Data source credentials greyed out.

[amshumansunkurd]

I want to schedule automatic refreshes for my data sources in Power BI without using a Gateway. My data is coming from an Excel file stored in OneDrive via Microsoft Teams (which opens in SharePoint when accessed through the web).

However, when I use the file's URL, it appears as /teams/ instead of /sites/.

In Power BI Service, the Data Source Credentials option is disabled (greyed out), and the scheduled refresh fails.

Please help me understand the issue and suggest a solution.

[MasonMA · Accepted solution]

Try using SharePoint or OneDrive for Business links, not Teams shortcuts. For SharePoint files, it is more reliable to use Power BI built-in connector SharePoint Folder and Web connector for OneDrive with the correct file URL (direct path, not a sharing link).

If you are still seeing Data Source Credentials greyed out, you may check this post here

Solved: Data Source Credentials is greyed out & Sharepoin... - Microsoft Fabric Community 

[xifeng_L · Accepted solution]

Hi @amshumansunkurd 

You can get the url from detail info of excel file, as below:

Then, use below PowerQuery expression to read the data:

let
    ExcelFileUrl = "pls input excel file url here",
    SheetName = "pls input sheetname here",

    ExcelWorkbook = Excel.Workbook(Web.Contents(ExcelFileUrl),true,null),
    Result = ExcelWorkbook{[Item=SheetName,Kind="Sheet"]}[Data]
in
    Result

Did I answer your question? If yes, pls mark my post as a solution and appreciate your Kudos !

Thank you~

[v-menakakota]

Hi @amshumansunkurd ,
Thanks for reaching out to the Microsoft fabric community forum. 

I would also take a moment to thank @xifeng_L   , for actively participating in the community forum and for the solutions you’ve been sharing in the community forum. Your contributions make a real difference.

I hope the above details help you fix the issue. If you still have any questions or need more help, feel free to reach out. We’re always here to support you .

Best Regards, 
Community Support Team  

[v-menakakota]

Hi @amshumansunkurd ,

I hope the above details help you fix the issue. If you still have any questions or need more help, feel free to reach out. We’re always here to support you .

Best Regards, 
Community Support Team  

[MasonMA · Accepted solution]

Try using SharePoint or OneDrive for Business links, not Teams shortcuts. For SharePoint files, it is more reliable to use Power BI built-in connector SharePoint Folder and Web connector for OneDrive with the correct file URL (direct path, not a sharing link).

If you are still seeing Data Source Credentials greyed out, you may check this post here

Solved: Data Source Credentials is greyed out & Sharepoin... - Microsoft Fabric Community 

[Adeyemi]

Hi,
Can you confirm if the file URL starts with sites and not teams. Only the /sites/ format is accepted by the Power BI connector. If not, get the correct sharepoint url. Sign in with MS account, republish the report. In service, edit credentials and schedule refresh.

Hope that helps!