Forum Discussion

Chris_23's avatar
Chris_23
Helper II
5 years ago
Solved

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:

 


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


Kind regards
Chris

 

  • 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.

1 Reply

  • v-yingjl's avatar
    v-yingjl
    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.