Forum Discussion
Excel source as a Power BI Service source
Hi,
I need to build a report into Power BI Service.
The source data comes from a Teams folder (SharePoint). It is a singe Microsoft Excel file that contains one table.
I do not want to depend on a Gateway installed onto my own machine, I want to run it independently.
Somehow I cannot make it work.
What I have tried so far:
1. Using a common drive access but the datasource breaks down when the pbix is published into Service.
2. Using a Teams folder for the file location still causes errors for the refresh in Service (either missing or invalid credentials).
3. Using the Excel as a dataset input inside Service (New --> Dataset) allwos to use it as a source but as connection type is Live then I cannot do any proper transformations.
Something tells me this cannot be that complicated. Any advice out there?
You do not need to use a gateway since it is a cloud source. In the service, remove any gateway setup under the "Gateway connections" section and in the "Data source credentials" section, edit the credentials (use OAuth2 as the authentication method).
4 Replies
It is really easy.
Please see the below. It says OneDrive for business, but it works perfectly for files on Teams.
https://learn.microsoft.com/en-us/power-bi/connect-data/desktop-use-onedrive-business-links
You do not need to use a gateway since it is a cloud source. In the service, remove any gateway setup under the "Gateway connections" section and in the "Data source credentials" section, edit the credentials (use OAuth2 as the authentication method).