Forum Discussion
Not able to save credentials - excel source file in OneDrive
- 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 itBest Regards,
Sreeteja.
Community Support Team
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
Thank you!!
For others - i had /:x/r/ in the site root URL - no idea why. I just deleted them so that the root site reflected the format of the example provided and it appeared to work up until loading to the desktop version where the connection broke down (so the connection was working in power query but then the data wouldnt load in Power Bi desktop view).
After some googling, turning off Internet Protocol Version 6 (TCP/IPv6) in the wifi settings seemed to fix the issue and I now have the connection and can set up an automatic refresh in Power Bi Service.