data refresh disabled - windows credentials not needed (?)

[kjohansen]

I received a notification that my data refresh had been disabled.  When I investigate it says to 'edit credentials'.  I can see that it seems to have been changed to 'Anonymous'.  When I change it to 'Windows', I'm told that I don't need to provide my Windows credentials.  There is a Sign in button, but when I click it I get a message 'failed to update source data credentials'. 

The refresh was working before I brought in a new data source (an Excel file on SharePoint).  The new source is its own query and is not merged/joined with any other queries.  If I choose the third option 'Basic' and enter my Windows credentials, I get this message:  'Failed to update data source credentials: The credentials provided for the Web source are invalid.'  This makes no sense as these are my Windows credentials and of course they are used to access the Excel file on Sharepoint! 

Thanks for any help you can provide!

-Kerri

Note the version in the error message:   

Version:

13.0.5391.189

[v-yuezhe-msft]

@kjohansen,

Do you connect to Excel file in SharePoint Online or On-premises SharePoint? And what is the other data sources in your PBIX file?

If you connect to Excel file in SharePoint Online in Power BI Desktop, you would need to  use "Microsoft Account" authentication, and in Power BI Service, you would need to use OAuth2 authentication.

Regards,
Lydia

[kjohansen]

Hi Lydia, we connect via On-premises SharePoint Online.  The other datasource in my pbix file is SQL query to our data warehouse (gateway has been configured). Refresh was working on that before I added the SQL query.

The two sources are not merged; I have different Visualizations for each.  

Thanks for any help you can provide!

[v-yuezhe-msft · Accepted solution]

@kjohansen,

You connect to on-premises SharePoint site Excel in Power BI Desktop and use Windows authentication in Power BI Desktop, right?
Also you import SQL data to this single PBIX file. If so, do you add all the data sources(SharePoint) and SQL Server within gateway?

Regards,
Lydia

[kjohansen]

No, I had not added the Gateway for SharePoint.  Now that I have, it works.  Thank you!