Report refresh fails

[_nerdy]

I have a report in the PBI service that has three data sources - SharePoint lists, Excel file (local), and csv (local). I need it to refresh from the SP lists daily. For the Excel and CSV files I disabled "Include in report refresh" in PBI desktop.

When I publish the report to the PBI service the option to set up a refresh schedule is grayed out. When I attempt to refresh it manually in the PBI service it errors as follows:

"Scheduled refresh is disabled because at least one data source is missing credentials. To start the refresh again, go to this dataset's settings page and enter credentials for all data sources. Then reactivate scheduled refresh."

The Data source credentials setting is also grayed out so I can't follow those instructions. 

In desktop I have checked the source settings and refreshed while logged in under my org account  (which gives me access to the SP lists), then republished. My org doens't use gateways as far as I know (which is another thing mentioned in some similar posts). 

Stumped again...help appreciated.  

[Anonymous]

Sorry for reviving on old thread, but did you ever figure out a solution to this? It really feels like unchecking "Include in report refresh" should be the answer here, but it doesn't seem to work.

[rubayatyasmin]

Hi, @_nerdy 

If any of your data sources are local files (like your Excel and CSV files), you might need to update the file path in the “Data Source Settings”.
Solved: Scheduled Refresh Failed - missing credentials - D... - Microsoft Fabric Community
if this doesn'r solve your problem then you might need to use gateway. 

Solved: Scheduled refresh is disabled because at least one... - Microsoft Fabric Community

[_nerdy]

Thanks @rubayatyasmin. I updated the data source and re-published but still get the same. I don't want the PBI service to update the csv or Excel sources, only the SharePoint source.  I thought by disabling "Include in report refresh" for the csv and Excel sources it would effectively tell the PBI service not to include them in a refresh. It says as much here ("Any queries excluded from refresh are also excluded in automatic refresh in the Power BI service.").

I've deleted and republished (including to another workspace) but get the same results. 

Still stumped... 

The tables are too large to paste into the report using the Enter Data approach.