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Enabling multiple users on source data stored on SharePoint
Hi, The source data of my report comes from three excel files. The data in these files will be updated periodically. These files are stored on SharePoint. Here's the requirement. To enable f...
Hi Enigma ,
- Yes, you need to give them access to the workspace as well.
- Once the owner of dataset set the credentials, all the members share it.
- First of all, when you refresh the dataset, the report will not immediately display the latest data before you refresh the report. Dataset refresh is a data source refresh to get the latest data. Since the power bi report caches the last state of the current visualization, the report refreshes, fetching the latest data from the dataset to the report.
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Best Regards,
Dedmon Dai
Thanks v-deddai1-msft
Yes, there was an issue with the credentials. I reset them and the refresh started working.
I had a few more questions around this, though.
- If I want to allow my teammates to be able to refresh the dataset, is it necessary to give them access to the workspace as well? I had shared the report with them and gave them read, reshare and rebuild access. However, they could see only the report and not the dataset. Only when I gave them access to the workspace, could they see the dataset( and the refresh now option) as well.
- I could do the dataset refresh once I reset my credentials. But none of my team mates were asked for their credentials when they performed the dataset refresh. How does this work? Are credentials of only the dataset creator necessary?
- What is the difference between refreshing a report and refreshing a dataset? The .pbix file is stored on my local disk. But the source data (excel files) for the report is stored on SharePoint. In this context, what will each refresh do?
Thanks!
Hi Enigma ,
- Yes, you need to give them access to the workspace as well.
- Once the owner of dataset set the credentials, all the members share it.
- First of all, when you refresh the dataset, the report will not immediately display the latest data before you refresh the report. Dataset refresh is a data source refresh to get the latest data. Since the power bi report caches the last state of the current visualization, the report refreshes, fetching the latest data from the dataset to the report.
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Best Regards,
Dedmon Dai