Forum Discussion
CSV file from SharePoint - refresh - credentials issue
Hi, sevenhills
According to your follow-up, I make some additional test, first I change the colleague account to a member of the site, then I use his account to refresh the dataset again, I still succeeded:
This result indicates that both member and admin of the site can refresh the dataset.
Then I wonder if it’s because you don’t have access to the root website. I changed to another account outside the organization, which can not access the root website. Then I added it to my site, it showed as a guest in the list:
Then I use this account to take over and refresh the dataset, I tried manual refresh and scheduled refresh, you guess what? They both succeeded!
Therefore, I think that your member access to the SharePoint site is enough for you to refresh the dataset. I suggest you to create a new workspace and publish the report again to the new workspace and try to refresh the dataset.
What’s more, my share point site is a private group, what’s your group type?
Best Regards,
Community Support Team _Robert Qin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi, sevenhills
In my opinion, the refreshing dataset has nothing to do with the workspace if you are the workspace admin. It’s only related to the credential problems, Here are the things you should check again:
- Edit the credential using the OAuth2 method and login with the correct account.
- Make sure you can refresh the dataset successfully in the Power BI desktop when you click “Refresh”.
If you still can not solve this problem, I suggest you to mark this reply as a solution and go to create a Power BI support ticket for better help
How to create a support ticket in Power BI
Thank you very much!
Best Regards,
Community Support Team _Robert Qin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi, sevenhills
According to your description, you said that the other colleague can refresh the dataset successfully but you failed. Do you use the same credential as they used? You should also check if you have used the correct link to connect to the share point:
To connect to Excel that is located under Documents of SharePoint online site, please use the URL below.
https://xxxxx.sharepoint.com/sites/<sitename>/Shared%20Documents/<Yourexcename>.xlsx
To connect to Excel that is located under a folder in SharePoint online Documents, please use the URL below.
https://xxxxx.sharepoint.com/sites/<sitename>/Shared%20Documents/<Foldername>/<Yourexcename>.xlsx
Then in the upper-right corner of the Power BI service, go to the gear icon ->Manage gateways., tick on the option "Allow user's cloud data sources to refresh through this gateway cluster" like below, click "Apply".
You can learn more: https://docs.microsoft.com/en-us/power-bi/service-gateway-mashup-on-premises-cloud.
Best Regards,
Community Support Team _Robert Qin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
I am sorry, unfortunately your reply to the post does not matches what I am looking.
- I have csv file and you are replying and talking about .xlsx file
- I have both sharepoint and power bi service as online (cloud) and you are saying gateway. we don't need gateway if they are both on cloud online. Isn't it?
My colleague credentials works and mine does not work. we both have same privileges at Sharepoint site level "https://mycompany.sharepoint.com/sites/myprojectdev"
Only difference is I don't have access to https://mycompany.sharepoint.com/
and my colleague has access to https://mycompany.sharepoint.com/
Thanks