Forum Discussion

lhuynh's avatar
lhuynh
Regular Visitor
3 years ago

Pipeline & data refresh issues

Hi All,

 

I am very new to Power Bi. Not familiar with how to troubleshoot some initial problems I am having at various stages of deployment from Dev to Test workspaces.

 

Backgound on our use of Power Bi.

 

We are looking to create and share sales/perfomance reports to 3 different departments. Sales, Property Management & Leasing. Within Sales we would also like to restrict view to results that is just relevant to each of the 3 sales agents.

 

Source of data will be a combination of the following;

SQL database & excel spreadsheets

 

As an example;

 

We have created a simple report in power bi desktop pulling data from the sql database and an excel spreadsheet. The spreadsheet and report is saved in a folder in Microsoft Teams.

 

I have published the report to development pipeline and then immediately deployed to test.

 

I note the following;

Data refresh at development appears to refresh without errors

Data refresh at test both failed and data source creditentials in settings both have crosses next to them.

 

Any advice on what I am doing wrong or how to configure properly?

9 Replies

  • Hi , lhuynh 

    Based on your problem description, I noticed this detail "Data refresh at test both failed and data source creditentials in settings both have crosses next to them", so I think that the dataset in your test phase workspace is not properly configured with credentials in the data source definition after being deployed. Because they show a cross next to it means that the credentials are incorrect, I recommend that you try to configure correctly in the data source definition and gateway for these datasets that report errors to ensure that no crosses exist, and then try data refresh:

    Configure scheduled refresh - Power BI | Microsoft Learn

     

     

    Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

     

    Best Regards,

    Aniya Zhang

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

    • lhuynh's avatar
      lhuynh
      Regular Visitor

      Hi Aniya,

       

      If the credentials in Development works and we immediately deploy to test, do you know why the credentials would fail at test? or why we are required to re-enter them at test?

      • lhuynh's avatar
        lhuynh
        Regular Visitor

        Also, what would be the authentication method for a spreadsheet saved in a Teams directory?