Privacy settings issue with REST API and Excel

[RENEALVAREZM]

Hello everyone, I have the following scenario:

My semantic model uses series of REST API calls and an Excel file. The API is accessed anonymously including the api key in the call. The Excel is stored in OneDrive.

The Excel file has historic data that needs to be appended to one of the tables coming from the API, so I need to do that in Power Query. Following the advice from other posts, I combined them in a third table instead of doing it on the original table.

I configured both sources to be “Organizational” in the privacy settings in PBI Desktop and everything works great in the desktop, however, when I publish the model, I have two problems:

1. I cannot set the credentials to “Anonymous”. It doesn’t let me save so I need to “skip the test”.
2. The refresh fails because it says that I need to configure privacy settings, even though they are already set.
   

I have:

• Cleaned up the cache in PBI Desktop and republish. No effect.
• Delete all stored credentials in PBI Desktop, reenter and republish. No effect.
• Change both privacy settings to “None” or “Public”. No effect.

Can anyone provide some thoughts on this?

[RENEALVAREZM]

Thanks so much @tharunkumarRTK and @Anonymous for your help.

I was able to solve it thanks to your indications.

In summary and in case someone else experiences a similar problem, what I needed to do was:

1. Make sure that all sources are identified as "Organization" in both, Desktop and Service.
2. For "Anonymous", check the "Skip test connection".
3. All queries where sources are merged or appended, need to be merged or appended into third tables.

With that, now the report refreshes without issues.

Thanks again!

[Anonymous]

Hi @RENEALVAREZM ,

As @tharunkumarRTK  said, settings in Desktop don't always transfer seamlessly. I have a few additions to this that I hope will help you.

1. In Power BI Desktop, you can configure the privacy level of the data source in the data source settings. Note, however, that the configuration is not automatically transferred to the Power BI service when you upload a Power BI Desktop file. For example, you may have a desktop file with multiple data sources set to Organizations, but after uploading the file, the scheduled refresh fails because Power BI may treat these data sources as Private unless a less restrictive level is manually applied. In the Power BI service, you can use the In the Power BI service, you can set the privacy level under Advanced Settings when you add a data source to the local data gateway, as shown in the following screenshot.

2. To set up anonymous access, ensure that the data source supports anonymous access and that the API key is correctly included in the REST API call as part of the query parameters or header. You can set the data source credentials in Data source credentials by clicking on the ellipsis next to the semantic model and then clicking on SETTING.

If your Current Period does not refer to this, please clarify in a follow-up reply.

Best Regards,

Clara Gong

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

[tharunkumarRTK · Accepted solution]

@RENEALVAREZM 

Privacy settings in the desktop will not effect in the service. Make sure you set the privacy settings of both excel source and the API source to organizational. 

If the post helps please give a thumbs up

If it solves your issue, please accept it as the solution to help the other members find it more quickly.

Tharun