Forum Discussion
Trying to get Power BI to work with an Excel Data Source
Microsoft Support helped me find the answer. It's actually pretty easy. Just need to go to Edit Queries > Data Source Settings and you can get to all the remembered credentials.
Why though would this be hidden under the Edit Queries button is beyond me. It really needs to be displayed somewhere a little more obvious. Or maybe shown as an option under Get Data as well...
But in here I can edit the settings and clear ones that I don't want applied.
Thank you blopez11 and Anonymous for the tips.
The link that you provided blopez11 proved helpful for getting me to try connecting again with a file from PBI Desktop. I was able to successfully connect an Excel file to OneDrive using the in-depth walkthrough provided in this article: https://5minutebi.com/2018/04/09/power-bi-using-and-refreshing-excel-datasources-with-onedrive/
I was able to get it working with my personal OneDrive for Business account, but I really wanted it to work with the Sales Dash site that I'd set up, since this is what we're using for this project. When I try to connect to the Sales Dash OneDrive using the process that works for my personal OneDrive account, I get the error:
This error prevents me from moving any further. Here is what OneDrive looks like for me. I tried connecting from Sales Dashboard as well as from my Dev/Testing site, but I get the same error each time.
Anonymous,
It seems that you are connecting to csv file that locates on SharePoint online site. Please enter the following url instead in web connector and use organizational account. There is an example for your reference.
https:// your root site url/Shared%20Documents/your folder name/yourcsvname.csv
Regards.
LydiaThanks Anonymous (Lydia),
But unfortunately for me, the Access Web Content page (second screen shot that you sent) no longer comes up, so I don't have the choice for organizational account any longer. I just get the error message Access to the resource is forbidden. I'm thinking that there is a bug because I believe I entered the information in once, but I chose wrong on that Access Web Content page. But now I can't get back to it.
Anyways, I'm going to put the data into a database instead of an Excel file. This should fix the issue for me, but it won't resolve the bug.
Thanks!
Drew
Anonymous (Lydia),
I believe I found the answer!
I was trying to load the Excel data by going through the process documented here:
https://docs.microsoft.com/en-us/power-bi/desktop-use-onedrive-business-links
But when I followed the steps I no longer see the Access Web Contents screen below:Access Web contents screen
Instead I just go right to the error message:
So that appears to be a bug in the Power BI program. Admittedly, it's a pretty subtle one, but I was able to replicate it with another OneDrive for Business document that was made available through a SharePoint library. It looks like I get the Acess Web Contents screen the first time, but then later, I just go right to the error message if my initial choice in Access Web Contents wasn't correct.
So here is the solution:
It's actually pretty easy. Just go to the SharePoint / OneDrive folder contatining the files you want to work with and click Sync:
Then you will get a URL in file Explorer that you can use in Power BI.
This time in Power BI, click Get Data > Excel (instead of Web) and use the URL that you got from File Explorer.
Mine was C:\Users\username.DOMAIN\Company Name\Sales Dashboard - Documents.
Then I can get the data in Power BI.
Do this worked for getting the data into Power BI Desktop. But it didn't solve my issue with Power BI getting to the service. Instead I needed to move the data to the database.
:(
I've got a support ticket open with Microsoft for this issue. I think it's a bug.