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dancarr22
Resolver I
Resolver I

Unable to access managed metadata/term sets when connecting to on premise SharePoint 2013 folder

Hello,

 

We are connecting to an on-premise SP 2013 folder -- not list.

This SP folder has related tags -- metadata/termsets. 

None of the fields related to the tags display -- even after expanding attributes and displaying all fields.   No (term set) fields whatsoever -- not even a field displalying a guid.  All other fields display properly.

How can we get this to work?  We need the fields and data associated with the term sets.

Note - this does work in Excel.  We took that OLE connection string and tried to use in Power BI but it did not work.  Also works when connecting in MS Access.  Even Tableau works.

This is critical functionality for our firm  -- sincerely appreciate any assistance you can offer.

 

Thanks,

Dan

6 REPLIES 6
v-yuezhe-msft
Microsoft
Microsoft

@dancarr22,

Expand the FiledValuesAsText column after you connecting to SharePoint list or follow the guide in the blog and similar thread below to check termsets information.

Power BI and filtering on Taxonomy/Managed Metadata terms
No Managed Metadata Columns in Power Query SharePoint list queries

Regards,
Lydia

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

Hi Lydia,

 

Thanks for your response.

Unfortunately, neither of these solutions work.

First, we are connecting to a Folder, not a List -- so the 2nd link is not really relevant.  Did try it but didn't work.

We also tried the solution prescribed in the first link and it did not work.  We are not able to view ANY fields related to term sets when connecting to a SP Folder in Power BI.  Several websites describe the process to go through for Lists -- where you see the associated GUID and join back -- but neither the text field nor the guid field is displayed.

Note - we can view this information when connecting via MS Excel and MS Access.  We have tried replicated those connection strings -- Excel seems to use OLE - but didn't work.

 

Thanks,

Dan

Hello,

 

Any updates on this?  Is this possible or planned for the future?

We may have to not use Power BI if this functionality does not exist.

 

Thanks,

Dan

I understand that this post is now bit old. I have exactly the same issue and now struggling what is the solution for this!! 😞

Sorry @rup_kr  - we moved to SP online a few years ago - had never figured out how to get meatdata on-prem.

dancarr22
Resolver I
Resolver I

A few updates of what did NOT work:

Tried as a Sharepoint List - but didn't work - since not a list

Tried oData and fields did not display

Tried as OLE and did not work

Tried connecting as Library and in Advanced Editor changed to Source = SharePoint.Contents but didn't work.

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