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powerbidev123's avatar
powerbidev123
Solution Sage
1 year ago
Solved

Get data using sharepoint

Hi Community,

 

Scenario: In my organisation, I need to pull an online excel file which is located in another user's account.  Need suggestion on how to go about this . 

I tried getting the file using web as source but the credentials don't work . I believe because of the file not being located in my personal sharepoint.

 

 

 

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  • powerbidev123's avatar
    powerbidev123
    1 year ago

    Thanks Ritaf1983 for your quick reply. I have the editing access to the file and all.  The link looks something like this. I didn't understand this part "Enter the URL of the SharePoint site (not the file itself) and navigate to the folder containing the Excel file" . Exactly which part of the URL should I enter the SiteURL . 

     

    I tried putting the root URL till the personal/<useremail> part but getting this error

     

6 Replies

  • ThomasWeppler's avatar
    ThomasWeppler
    Impactful Individual
    1 year ago

    hi powerbidev123 
    Try and ask that question in the power Bi service forum. They are usally better at answering questions like this. 🙂

  • Ritaf1983's avatar
    Ritaf1983
    Super User
    1 year ago

    Hi powerbidev123 

    To pull an online Excel file located in another user's SharePoint account, you must have access permissions to the SharePoint folder or file where the Excel file resides. Without proper permissions, authentication will fail, which is likely why you're encountering issues with credentials.

    Here's what you need to do:

    1. Request Access Permissions:

      • Ask the file owner to share the SharePoint folder or file with you via your organizational email.

    2. Use the SharePoint Folder Connector:

      • In Power BI Desktop, connect using the SharePoint Folder connector.
      • Enter the URL of the SharePoint site (not the file itself) and navigate to the folder containing the Excel file.

    3. Authenticate with Organizational Account:

      • When connecting, select Organizational Account and sign in with your work credentials.

    4. Update Credentials in Power BI Service:

      • After publishing the report to Power BI Service, go to Settings > Datasets > Data Source Credentials and ensure your credentials are set to the Organizational Account.

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

     

     

     

    • powerbidev123's avatar
      powerbidev123
      Solution Sage
      1 year ago

      Thanks Ritaf1983 for your quick reply. I have the editing access to the file and all.  The link looks something like this. I didn't understand this part "Enter the URL of the SharePoint site (not the file itself) and navigate to the folder containing the Excel file" . Exactly which part of the URL should I enter the SiteURL . 

       

      I tried putting the root URL till the personal/<useremail> part but getting this error

       

      • Ritaf1983's avatar
        Ritaf1983
        Super User
        1 year ago

        Hi again, you don't need all the paths.
        Please refer to the linked video:
        https://www.youtube.com/watch?v=F6hUJNluBu8

        (from minute 2 )

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