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Chris_23
Helper II
Helper II

Refreshing Excel Pivot Table from Power BI Dataset

Hello guys,

 

I have exported myself a pivot table in Excel from Power BI service --> "Analyze in Excel" function in the Power BI Service, open the .odc file in excel and create the pivot table. .
In the properties this is set to Refresh on open.
This all fits as long as someone with a Power BI Pro license opens the file.

But if another user, who does not have a Power BI Service account, opens the file, an error message appears: Initialization with the data source failed......
That is why I have set my user in the authentication settings. However without success:

 

question.PNG


Shouldn't an update also be possible by a user who does not have a Power BI Pro license?


Kind regards
Chris

 

1 ACCEPTED SOLUTION
v-yingjl
Community Support
Community Support

Hi @Chris_23 ,

As far as I know, this option uses Secure Storage Service, and then enter the appropriate identification string in the SSS ID text box. A site administrator can configure a SharePoint site to use a Secure Storage Service database where a user name and password can be stored. 

Please refer: Connection properties in excel

In addition, to use Analyze in excel from power bi service, it requires that the dataset be in Power BI Premium or that the user have a Power BI Pro license. When you open the excel, it authenticates the connection from Excel to Power BI.

Please refer: Analyze in Excel 

 

In summary, if a user wants to refresh the analyzed excel file, he should have access to this datasets and have a Power bi Pro license or the dataset is in Power bi Premium.

 

Best Regards,
Community Support Team _ Yingjie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
v-yingjl
Community Support
Community Support

Hi @Chris_23 ,

As far as I know, this option uses Secure Storage Service, and then enter the appropriate identification string in the SSS ID text box. A site administrator can configure a SharePoint site to use a Secure Storage Service database where a user name and password can be stored. 

Please refer: Connection properties in excel

In addition, to use Analyze in excel from power bi service, it requires that the dataset be in Power BI Premium or that the user have a Power BI Pro license. When you open the excel, it authenticates the connection from Excel to Power BI.

Please refer: Analyze in Excel 

 

In summary, if a user wants to refresh the analyzed excel file, he should have access to this datasets and have a Power bi Pro license or the dataset is in Power bi Premium.

 

Best Regards,
Community Support Team _ Yingjie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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