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Anonymous's avatar
Anonymous
Not applicable
1 year ago
Solved

Establishing Cloud Connection w/ SharePoint Online

Hello,

 

I'm having issues with establishing scheduled refresh for a report I've developed. I created the report through Power BI Desktop, initially using a local Excel file as the data source. I uploaded the Excel file to a SharePoint Online document library, and switched the report source to the file on SharePoint Online using a SharePoint folder connector in Power BI Desktop. 

 

I've been able to create a cloud connection in Power BI Report Service to the Sharepoint Library, but am seemingly unable to set up scheduled refresh. I get a "data source is missing credentials" error when I attempt to refresh the data set through the Power BI web app (or through Power Automate flow that attempts automatic refresh), and am only able to refresh the data through Power BI desktop and then publishing the report. 

 

Is there a way to enable scheduled refresh, or will I have to use a different cloud source or on-premises data gateway?

 

Need Help
  • v-hashadapu's avatar
    v-hashadapu
    1 year ago

    Hi Anonymous , thank you for reaching out to the Microsoft Fabric Community Forum.

    Please try below:

    1. Go to the Power BI service, navigate to your dataset, and click on "Settings”. Under "Data source credentials," click "Edit credentials" and re-enter the credentials.
    2. Use OAuth2 for Authentication method.
    3. Since SharePoint Online requires an on-premises data gateway for scheduled refreshes, you'll need to install and configure one. Download and install the Power BI On-Premises Data Gateway on a machine that can access your SharePoint Online library. Open the Power BI Admin Portal and add the gateway. Assign the gateway to your dataset in the Power BI service.
    4. Go to the Power BI service and navigate to your dataset. Click on "Settings" and then "Schedule Refresh”. Select the gateway you installed and ensure the credentials are correctly configured. Set the refresh frequency and timing according to your requirements

    If this helps, please consider marking it 'Accept as Solution' so others with similar queries may find it more easily. If not, please share the details.
    Thank you.

4 Replies

  • v-hashadapu's avatar
    v-hashadapu
    Icon for Community Support rankCommunity Support
    1 year ago

    Hi Anonymous , thank you for reaching out to the Microsoft Fabric Community Forum.

    Please try below:

    1. Go to the Power BI service, navigate to your dataset, and click on "Settings”. Under "Data source credentials," click "Edit credentials" and re-enter the credentials.
    2. Use OAuth2 for Authentication method.
    3. Since SharePoint Online requires an on-premises data gateway for scheduled refreshes, you'll need to install and configure one. Download and install the Power BI On-Premises Data Gateway on a machine that can access your SharePoint Online library. Open the Power BI Admin Portal and add the gateway. Assign the gateway to your dataset in the Power BI service.
    4. Go to the Power BI service and navigate to your dataset. Click on "Settings" and then "Schedule Refresh”. Select the gateway you installed and ensure the credentials are correctly configured. Set the refresh frequency and timing according to your requirements

    If this helps, please consider marking it 'Accept as Solution' so others with similar queries may find it more easily. If not, please share the details.
    Thank you.

    • Anonymous's avatar
      Anonymous
      Not applicable
      1 year ago

      Thanks for the help! After checking my dataset in Power BI, I was able to edit the data source credentials section (had previously been greyed out) and was able to refresh automatically, as well as set up scheduled refresh. 

  • shobhit1117's avatar
    shobhit1117
    Frequent Visitor
    1 year ago

    You need to create a sharepoint connection on the gatewau and use Auth 2.0 Authentication method.

  • Poojara_D12's avatar
    Poojara_D12
    Icon for Super User rankSuper User
    1 year ago

    Hi Anonymous 

     

    To enable scheduled refresh for your SharePoint Online data in Power BI:

    1. Set Credentials: In the Power BI Service, go to your dataset settings, and under Data Source Credentials, set up OAuth2 authentication with your SharePoint Online credentials.

    2. Enable Scheduled Refresh: Once credentials are configured, set up the refresh schedule under Scheduled Refresh.

    3. Check Permissions: Ensure the account you're using has read permissions to the SharePoint file.

    If the issue persists, consider using an On-premises Data Gateway or uploading the file to OneDrive for Business instead.

     

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    Poojara
    Data Analyst | MSBI Developer | Power BI Consultant
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