerbee
Welcome to the Microsoft Fabric Community Forum. Also, thank you Irwan for your response.
The issue arises due to authentication limitations in Power BI Service when using the Web connector to access Excel files stored on SharePoint Online. While Power BI Desktop can seamlessly refresh data using your logged-in Microsoft credentials, the Power BI Service requires explicit authentication configuration.
To resolve this, navigate to the dataset settings in Power BI Service, select “Edit credentials” under the failed data source, and choose OAuth2 as the authentication method. Sign in using your Microsoft 365 account, ensuring it has at least read access to the SharePoint file. Avoid using “Basic” or “Anonymous” authentication, as these are incompatible with SharePoint Online’s security policies. Additionally, set the privacy level to “Organizational” to prevent conflicts during scheduled refreshes.
For improved reliability and consistent authentication handling across environments, it is recommended to use the SharePoint Folder connector instead of the Web connector. This connector is specifically designed for SharePoint integration and offers better support within the Power BI ecosystem. Once these configurations are correctly applied, your dataset should refresh successfully both manually and on schedule in Power BI Service.If this response resolves your query, kindly mark it as Accepted Solution to help other community members. A Kudos is also appreciated if you found the response helpful.
Thank you for being part of Fabric Community Forum.
Regards,
Karpurapu D,
Microsoft Fabric Community Support Team.
3 Replies
IrwanSuper User
hello snzpowerbee
in my company, we are using OAuth2 (Microsoft account login).
but might be different from yours.
Thank you.
v-karpurapudCommunity Support
Hi snzpowerbee
Welcome to the Microsoft Fabric Community Forum. Also, thank you Irwan for your response.
The issue arises due to authentication limitations in Power BI Service when using the Web connector to access Excel files stored on SharePoint Online. While Power BI Desktop can seamlessly refresh data using your logged-in Microsoft credentials, the Power BI Service requires explicit authentication configuration.
To resolve this, navigate to the dataset settings in Power BI Service, select “Edit credentials” under the failed data source, and choose OAuth2 as the authentication method. Sign in using your Microsoft 365 account, ensuring it has at least read access to the SharePoint file. Avoid using “Basic” or “Anonymous” authentication, as these are incompatible with SharePoint Online’s security policies. Additionally, set the privacy level to “Organizational” to prevent conflicts during scheduled refreshes.
For improved reliability and consistent authentication handling across environments, it is recommended to use the SharePoint Folder connector instead of the Web connector. This connector is specifically designed for SharePoint integration and offers better support within the Power BI ecosystem. Once these configurations are correctly applied, your dataset should refresh successfully both manually and on schedule in Power BI Service.If this response resolves your query, kindly mark it as Accepted Solution to help other community members. A Kudos is also appreciated if you found the response helpful.
Thank you for being part of Fabric Community Forum.
Regards,
Karpurapu D,
Microsoft Fabric Community Support Team.- v-karpurapud
Hi snzpowerbee
I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If my response has addressed your query, please accept it as a solution and give a 'Kudos' so other members can easily find it.
Thank you.