Can't refresh the data in excel from semantic model

[LeonH1994]

Hi,

I created an Excel worksheet with the data from the semantic model by using the "Analyze in Excel" feature and I added my clients as contributors of the workspace, but every time they try to open the file on the Desktop app they will get an error message saying they don't have the permission to the data and ask them to request, and when they click on the request button, they will be redirected to their own Power BI workspace instead of the workspace I added them to. However, the file works well when they open it in SharePoint directly. 

Also, I've overwritten the semantic model a few times, and every time I overwrite, I export the connection file from a new Excel created by "Analyze in Excel" and then import it to the old Excel and replace the connection there, will this affect the client's access?

Does anyone have any suggestions? Thank you very much! 

[sergej_og]

Did you set the permission for this one file to "allow user to export data..."?
You can do this in Desktop in Options --> Current File --> Report settings --> Data export.
Additionally pls check this setting in Service (Report settings aka ... magic three dots):

Regards

[LeonH1994]

Hi, thanks for your response. I checked with the client again and we found some evidence: the Power BI data is under Organisation A, and our clients' emails are already in Organisation B so I added them to Organisation A as external users, but every time they log in Excel desktop, they will be in organisation B and if they click on Get Data-> From Power Platform -> Power BI, then we will see their account are connecting to their personal PBI workspace under Organisation B. And seems there is no way to change their organisation in Excel? 

The steps of how I added them are:

1. Created a new Azure Tenant.

2. Created a new MS 365 tenant with the Azure global admin account.

3. Added the client to both the Azure and MS365 tenant and assigned PBI pro licences.

4. Created a new Power BI workspace with the admin account of Azure and MS365 tenant.

5. Added clients to the PBI workspace and assigned them as contributors.

Also I have made the change you mentioned to allow them to export data.

Below is a screenshot of the error they keep getting

[sergej_og]

..."to refresh this dataset you must have permissions".
Obviosly permission issue.
There are tenant settings which allow external user to connect to a shared sematic model etc.
 

or:

Just an idea to check and play around with these settings.

And your users don`t have another identity to login into tenant A - maybe a bad idea...?

Regards

[sergej_og]

I think login with your personal user is the most common way. At least for normal end user.
What are your thoughts on that?

Regards

[Sergii24]

Hi @LeonH1994, are your users logged-in with the organizational account in their Excel desktop? Are you 100% sure on that?