Report Refresh issue

[PaisleyPrince]

Hi,

I have a problem with a report which has been set up by another user. They are connecting to a sharepoint list and i'm unable to refresh the report as there is a message that the report cannot be refreshed as at least one of the sources is missing credentials.

The gateway settings are showing that they connect using a personal cloud connection.

In order for me to refresh the report, i think there may be a couple of solutions which are

1. The user grants access to the sharepoint list to me via a service account

2. The sharepoint list is set up as a shared cloud connection.

I'd be grateful for confirmation that both solutions are viable and which may be the preferred option ?

many thanks

Scott 

[v-veshwara-msft]

Hi @PaisleyPrince ,
We wanted to kindly follow up regarding your query. If you need any further assistance, please reach out.
Thank you.

[v-veshwara-msft · Accepted solution]

Hi @PaisleyPrince ,

Thanks for reaching out to Microsoft Fabric Community.

Just wanted to check if the response provided was helpful. If you need any further assistance, please let us know.

Thanks to @BeaBF  for sharing the detailed explanation.

Thank you.

[BeaBF]

@PaisleyPrince Hi! 

Both solutions are viable, but the second one is recommended.

• Option 1: Gaining access to the SharePoint list (through your own account or a service account) allows you to refresh the report using personal credentials. It’s quick to implement but relies on an individual user — if that account changes or is deactivated, the refresh will stop working.

• Option 2: Setting up a shared cloud connection in Power BI makes the link to the SharePoint list independent of personal credentials. This allows multiple users to manage and refresh the report reliably without interruptions.

BBF

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