Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
karo
Post Patron
Post Patron

How to connect files from MS Teams to Power BI

Hi,
I am wondering what is the best way to connect (excel) files from MS Teams to Power BI taking into account scheduled refresh for the report?
Any advice or redirections to good step-by-step instructions?
Regards,
Karo

8 REPLIES 8
v-juanli-msft
Community Support
Community Support

Hi @karo 

I can reproduce your problem by selecting Anoymous account.

3.png

This will throw an error as you said.

 

Then i go to Edit Queries->Data source setting,

find this data source path under Global permission like

https://microsoft-my.sharepoint.com/personal/***_microsoft_com/Documents/Microsoft**Teams**/****Work...

Select it and select "clear permission".

Also, go to File->options and settings->option->data load, clear cache.

 

Then i select Get data->Web, enter the url from that link said with ?web=1 string removed,

then in the pop out window, select organizational account, log in with my account using for the MS Teams.

Finally, i can get excel in Power BI.

4.png

Best Regards
Maggie

 

Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi @v-juanli-msft ,

Appologize for delay in the responce. I was on vacacion 🙂

The additional hints were really, really helpfull and finally I am able to connect to my file via Power BI Desktop. However, should I be aware of any "extra steps needed" to make this source working via Gateway and scheduled refresh?

Regards,

Karo

v-juanli-msft
Community Support
Community Support

Hi @karo 

Is this problem sloved? 

If it is sloved, could you kindly accept it as a solution to close this case?

If not, please let me know.

 

Best Regards

Maggie


Hi @v-juanli-msft  ,

Thank you for the reply and instruction. The reason why I did not accept yet this as a final solution is an error when I follow the instruction:

Expression.Error: Access to the resource is forbidden.

Any hints why?

Regards,

Karo

Hi @karo 

My last answer should be able to slove this problem, could you kindly accept it as a solution to close this case?

If not, please let me know.

 

Best Regards

Maggie

Hi @v-juanli-msft ?

Any hints how to add the source to Gataway to avoid error: Unable to connect ?

Regards,

Karo

v-juanli-msft
Community Support
Community Support

Hi @karo 

You could connect to excel filed from MS Teams with Power BI Desktop as this link shown.

 

To configure schedule refresh, go to dataset setting->schedule refresh->credential,

make sure you select OAuth2 as the authentication method when configuring your refresh settings.

8.png

The account you sign in should be the same as which you sign in Power BI.

 

Best Regards

Maggie

 

Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

This step does not work for me. In Service, I don't get 4 options. Also, OAuth option is disabled by the Admin

 

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.