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rodrigomo's avatar
rodrigomo
Icon for Advocate II rankAdvocate II
9 years ago
Solved

How to configure On-premises Gateway to SharePoint Folder source

Hi everyone!

 

I tryed to configure an on-premises to SharePoint Folder source but I did not have success.

 

In Power BI Desktop it works very well, I could connect and read the files. However, when I published the application and tried to configure the gategay to make the schedule, I could not make the connection. See the prints below.

 

Anyone has any idea what is happen?

Thanks

  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Need Help

16 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    9 years ago

    Hi rodrigomo,

    Do you connect to folder placed on SharePoint Online site? If that is the case, when you want to set refresh for your dataset in Power BI Service, gateway is not required. As shown in the following screenshot, you connect directly to SharePoint Online .


    However, if you connect to folder located on on-premises SharePoint, please translate the above error message into English.

     


    Thanks,
    Lydia Zhang

    • rodrigomo's avatar
      rodrigomo
      Icon for Advocate II rankAdvocate II
      9 years ago

      You are right!
      It's just to confirm the credentials and not is necessary to configure a gatway when just SharePoint is being used.
      Thanks for this!

       

      However, my application reads data from SharePoint and(+) SQL Server base. In this case, I have an on-premises gateway to refresh the SQL data and it's not working. Apparently, the PBI services is waiting a personal gatway, but I need an on-premises gateway. See the PBI message below.

       

      I have used on-premises gateway for SQL data for other applications and it's work very well when just SQL data were used. SharePoint source can causes some problem or conflict?

       

      Thanks!

       

  • Anonymous's avatar
    Anonymous
    Not applicable
    6 years ago

    I had a similar problem and managed to create a workaround utilizing dataflows.  In my case the goal is to combine SSAS database with a Sharepoint Excel file into a single data set.  Here's what I did roughly:

    1) For the Excel on Sharepoint, I created a dataflow to read the Excel.  No gateway is selected.

    2) In Power Query (Desktop), I created a query for my SSAS database which is on premise (gateway required). Then I created another query where the source is my dataflow that I created in step 1.

    3) I published my dataset/report

    4) The refresh worked.

     

    Another thing to note here is to make sure you have the most recent gateway installed.  This is because the dataflow feature is relativley new in Power BI Service and since you want to use the dataflow as a source in PowerBI you need to make sure you have the most recent gateway installed or at least the one that support connecting to a dataflow from Power Query Desktop.

    • walkra's avatar
      walkra
      Icon for Helper III rankHelper III
      6 years ago

      Hi, J_K, How Are You?.  

      Thank You Very Much. Today I will try to carry out your advice. I don't remember that I used dataflows before (maybe I did it but I don't know the concept). I then tell him how I left.

      Thank You Very Much,  again. 

       

  • Anonymous's avatar
    Anonymous
    Not applicable
    7 years ago

    I think this is what we are asking for.

    This video Link: https://www.youtube.com/watch?v=cKzdDO2W5-Y&t=53s, Shows how to create a Working Group on Power BI Service. It's the new technique for Working Groups not associated with Groups created on Office 365.

     

    The video shows first how to create a working Group.

    Now it comes. Then it shows how to associate Group created on O365 Sharepoint with Power BI Service, New Working Group.

    A group on Sharepoint have it's own email. Which automatic will be created when the Group is created on Sharepoint.

    It's important that this email it's added to the new Working Group. 

    Now the Office 365 Sharepomit Group is associated. 

    With Planning update It will also opdate from files on Sharepoint.

    In my own setup. It's also connected with Odata to Navision.

     

    Earlier in this Subject Person: ausan have place a link: https://docs.microsoft.com/en-us/power-bi/service-gateway-mashup-on-premises-cloud. 

    I have done the same setup. 

    Tried with and without. The Sync with sharepoint Goup work anyway.

    I have also tried only with https://docs.microsoft.com/en-us/power-bi/service-gateway-mashup-on-premises-cloud., then it doesn't sync.

     

    • walkra's avatar
      walkra
      Icon for Helper III rankHelper III
      6 years ago

      Hi, How Are You. I have tried to do everything I read in different publications but I still have not been able to configure the update schedule. Our report is connected to data from Solman (SAP) and Sharepoint but for this I have had no way to work, and therefore, I can not update from Power BI Service (app.powerbi.com) but yes I can update manually from Power BI Desktop

      My Power BI Service license (app.powerbi.com) is different from Sharepoint, but under "Data source credentials" I enter the license without any inconvenience. The only rare thing that every time I press "Edit Credentials" asks me to re-enter the Sharepoint license (maybe it is correct that this is so; I enter here every time I read a note on this topic because I no longer know that I do).

      I have tried to do everything that I think is necessary, but since I do not understand much English there are some things that are beyond my understanding (I use translate.google a lot).

      I attached some screen printing of how it is configured and a step-by-step when I enter "Edit Credentials".

      I hope you can help me.

      Thank you so much.