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Lea_HU
Regular Visitor

PowerBI connected to sharepoint doesn't refresh

Hello community,

 

I connected a Power BI report to all the data source to Sharepoint (by Sharepoint.Files or Webcontents with sharepoint link).

The desktop version works well with manual refresh.

 

Then I published it online to powerBI service, everything seems work well :

1. I connected by OAuth2 organisation credentials

 

Lea_HU_0-1707302519213.png

 

2. I schedualed a daily refresh

3. The report seems refresh sucessfully on a daily basis 

Lea_HU_1-1707302563809.png

 

 

BUT, the data is NOT UPDATED -_-

 

Anyone has an idea ? Thanks in advance ☀️ !

 

 

 

1 ACCEPTED SOLUTION
v-jialongy-msft
Community Support
Community Support

Hi @Lea_HU 

 

The problem you're facing might be related to how Power BI service interacts with your data source or how the data is being processed in the service. Here are some steps and considerations to help diagnose and resolve the issue:

 

1. Check Data Source Credentials and Permissions

Credentials: Ensure that the OAuth2 organization credentials used to connect to SharePoint are still valid and haven't expired or been revoked. Sometimes, credentials may need reauthentication.

Permissions: Verify that the account used for OAuth2 has the necessary permissions to access all the required files and data on SharePoint. Lack of permissions might result in successful connections but no data updates.


2. Review Data Gateway Configuration
If your SharePoint is on-premises and you're using a data gateway, ensure that the gateway is online and properly configured. For SharePoint online, a gateway isn't needed, but it's good to check any intermediary service that might be involved in data access.

 

3. Data Refresh Timing
Timing Issues: Check if the data refresh schedule in Power BI Service aligns with when the data in SharePoint is updated. If the refresh happens before data is updated on SharePoint, the latest data won't be captured.


4. Query and Data Processing
Query Issues: Ensure that the query used to fetch data from SharePoint is functioning as expected in the Power BI service context. Sometimes, queries that work in Power BI Desktop may have issues in the service due to differences in how data sources are accessed or processed.

Data Volume and Limitations: Large datasets or complex queries might take longer to refresh, or there might be limitations on data volume that can be processed. Check if there are any errors or warnings about data volume or processing time in the refresh history.


5. Cached Data and Report Configuration
Caching: Power BI reports and dashboards can cache data to improve performance. Ensure that the issue isn't related to cached data by clearing cache or using the "Refresh Now" option in the service.

Report Configuration: Double-check the report configuration to ensure it's set to use the latest data. This includes checking any filters, transformations, or parameters that might be limiting data to a certain timeframe or condition.


If after going through these checks the issue persists, consider create a test report with a smaller dataset or fewer columns to see if the issue persists. This can help isolate if the problem is data-specific.

 

 

 

 

 

 

Best Regards,

Jayleny

 

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

1 REPLY 1
v-jialongy-msft
Community Support
Community Support

Hi @Lea_HU 

 

The problem you're facing might be related to how Power BI service interacts with your data source or how the data is being processed in the service. Here are some steps and considerations to help diagnose and resolve the issue:

 

1. Check Data Source Credentials and Permissions

Credentials: Ensure that the OAuth2 organization credentials used to connect to SharePoint are still valid and haven't expired or been revoked. Sometimes, credentials may need reauthentication.

Permissions: Verify that the account used for OAuth2 has the necessary permissions to access all the required files and data on SharePoint. Lack of permissions might result in successful connections but no data updates.


2. Review Data Gateway Configuration
If your SharePoint is on-premises and you're using a data gateway, ensure that the gateway is online and properly configured. For SharePoint online, a gateway isn't needed, but it's good to check any intermediary service that might be involved in data access.

 

3. Data Refresh Timing
Timing Issues: Check if the data refresh schedule in Power BI Service aligns with when the data in SharePoint is updated. If the refresh happens before data is updated on SharePoint, the latest data won't be captured.


4. Query and Data Processing
Query Issues: Ensure that the query used to fetch data from SharePoint is functioning as expected in the Power BI service context. Sometimes, queries that work in Power BI Desktop may have issues in the service due to differences in how data sources are accessed or processed.

Data Volume and Limitations: Large datasets or complex queries might take longer to refresh, or there might be limitations on data volume that can be processed. Check if there are any errors or warnings about data volume or processing time in the refresh history.


5. Cached Data and Report Configuration
Caching: Power BI reports and dashboards can cache data to improve performance. Ensure that the issue isn't related to cached data by clearing cache or using the "Refresh Now" option in the service.

Report Configuration: Double-check the report configuration to ensure it's set to use the latest data. This includes checking any filters, transformations, or parameters that might be limiting data to a certain timeframe or condition.


If after going through these checks the issue persists, consider create a test report with a smaller dataset or fewer columns to see if the issue persists. This can help isolate if the problem is data-specific.

 

 

 

 

 

 

Best Regards,

Jayleny

 

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

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