Another Sharepoint Folder Issue- Schedule Refresh **NO/ Desktop Refresh ***YES

[troyhimes]

A dataset that includes connections to SQL server, site network, & online Sharepoint folder has successfully been refreshing via Power BI service using a Personal Gateway and scheduled refresh.  Today automatic refresh failed due to 'invalid credentials' for the Sharepoint folder data source.

It refreshes successfully using Desktop and permissions are set as below and I am logged into my Microsoft account. 

Published to Power BI service and either manual refresh or scheduled refresh fails due to 'invalid credentials' for the Sharepoint data source.  Dialogue box pops up on 'Edit Credentials' as indicated below.

I attempt to change 'Authentication method' to OAuth2 but 'Sign in' produces no action regardless of what Privacy level is chosen.  The 'Configure' dialogue box remains completely functional but nothing happens when 'Sign in' is clicked. 

As mentioned above, this is a new issue that occurred with no change to the original pbix file.

What am I missing?!!

[troyhimes]

@collinq ....maybe this was your point, but still...Odd behavior resulting from differing privacy levels on the data sources.

Excel datasource was incorrect which didn't result in that connection failing on refresh, but rather prevented me from changing the privacy levels of the Sharepoint connection.

3 datasources:

1. on premises SQL db

2. on premises Excel sheets

3. Sharepoint folder

pbix file had correct privacy level settings (Organizational) for SQL and Sharepoint but the Excel sheets were set to private.  Everything, as expected, refreshed fine on the desktop.

Scheduled refresh had correct setting for SQL but the Excel sheets were set to Organizational.  Both SQL and Excel connections refreshed without issue but the Sharepoint connection failed and I was unable to Sign In when editing the Connection details for Sharepoint.

Once I set (corrected) the Excel privacy level settings in the pbix file to Organizational and published, it allowed me to edit the connection details of the Sharepoint connection and we all lived happily ever after.

[collinq · Accepted solution]

HI @troyhimes ,

As you may know, the sign on type for both the file and the gateway need to be the same (in this case, Organizational and OAuth2).  If those are the same, then I am wondering if the SharePoint permissions (not necessarily your pbix file or your document/list in SharePoint) but the permissions for SharePoint in general and/or how SharePoint is reached have changed.  It also could be a firewall/network modification between you and the data source.  Can you confirm that this is not the case?

[troyhimes]

Hi @collinq , checked with IS, nothing has changed in regards to firewall or network.  As far as permissions, everything is working as expected in the desktop version.