Edit Credentials

[Anonymous]

Is there a secret to getting "edit credentials" to show up?    It seems I can never do it easily and then it sometimes just magically appears.    I have successfully connected desktop to a SharePoint list.    Now I want to schedule a refresh on that SharePoint list. 

 - We do not have any on-premises data and we do not use Gateway connections. 

 - I have several other SharePoint lists that I connect to directly - so have got this working before.   

I can successfully set it up and connect to the data with the desktop.   So I know I am connecting correctly...and I can enter data in the SharePoint list and refresh my desktop file with no issue.  

But I cannot get the Data Source Connection to not be greyed out.     Any tips or suggestions?  

[v-yingjl]

Hi @Anonymous ,

If you've fixed the issue on your own please kindly share your solution. If the above posts help, please kindly mark it as a solution to help others find it more quickly. Thanks!

Best Regards,
Yingjie Li

[v-yingjl]

Hi @Anonymous ,

Sorry for replying late. If you connect to Sharepoint list instead of Sharepoint online list, you need to configure a gateway for it if you want to refresh it. Sharepoint online list is a cloud service that needs not a gateway so that it can be refreshed directly.

Best Regards,
Yingjie Li

If this post helps then please consider Accept it as the solution to help the other members find it more quickly.