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danielgajohnson
Helper II
Helper II

Power BI Service Needs Data Gateway for Cloud Sources?

We had reports setup just last week that were pulling data from our CRM via a URL and user token setup in PBI desktop. The refreshes were working just fine until last week when I started getting errors that required me to setup a data gateway. I opened a support ticket because I was (still am) having a hard time understanding why a data gateway is needed when the source is just a URL from our CRM. As part of the support ticket I had two Microsoft techs on screen share and after installing the data gateway on my laptop I asked twice what would happen to the refresh if my laptop was turned off? I was told the refresh would still occur because the source was a cloud source. Thinking of it now, two sources are from our CRM, and one is a CSV file on my Business OneDrive, but still, all cloud sources. Well, I turned off my laptop on Friday and got an email on Monday from a department head asking why the data for the previous week hadn't been refreshed? I checked the data source and saw after the refresh failed twice because the data gateway was offline, the scheduled refresh was disabled. 

Is anyone else dealing with this? Was there a change last week in how this was handled in PBI Service? After expressing this concern to the techs that were on my ticket, I was told to install the data gateway on a server. This all seems much less simple than just entering your credentials in PBI Service.

1 ACCEPTED SOLUTION

Hi, @danielgajohnson 

 

" Looks like the query is looking at my local machine for that OneDrive file “

You should know that local onedrive file is not equal to cloud data. 

vjaneygmsft_0-1645758899262.png

If you are using cloud data, when you edit the dataset information in the service, it will prompt you that you do not need to use a gateway.

You can connect the data source like this:

Connect To OneDrive Excel File From Power BI Desktop (c-sharpcorner.com)

 

Best Regards,

Community Support Team _Janey

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

View solution in original post

5 REPLIES 5
bcdobbs
Super User
Super User

Can you share the M query (from advanced editor) that connect to the csv in one drive? Worth checking what that is doing.



Ben Dobbs

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@bcdobbs thanks for the suggestion. Looks like the query is looking at my local machine for that OneDrive file, which I would imagine is the culprit. The query is a basic list of countries, so if I recreate it from scratch in PBI Desktop will PBI Service still need a gateway?

Hi, @danielgajohnson 

 

" Looks like the query is looking at my local machine for that OneDrive file “

You should know that local onedrive file is not equal to cloud data. 

vjaneygmsft_0-1645758899262.png

If you are using cloud data, when you edit the dataset information in the service, it will prompt you that you do not need to use a gateway.

You can connect the data source like this:

Connect To OneDrive Excel File From Power BI Desktop (c-sharpcorner.com)

 

Best Regards,

Community Support Team _Janey

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

Thank you @v-janeyg-msft ! That worked!

GilbertQ
Super User
Super User

Hi @danielgajohnson 


Could it be that someone made a config change on the gateway which allows for the combination of cloud and local data sources?


or it might be a change made in the PBI Service.

 

Typically at some point I am certain there would be a requirement for a gateway and I would suggest getting one installed and configured?





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