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cmncp's avatar
cmncp
Helper III
9 years ago
Solved

Excel Sharepoint Data Refresh - Can't refresh your data

I have an excel file in Sharepoint Online, which has a simple table of data.  Using Power BI Desktop, I can connect to it and create a report.  After I publish the report to Power BI Service, I can s...
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  • Anonymous's avatar
    Anonymous
    9 years ago

    Hi cmncp,

    Firstly, for excel located in on-premises SharePoint site, we need to use Windows authenticaion. For Excel located in SharePoint Online, we need to use OAuth2 authentication.

    Secondly, to access on-premises data source, gateway is required when refreshing dataset. And both personal gateway and on-premises gateway require Pro.

    Thanks,
    Lydia Zhang

Anonymous's avatar
Anonymous
Not applicable
9 years ago

Hi cmncp,

In Power BI Desktop, you should use Windows authentication to connect to Excel file located at on-premises SharePoint Site. And when you refresh dataset in Power BI Service, you should use Windows authentication as well.

Thanks,
Lydia Zhang

cmncp's avatar
cmncp
Helper III
9 years ago

Hi Anonymous

 

This is what I am doing.  I get the error message shown above when I am in the Power BI web service, trying to edit the connection details.  I choose Windows Auth, click sign in, and get that error.

 

Chris

  • Anonymous's avatar
    Anonymous
    Not applicable
    9 years ago

    Hi cmncp,

    Are you able to use on-premises gateway to refresh your dataset?

    Thanks,
    Lydia Zhang

  • cmncp's avatar
    cmncp
    Helper III
    9 years ago

    Anonymous,

     

    I didn't know you could do that!  2 questions

     

    1. Should I use Windows or OAuth2 athentication?
    2. Is it possible to set it up without using the gateway?  Using the gateway means we have to go on the PRO license.
  • Anonymous's avatar
    Anonymous
    Not applicable
    9 years ago

    Hi cmncp,

    Firstly, for excel located in on-premises SharePoint site, we need to use Windows authenticaion. For Excel located in SharePoint Online, we need to use OAuth2 authentication.

    Secondly, to access on-premises data source, gateway is required when refreshing dataset. And both personal gateway and on-premises gateway require Pro.

    Thanks,
    Lydia Zhang

  • cmncp's avatar
    cmncp
    Helper III
    9 years ago

    Hi Anonymous

     

    Now that I am trying to configure this is production, I am having more problems.  Using a test folder I got this working ok.  But now trying to connect to a different folder, it is not working.

     

    A folder has been created in a Sharepoint Library, and I have uploaded my spreadsheet into it.  I can point my data connection in PowerBI Desktop to it and it refreshes.  I am now trying to add a new connection to the Power BI Gateway.  

     

    The sharepoint (on prem) URL is "https://<site>.<company>.com/function/ZZBS/ZZBSAPAC/DH/DRMHR"  I think "DH" is the site, and "DRMHR" is the library.  There is a folder within the library that contains my files.

     

    If I try and add a new gateway datasource and use the full URL "https://<site>.<company>.com/function/ZZBS/ZZBSAPAC/DH/DRMHR", I get the error "SharePoint: Request failed: The remote server returned an error: (400) Bad Request.".

     

    If I use the URL "https://<site>.<company>.com/function/ZZBS/ZZBSAPAC/DH", it works ok. However when I publish my Power BI report, it does not allow me to "Use a data gateway".  The option is grayed out.  It is like it is not recognizing that the connections are the same.

     

     

    Please help!

  • cmncp's avatar
    cmncp
    Helper III
    9 years ago

    For anyone who has the same problem, this issue was resolved by selecting "Web" rather than "Sharepoint" when adding the new datasource to ther gateway.

  • manjirit's avatar
    manjirit
    Helper I
    7 years ago

    I have a similar issue.  I have a Power BI file that is using  Excel file on Sharepoint  as data souces. When I refresh the dataset from Power BI desktop, it goes through without any problem but the refresh for the file published on the Power BI service fails with "Edit Credentials" message. 

     

    what is happening?