Get data using sharepoint

[powerbidev123]

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.

[Ritaf1983]

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]

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 · Accepted solution]

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.

[powerbidev123]

Thanks @Ritaf1983 . The video helped

[ThomasWeppler]

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

[powerbidev123]

Thanks @ThomasWeppler