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Anonymous
Not applicable

Scheduled refresh power BI report with sharepoint list and excel

Hi,

I have created report using multifuel data sources- Share point lists and excels from share folder.

Currently I need to manually refresh the report and publish it again so the data will get updated….

I want to add scheduled refresh but do not succeed to make it happen.

I entered "Mange"--> "Scheduled refrash" tab but i can't becouse there is notification:
"Stored credentials for this report are missing. Please go to the Data Sources page for this report and set your credentials for each data source to enable scheduled data refresh "
So i moved to "data sources" tab and tried to connect sources but i get error "log on failed": tried various combinations but not sure what credentials
 they request or which password.... 
How can i find the correct credentials?

Is it possible to schedule refrash for this kind of report?

hmoshe_4-1707801412864.png

 

hmoshe_2-1707800984628.png

hmoshe_3-1707801277025.png

 

Thanks,

Hila

 



1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @Anonymous ,

For local excel files, our credentials in the report server are generally authenticated with windows, using the local local hostname and password

For sharepoint type files, access tokens can be obtained via OAuth 2.0.

Below is the official link will help you:

Set Credential & Connection Information for Report Data Sources - SQL Server Reporting Services (SSRS) | Microsoft Learn

Best Regards,

Xianda Tang

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
Anonymous
Not applicable

Hi @Anonymous ,

For local excel files, our credentials in the report server are generally authenticated with windows, using the local local hostname and password

For sharepoint type files, access tokens can be obtained via OAuth 2.0.

Below is the official link will help you:

Set Credential & Connection Information for Report Data Sources - SQL Server Reporting Services (SSRS) | Microsoft Learn

Best Regards,

Xianda Tang

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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