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Talvien's avatar
Talvien
Helper I
9 years ago
Solved

Can't refresh dataset from Excel File in SharePoint Online

I have a workspace and an Excel File in the related SharePoint Online of the workspace. When I want to refresh the dataset, where that SharePoint path is inserted, it keeps telling me, my credentials...
Need Help
  • Anonymous's avatar
    Anonymous
    9 years ago

    Hi Talvien,

    How do you connect to the Excel file from Power BI? Do you firstly connect to it from Power BI Desktop and then publish your dataset to Power BI Service? If that is the case, please use Organizational account to connect to Excel file in Power BI Desktop as shown in the following screenshot.


    Then in Power BI Service, choose “OAuth2” method when entering credential. I test the whole process and I can successfully refresh the dataset from Excel file in SharePoint Online.

     


    Thanks,
    Lydia Zhang

Anonymous's avatar
Anonymous
Not applicable
9 years ago

Hi Talvien,

How do you connect to the Excel file from Power BI? Do you firstly connect to it from Power BI Desktop and then publish your dataset to Power BI Service? If that is the case, please use Organizational account to connect to Excel file in Power BI Desktop as shown in the following screenshot.


Then in Power BI Service, choose “OAuth2” method when entering credential. I test the whole process and I can successfully refresh the dataset from Excel file in SharePoint Online.

 


Thanks,
Lydia Zhang

Talvien's avatar
Talvien
Helper I
9 years ago

Thank you Lydia!

 

The problem was that I used the Excel Connector instead of the Web Connector.

This worked for the initial import, but due to no authentication it couldn't be refreshed.