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Anonymous's avatar
Anonymous
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1 year ago
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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 u...
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  • 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.

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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Kind Regards,
Poojara
Data Analyst | MSBI Developer | Power BI Consultant
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