Forum Discussion
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...
Hi Anonymous , thank you for reaching out to the Microsoft Fabric Community Forum.
Please try below:
- 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.
- Use OAuth2 for Authentication method.
- 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.
- 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.
v-hashadapu
Community Support
Community SupportHi Anonymous , thank you for reaching out to the Microsoft Fabric Community Forum.
Please try below:
- 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.
- Use OAuth2 for Authentication method.
- 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.
- 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.
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.