Excel Online Pivot Connected to Power BI Dataset Refresh/Connection Failure

[AnAnalyst]

I have an Excel file saved on Sharepoint online. This Excel file is connected to a PBI dataset and refreshes without issue in Excel desktop.  I am not able to get the refresh to work when I open the Excel file in Sharepoint or in the Power BI Service (in the same workspace as the dataset). 

Steps:

1. Connect Excel to PBI Dataset via Get Data > Power Platform > From Power BI (works in desktop)

2. Save to Sharepoint then upload to Power BI via Sharepoint

3. Try and adjust the pivot table when navigating to the workbook that is in the workspace:

Any advice? I'm about to open a ticket with MS. Note, I have Admin to the tenant/workspace.

Thank you

[Anonymous]

Hi  @AnAnalyst ,

You can check if you don't have read access to this Excel in sharepoint.

User permissions and permission levels in SharePoint Server - SharePoint Server | Microsoft Learn

This is the related document, you can view this content:

Solved: power bi services unable to connect to sharepoint - Microsoft Fabric Community

Solved: Connect Sharepoint excel to Power BI for autorefre... - Microsoft Fabric Community

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[AnAnalyst]

I'm afraid the links you posted are not relevant to this topic.