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Anonymous's avatar
Anonymous
Not applicable
9 years ago
Solved

Help!! - Having trouble adding a SharePoint Excel to an On-Premises Data Gateway

Hi,

I have a dedicated Server running On-Premises Data Gateway. Through logging on to that Server I can see the Data Gateway is installed and running.


I logon to the Power BI Service account (UserA) that will be used to add datasources to the Data Gateway. This is the same account that was signed into when configuring the Data Gateway on the dedicated Server. So the UserA Power BI Service account should see the configured Data Gateway available to add data sources against it - and I confirm I can see it.

 

I have an Excel file residing in a SharePoint location. I want to add that Excel file as a data source against the Data Gateway via the UserA Power BI Service account. When attempting this is is failing - why?  Below is the screenshot I receive notifying of the error (I've hidden the full details but it was only the SharePoint path). I've tried connecting to this Excel file in SharePoint using Datasource Type = 'File', 'SharePoint, and 'Web' but no joy on any of the attempts.

 

 

Two tests I have done to narrow down the issue:


1) When opening the .pbix file using the UserA account and clicking 'refresh', it does successfully refresh the data (of course I am prompted for to provide the UserA credentials). From this test, I know that UserA has permissions to the source data and it's locations.

 

2) In the UserA Power BI Service account I add a datasource to the Data Gateway. This datasource is an Excel file on the local drive. The datasource is added successfully. From this test, I know datasources be added to the Data Gateway using the UserA account.

 

With the two tests above having completed successfully then why is the failure I'm receiving happening?

Thanks in advance.

  • Anonymous's avatar
    Anonymous
    9 years ago

    Anonymous,

    Please mark appropriate replies as solutions to close this thread if your issue is solved. That way, other community members would easily find the answer when they get same issues.

    Regards,
    Lydia

9 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Anonymous,

    Does your Excel file reside in SharePoint Online site? If that is the case, when your dataset only contains the Excel data source, gateway is not required to refresh your dataset.

    In Power BI Service, go to Settings->Datasets and find your dataset, you should find that Power BI Service connect directly to your data source, after you edit the credential for your data source, you are able to set schedule refresh for the dataset.

    Regards,
    Lydia

    • Anonymous's avatar
      Anonymous
      Not applicable

      Thank you Lydia.

      The Power BI Dashboard has data from SharePoint (Excel) and On-Premises. I wondered if an On-Premises Gateway was required for both types of datasources (including SharePoint Online) if the report took data from both Online and On-Premises data.

      I guess not. I have a blocker preventing me from testing this right now, but once removed I'll test without the Gateway configuration for SharePoint Online datasource.

      • Anonymous's avatar
        Anonymous
        Not applicable

        Anonymous,

        If your dataset combines sharepoint online data source and on-premises data source, please use personal gateway to refresh your dataset. On-premises gateway is not suitable for this scenario as it doesn't support OAuth type authentication, thus we are not able to add SharePoint Online data source within on-premises gateway.

        Regards,
        Lydia