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don075's avatar
don075
Icon for Helper II rankHelper II
9 months ago
Solved

Setting up data source on power bi on-premise server with sharepoint

Some users in our department will be creating power bi reports using online sharepoint lists and publishing them with the on-premise report server. User will be creating their own share point lists f...
  • Nasif_Azam's avatar
    9 months ago

    Hey don075 ,

    Power BI Report Server (on‑prem) can not schedule refresh for SharePoint Online list/data sources. PBIRS only supports SharePoint on‑prem for scheduled refresh. SharePoint Online List/File/Folder are explicitly marked not supported for scheduled refresh in PBIRS. PBIRS does not support OAuth2/Organizational Account authentication that SharePoint Online requires for background refresh. Only Windows/Anonymous credentials are available in PBIRS data source settings. 

    Power BI report data sources in Power BI Report Server

     

    Workarounds:

    1) Stage the cloud data to a PBIRS‑supported source, then refresh from there. Use Power Automate / scripts to export your SharePoint Online lists to CSV in a file share (or a local folder), or to a SQL Server table. Point your PBIRS report to that local file/folder (Folder/CSV connector) or SQL Server and schedule refresh with Windows auth. If you choose SQL Server then schedule the ETL to keep tables in sync; PBIRS supports scheduled refresh for SQL Server.

     

    2) Sync the SharePoint library locally to use OneDrive Sync for the SharePoint document library to a local path on the PBIRS server; connect PBIRS to that local folder and schedule refresh using Windows credentials.

     

    3) Host the report in the Power BI Service (cloud) instead of PBIRS. If moving the report is acceptable, SharePoint Online sources (lists/files) can be scheduled for refresh directly in the Service using OAuth2 credentials—no on‑prem gateway required for SharePoint Online. How to schedule refresh of a cloud file source in Power BI

     

    Best Regards,
    Nasif Azam