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Anonymous's avatar
Anonymous
Not applicable
7 years ago

Refresh the Sharepoint Excel file Dataset in Power BI Service

Hi,

 

I use an Excel file in Sharepoint as datsource to my Dashboard.

In Power Bi Desktop , I use the 'Web' option of datasource to connect this file and provide the Sharepoint URL until the path of the excel file. I use Organizational Account as credentials to connect to the file.

It connects properly and the dashboard refreshes without any issues when I refresh it through the desktop.

 

The Dashboard is published to Power BI Workspace and when I check in the Settings for Scheduled refresh, I get error message as the Datsource Credentials is invalid.

 

When I try to Edit the Credentials, I have 3 options Anonymous, Windows and Basic.

As my organization uses SSO, I'm trying to use Windows as I dont have any other credentials to access that Sharepoint.

I get error as "Failed to Update Credentials"

 

Help me in sorting out this issue as I want the dashboard dataset to be set for scheduled refresh.

 

Thanks

SVee

Need Help

9 Replies

  • GilbertQ's avatar
    GilbertQ
    Icon for Super User rankSuper User
    7 years ago
    Hi there

    What happens if you try the On-Premise Data Gateway in personal mode?

    Do you get the option for OAuth?
    • Anonymous's avatar
      Anonymous
      Not applicable
      7 years ago

      Hi Gilbert,

       

      No, I dont have a Personal gateway setup.

       

      Thanks

      Svee

      • GilbertQ's avatar
        GilbertQ
        Icon for Super User rankSuper User
        7 years ago
        Hi there

        I just had a look at one of my connections and it appears that you should not need the gateway when connecting to an Excel file stored in SharePoint online.

        If you can confirm that your SharePoint is either SharePoint Online or OneDrive for Business?