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PBITA's avatar
PBITA
New Member
5 years ago
Solved

Credentials

Hi, I have created a report on Pwer Bi desktop where the data are in a directory of my Sharepoint. In the desktop i don't have problem of refreshing data, but after have published it on the web, i ...
Need Help
  • Anonymous's avatar
    Anonymous
    5 years ago

    Hi PBITA 

    You cannot refresh in Power BI Service without entering credentials in Settings=>Dataset=> Data source credentials .

    So you need update your credentials then you can set scheduled refresh or refresh automatically in Power BI Service .

    Sign in with your account that can access your Power BI Service .

    When you update your credentials in Data source credentials ,you can see like this .

    Then you can try to refresh automatically ,you can see the result in Refresh history .If it successfully ,the Status is Completed .

    Best Regards

    Community Support Team _ Ailsa Tao

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Anonymous's avatar
Anonymous
Not applicable
5 years ago

Hi PBITA 

You cannot refresh in Power BI Service without entering credentials in Settings=>Dataset=> Data source credentials .

So you need update your credentials then you can set scheduled refresh or refresh automatically in Power BI Service .

Sign in with your account that can access your Power BI Service .

When you update your credentials in Data source credentials ,you can see like this .

Then you can try to refresh automatically ,you can see the result in Refresh history .If it successfully ,the Status is Completed .

Best Regards

Community Support Team _ Ailsa Tao

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

bitxln's avatar
bitxln
Regular Visitor
4 years ago

Anonymous Hi Ailsa, 

 

I did the steps as you show in the snapshot, however, no matter what kind of combination I chose, it failed. 

 

For my case, the data source (excel) is stored in a company SharePoint site. I can get the updated data throughout the Power BI desktop report without a problem. But once I publish the report to Power BI Service, the dataset cannot be refreshed due to the failure of credentials. 

 

Do you know what should I do? I am a Power BI Pro license user. 

 

Best,

Na

  • lbendlin's avatar
    lbendlin
    Super User
    4 years ago

    Is this an on-premise sharepoint or sharepoint online?  In the first scenario you will need to use a gateway.

    • bitxln's avatar
      bitxln
      Regular Visitor
      4 years ago

      Hi lbendlin ,

       

      I am using SharePoint in Microsoft 365 (formerly known as "SharePoint Online"). any advice on how to fix the data source update credential issue?

       

      Thank you in advance. 

       

      Best,

      Na

      • lbendlin's avatar
        lbendlin
        Super User
        4 years ago

        keep refreshing your OAUTH2 token in the dataset credentials section.  Annoying but there isn't much else you can do.