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Hi,
I use and excel workbook to provide my dataset and can refresh it without issue in Power BI desktop. Once published, I am unable to refresh the data and get the following error:
The data source credentials is greyed out so I cannot do anything. What is the fix for this? Do I need to install a personal gateway in order to be able to refresh my dataset?
I plan on providing colleagues with a weekly report so need to refresh the data through my connected excel workbook on a regular basis to show up to date information.
Thanks in advance
Solved! Go to Solution.
Hi, the reason for this is simple - you can not access your xls from PBI service without any kind of gateway installed.
I guess I found the exact topic with answer to your question here: https://community.powerbi.com/t5/Service/Help-Scheduled-refresh-not-working/td-p/553454
I suggest using a Stanard Mode Gateway.Do not forget to install the gateway with the same account as your PBI service (so it links together).
Once the gateway is installed, add your file(s) or a folder as a source to your gateway (via manage gateways - add data source) or you could simply add your xls file as a new source (get data - ....).
Also you could incorporate a dataflow for an automatic refresh (up to 8x a day in a Pro licence).
You don't necessarily need a Gateway to access your Excel workbook. If you store it on any "web based" data store and access it from there you don't need a gateway installed. Often the simplest option is to put the Excel file on to OneDrive for Business, see Use OneDrive for Business links in Power BI Desktop - Power BI | Microsoft Docs
Hope this helps
Stuart
Hi @Burningsuit,
I stored in Onedrive but still can't refresh the dataset on powerBI service.
I need to refresh the report that I've published frequently without need to republish everytime I have updated the excel. Thank you
Hi, the reason for this is simple - you can not access your xls from PBI service without any kind of gateway installed.
I guess I found the exact topic with answer to your question here: https://community.powerbi.com/t5/Service/Help-Scheduled-refresh-not-working/td-p/553454
I suggest using a Stanard Mode Gateway.Do not forget to install the gateway with the same account as your PBI service (so it links together).
Once the gateway is installed, add your file(s) or a folder as a source to your gateway (via manage gateways - add data source) or you could simply add your xls file as a new source (get data - ....).
Also you could incorporate a dataflow for an automatic refresh (up to 8x a day in a Pro licence).
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