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, I also make some tests to reproduce your situation, I created a report based on a dataset connected to SharePoint, and I can get the dataset refreshed successfully without gateway, like this:
Then I shared the workspace to my collegue’s username account(his account don’t have access to my sharepoint site level), then I used his account to take over and refresh the dataset, I got the same error:
Then I go to my sharepoint site to add him as as admin of my site:
Then I update the credential using OAuth method and refresh again, I succeeded:
Therefore, I think the admin of the sharepoint site is enough to get the credential to refresh the dataset, you should check these things:
- If you are the admin or the member of the sharepoint site
- Have you updated the dataset and use OAuth method then sign in the correct account.
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.
Thank you for testing and confirming the issue I am facing.
Yes, I am in the same situation and do not have admin access to the site "myprojectdev" but have member access. And do not have root sharepoint online access. Now that explains why I was not able to process the data. Glad you provided the answer in details. I will request for Admin access meanwhile for the site "myprojectdev".
Follow-up,
- I can browse the files using browser. I am just wondering why it asks for / need admin permission?
- I am doubtful they will give admin access to me. In such case, Is there any alternative?
Regards
S
