Forum Discussion

harsh's avatar
harsh
Helper I
9 years ago
Solved

How to load csv file from Sharepoint folder ?

Hello all,   I 'm new to Power BI, I need to upload data from csv file located in sharepoint folder.   This is the complete connection(not posting exact link) however it says invalid url(coz of ....
  • v-ljerr-msft's avatar
    v-ljerr-msft
    9 years ago

    Hi harsh,

    I 'm not looking to get the name of the document names in tables as in your case, I 'm trying to open csv file to load data into the tables 

    Indeed, I knew exactly what your requirement is. I posted those photos above just wanted to let you know that I can load all files(including all files within sub folders) using the root URL like yours.:smileyhappy: We can then load data from csv file into tables in Query Editor. Following is the table I got from my "2016-02-05 Feb.csv" file on SharePoint.

     

    Here is an article about how to loading Excel/CSV Files from Sharepoint in Power BI Desktop for your reference.

     

    Regards

harsh's avatar
harsh
Helper I
9 years ago

Hi v-ljerr-msft,

 

Sorry for replying late, I was on vacation.

Thanks for helping, I followed the steps and it worked for .csv file, is it possible to schedule a refresh ? I was trying to schedule however it gives below error, even thought the credentials are correct. I guess we don't need to install gateway as it is sharepoint site. It would be great if you help me on this.

 

Your data source can't be refreshed because the credentials are invalid. Please update your credentials and try again.

Activity ID:2a7aa914-b1d4-4027-8744-b3aaae38b008
Request ID:a97ef2fc-75f9-8709-2748-b932ed665dcd
Status code:200
Time:Wed Nov 09 2016 13:47:18 GMT+0530 (India Standard Time)
Version:13.0.1700.581
v-ljerr-msft's avatar
v-ljerr-msft
Microsoft Employee
9 years ago

Hi harsh,

 

Yes, we can schedule a refresh for SharePoint Folder without installing the Gateway. I'm doing this currently and it works all fine for me.

 

Is it possible you are using different authentication methods for SharePoint credentials on Power BI Desktop and Power BI Service which may cause this issue. Please go and check if it is the case.:smileyhappy:

 

 

Regards

  • harsh's avatar
    harsh
    Helper I
    9 years ago

    Hi v-ljerr-msft,

     

    I have "undefined" as 3rd authentication mode instead of OAuth2 ?

    • v-ljerr-msft's avatar
      v-ljerr-msft
      Microsoft Employee
      9 years ago

      Hi harsh,

       

      That's a little weird. I have never seen this before. I'm not familiar with the authentication mechanism of SharePoint. Is it possible for you to use Window authentication for SharePoint Folder on both Power BI Desktop and the service in this scenario?

       

      Regards

      • harsh's avatar
        harsh
        Helper I
        9 years ago

        Yeah thats strange, could you please let me know how to make windows authentication in Power bi desktop ?