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Alex0106's avatar
Alex0106
Regular Visitor
1 year ago
Solved

Not able to save credentials - excel source file in OneDrive

Hi all I am trying to set up a PowerBi report to automatically refresh. I think I have worked out that it is not working because of credentials. However, when I try to save the credentials, literall...
  • v-sshirivolu's avatar
    v-sshirivolu
    1 year ago

    Hi Alex0106 ,
    Thanks for reaching out to the Microsoft fabric community forum.

     Get SharePoint Site and File Path
    Open the Excel file in OneDrive for Business in the browser.

    Click "..." - Details to view the document location.

    Copy the full SharePoint URL up to the site root.

    Example: https://yourorg.sharepoint.com/sites/YourTeamSite


    Use SharePoint Folder in Power BI Desktop
    In Power BI Desktop, go to Home - Get Data - More - SharePoint Folder.

    Enter the root SharePoint URL (like above).

    When prompted for credentials:

    Choose Organizational account (OAuth2).

    Sign in with your work credentials.

    Power BI will return all files in the site. Filter by your file name to select your Excel file.


     Load the Data
    Transform the data using Power Query as needed.

    Save and publish the report to Power BI Service.


    Set Credentials in Power BI Service
    Go to Power BI Service - Workspace - Dataset Settings.

    Under Data source credentials, choose OAuth2 / Organizational account and sign in.

    Click Save - it should now work properly since SharePoint Folder supports this flow.


    If the response has addressed your query, please Accept it as a solution and give a 'Kudos' so other members can easily find it

    Best Regards,
    Sreeteja.
    Community Support Team