Credentials

[PBITA]

Hi,

I have created a report on Pwer Bi desktop where the data are in a directory of my Sharepoint.

In the desktop i don't have problem of refreshing data, but after have published it on the web, i can't set the automatic refreshing of the data because the error said that the credentials there aren't the credentials but i also can't insert them in the setting page of the web power bi service.

Someone can help me?

Thank you

[v-yetao1-msft · Accepted solution]

Hi @PBITA 

You cannot refresh in Power BI Service without entering credentials in Settings=>Dataset=> Data source credentials .

So you need update your credentials then you can set scheduled refresh or refresh automatically in Power BI Service .

Sign in with your account that can access your Power BI Service .

When you update your credentials in Data source credentials ,you can see like this .

Then you can try to refresh automatically ,you can see the result in Refresh history .If it successfully ,the Status is Completed .

Best Regards

Community Support Team _ Ailsa Tao

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[bitxln]

@v-yetao1-msft Hi Ailsa, 

I did the steps as you show in the snapshot, however, no matter what kind of combination I chose, it failed. 

For my case, the data source (excel) is stored in a company SharePoint site. I can get the updated data throughout the Power BI desktop report without a problem. But once I publish the report to Power BI Service, the dataset cannot be refreshed due to the failure of credentials. 

Do you know what should I do? I am a Power BI Pro license user. 

Best,

Na

[lbendlin]

Is this an on-premise sharepoint or sharepoint online?  In the first scenario you will need to use a gateway.

[bitxln]

Hi @lbendlin ,

I am using SharePoint in Microsoft 365 (formerly known as "SharePoint Online"). any advice on how to fix the data source update credential issue?

Thank you in advance. 

Best,

Na

[lbendlin]

keep refreshing your OAUTH2 token in the dataset credentials section.  Annoying but there isn't much else you can do.  

[bitxln]

aha, pain and annoying, wondering what is the failure root cause. 

[lbendlin]

It's not really a failure. Tokens should expire.  It would be nice if they would do so in predictable fashion. 

[bitxln]

I tried more 20+ times to update the credential, it never work. I guess I have to give up here, frustrating....

[lbendlin]

If you have a Pro license you can consider raising a Pro ticket at https://powerbi.microsoft.com/en-us/support/pro/

[lbendlin]

Please specify what you mean by "my sharepoint" - is that your personal Sharepoint/OneDrive site? The recommendation is to use Team or Site sharepoint sites as data sources.