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tkmiro
Regular Visitor

Paginated Reports - users can't use reports that use connection to Excel file on Sharepoint

Hello everybody.

So I recently started using new "Get data" experience introduced to Power BI Report Builder in one of it's latest updates. I'm fetching data from Excel file hosted on Sharepoint. For me, the report works fine. However, when other users try to access it in the App, they can't create the reports that are using data from the Excel file. They get error saying: 
"Credentials are required to connect to the Web source. (Source at ... [link to the sharepoint excel file])"


I tried tinkering with credentials settings in the Power Query in report itself, but without any success. I'm using the "Organization account" sign in option. I also tried creating shareable cloud connection, but that didn't help either.
The other user has access to sharepoint. Actually, he has admin rights and he is the one who granted access to me.

Could anybody please help me how to resolve this issue?

5 REPLIES 5
BaileyG
Regular Visitor

I am having the same issue.  Was this ever resolved?

v-yohua-msft
Community Support
Community Support

Hi, @tkmiro 

You can try the following ways:

1.You can go to the gear icon in Power BI - Setting - find your data source - Data source credentials. Check Edit credential to see if credentials are required.

vyohuamsft_0-1722997131477.png

 

2. Use the same credentials and privacy level like in Power BI Desktop and Service.

Please refer the Use OneDrive for work or school links in Power BI Desktop - Power BI | Microsoft Learn.

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

https://community.powerbi.com/t5/Service/The-credentials-provided-for-the-Web-source-are-invalid/m-p...

 

How to Get Your Question Answered Quickly 

Best Regards

Yongkang Hua

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

Hi v-yohua-msft,

the screenshot you provided says "dataset". I'm working with Paginated reports, not standard Power BI reports created in PBI Desktop. I'm using Report builder to create Paginated reports. 

If I go into settings of the report, I can see "Gateway and cloud connections" but the problem is, that I don't see my Sharepoint connection in there. In the report I have one dataset which uses Azure Analysis Services tabular model and second dataset, which uses Excel file stored on Sharepoint. In the settings, under cloud connections I only see the Azure Analysis Services source. I also only see this data source under "Data source credentials". So it looks like my Excel file connection gets ignored somehow.

Also the link you provided talks about error where credentials are invalid. For me, I can run the report just fine. It is only other people who are getting the error. And the error is not "credentials are invalid" but rather "credentials are required" as if the credentials were not even provided. However, there is no way to provided credentials for them. I would expect some popup to show where you select organizational account to log in.

Thanks.

bradsy
Microsoft Employee
Microsoft Employee

Hi tkmiro,

 

With PQO, the shared connection is manageable in a different location. If you edit the mashup in report builder, you can see the connection name. Then you can find the connection name following the steps in the following link. Check the authentication type and make sure it is what you want.   https://learn.microsoft.com/en-us/power-bi/connect-data/service-create-share-cloud-data-sources 

 

This is the way I have done my settings, hope it will work for you as well.

Thank you.   This was very helpful.

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