Export To file in group receiving needs effective identity error

[Don-Bot]

I am currently trying to run the export to file in group rest api however I am getting the "needs effective identity" even though I am providing that.  Can someone point to me as to what I am doing wrong?

https://learn.microsoft.com/en-us/rest/api/power-bi/reports/export-to-file-in-group#code-try-0

        public string  PBIInitialExportRequest(int customerID, Guid workspaceGUID, Guid datasetGUID, Guid reportGUID, string format)  
        {
            try
            {
                //string baseUrl = $"{ConfigurationDataAccess.PBIConfigs.RestApiGroupUrl}/{ds.WorkspaceGUID}/datasets/{ds.DatasetGUID}/Default.BindToGateway";
                string baseUrl = $"{ConfigurationDataAccess.PBIConfigs.RestApiGroupUrl}/{workspaceGUID}/reports/{reportGUID}/ExportTo";
                //POST https://api.powerbi.com/v1.0/myorg/groups/{groupId}/reports/{reportId}/ExportTo
                RestClient client = new RestClient(baseUrl);
                RestRequest request = CreatePostRestRequest();

                Guid gatewayObjectID = new Guid(ConfigurationDataAccess.PBIConfigs.AzureDatabricksGatewayObjectId);

                List<Guid> datasourceObjectIds = new List<Guid> { new Guid(ConfigurationDataAccess.PBIConfigs.AzureDatabricksDataSourceObjectId) };

                request.AddJsonBody(new
                {
                    Format = format,
                    EffectiveIdentity = new
                    {
                        Username = customerID.ToString(),
                        Roles = new List<string> { "Company_User" },
                        Datasets = new List<string> { datasetGUID.ToString() }
                    },
                    datasourceObjectIds = datasourceObjectIds,
                    gatewayObjectID = gatewayObjectID
                });

                IRestResponse response = client.Execute(request);
            

                if (response.IsSuccessful)
                {
                    // Parse the response content to extract the id
                    var jsonResponse = JObject.Parse(response.Content);
                    string exportID = jsonResponse["id"].ToString();

                    //ApplicationLog.LogMessage($"Gateway assigned to dataset ({ds.DatasetName}) successfully. Export ID: {id}", LogName);
                    return exportID;
                }
                else
                {
                    // The request failed
                    //ApplicationLog.LogMessage($"Failed to assign gateway to dataset ({ds.DatasetName}): {response.StatusCode}", LogName); ;
                    return null;
                }
            }
            catch (Exception er)
            {
                return null;
            }
        }

[v-sdhruv]

Hi @Don-Bot ,
Just wanted to check if you had the opportunity to review the suggestion provided?
If the response has addressed your query, please accept it as a solution  so other members can easily find it.
Thank You

[v-sdhruv]

Hi @Don-Bot ,
Just wanted to check if you had the opportunity to review the suggestion provided?
If the response has addressed your query, please accept it as a solution  so other members can easily find it.
Thank You

[v-sdhruv]

Hi @Don-Bot ,
Just wanted to check if you had the opportunity to review the suggestion provided?
If the response has addressed your query, please accept it as a solution  so other members can easily find it.
Thank You

[v-sdhruv · Accepted solution]

Hi @Don-Bot ,

The  " needs effective Identity" error typically means Power BI was not able to resolve the Effective Identity you're passing. Even though you're providing one, it's likely that one or more parts of it are incorrect or incomplete.
Here’s some steps you can follow how to fix them:

1. Check RLS - Make sure  (RLS) is enabled on the dataset

If the dataset does not have RLS roles defined, Power BI will ignore the Effective Identity, and you'll get this error. Check that:

• The dataset you're targeting has at least one RLS role (e.g., "Company User")

• The user you're simulating (Username) is valid for that role

Go into Power BI Desktop → "Modeling" tab → "Manage Roles" → ensure "Company User" role exists.

2. Use the powerBIReportConfiguration Wrapper

The identities field should not be top-level. It should go inside the powerBIReportConfiguration object.

Wrap identities under  powerBIReportConfiguration

3.Check the response body when the API fails. Even if  response.IsSuccessful is  false , the  response.content might contain a message like : "The effective identity is invalid."
Log it for easier debugging.

Hope this helps!
If the response has addressed your query, please Accept it as a solution ' so other members can easily find it.
Thank You