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Epidot's avatar
Epidot
Regular Visitor
3 years ago
Solved

Unable to auto refresh Dataset using Power Automate due to Data Source Credentials being greyed out

Hi,

 

I have multiple Datasets being refreshed by Power Automate in my organisation where the data source is a Sharepoint List. With these i get the following. All works fine.

 

However ive now tried to refresh  a data set using power automate where the data source is a Excel file. It doesnt matter if I save this file in Sharepoint folder or my One Drive. I get this issue. Its greyed out.

 

We do not have a gateway enabled so i have to refresh via Power Automate.  Why are credentials disabled for a Excel file but all is fine for a Sharepoint list?

 

thanks

 

  • Epidot's avatar
    Epidot
    3 years ago

    Yes however i think i found the solution.  I needed to get data in power bi from 'Web' and insert the local path URL of the spreadsheet found in the file Info section.  This way Power bi points to the correct path without needing a gateway. Now i see options for credentials. I just need to configure credentials and hope it works.

     

     

9 Replies

  • The credentials are disabled for an Excel file in Power Automate because Excel files are not supported as a data source for Power Automate cloud flows. If you want to refresh them using Power Automate, you need to use a gateway to establish a secure connection to the Excel file.

    If you don't have the ability to configure the gateway, you can save the Excel file to OneDrive (for Business) or Sharepoint using the suitable connector in Power Automate and then use Get rows/ Get tables actions, depending on your need >Apply to each > Process the data and use  "Update row" or "Add row"  actions.

    Please not that this workaround may not be suitable if you are dealing with  large or complex Excel files

    • Epidot's avatar
      Epidot
      Regular Visitor

      Thanks for explaining why it isn't working. I'm not sure this will work for me in power automate.  I already use a flow to save the excel spreadsheet to OneDrive. It overwrites itself each hour from an email attachment.

      It has no table and I don't need to amend the file so I don't need get rows.i  just need to refresh the dataset on a trigger..without a gateway this is therefor impossible?

  • Epidot's avatar
    Epidot
    Regular Visitor

    Working.  Hope this helps others. Thanks for assistance.

     

  • My Data source credentials is greyed as well, what can I do?