Forum Discussion

BridgetTompkin's avatar
BridgetTompkin
Frequent Visitor
4 years ago
Solved

Scheduled Refresh is grayed out

I can do a refresh, but the gateway connection down to scheduled refresh is greyed out What do I need to do?    
Dataflow
Need Help
  • Hariharan_R's avatar
    Hariharan_R
    4 years ago

    Hi,

      If you have access to sharepoint which is sharepoint online (i assume). you can enter the datasource credentials if it ask after take over and schedule the refresh. It will not affect anything. later on if your customer wants to modify something then they can take over and do it.

     

    Thanks

    Hari

  • BridgetTompkin's avatar
    BridgetTompkin
    4 years ago

    Thanks for the help

Hariharan_R's avatar
Hariharan_R
Solution Sage
4 years ago

Hi,

   As per your screenshot, this dataset was configured by someone. You can see Take over on the top. if you do take over then you can see schedule refresh but you need to consider below information before you take over.

 

1. When you take over, the data source credentials will be erased so you may need to add it again  if that is not not connected with gateway data source.

2. if the data source is connected via gateway datasource then you need to make sure you have access to gateway datasource so that you can add the dataset into gateway datasource and then configure the schedule refresh.

 

Thanks

Hari

BridgetTompkin's avatar
BridgetTompkin
Frequent Visitor
4 years ago

Thank you - i dont want to take ownership of the report - I'm looking at solving the problem on behalf of my customer.

  • Hariharan_R's avatar
    Hariharan_R
    Solution Sage
    4 years ago

    Hi,

      As per my understanding, It is not possible to setup schedule refresh without takeover the dataset.

     

    Thanks

    Hari

    • BridgetTompkin's avatar
      BridgetTompkin
      Frequent Visitor
      4 years ago

      ok - I have never done a take over before - Looking at your first comment it appears that the connections will be lost when I do this - is that correct? The source data is on Shrepoint, which both I and my customer have access to. 

      If I "Take Over" - is there an option to "give Back" without breaking anything?

      • Hariharan_R's avatar
        Hariharan_R
        Solution Sage
        4 years ago

        Hi,

          If you have access to sharepoint which is sharepoint online (i assume). you can enter the datasource credentials if it ask after take over and schedule the refresh. It will not affect anything. later on if your customer wants to modify something then they can take over and do it.

         

        Thanks

        Hari