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matt_symes Frequent Visitor
Frequent Visitor

Excel on Sharepoint as DataSource - with Row Level Security *and* scheduled refresh - possible???

Hi all,

 

I'm new to Power BI and I apologise if this is a noddy question...

 

I've worked out how to apply Row Level Security when using Power BI desktop to create a report and then publish to Power BI Service.

 

I've separately worked out how to create a dataset from PowerBI service which uses an Excel workbook on a sharepoint site as it's datasource and have that automatically refresh.

 

The problem is that I can't work out how to "Get Data" from Power BI desktop and then have that refresh automatically in Power BI service. And likewise I can't work out how to apply RLS to a dataset created from PowerBI service (it pops up an error stating that I need to do this from Desktop).

 

Can anyone help????

 

Thanks,

 

- Matt Symes

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Excel on Sharepoint as DataSource - with Row Level Security *and* scheduled refresh - possible??

hi, @matt_symes 

For how to get data from SharePoint in Power BI desktop, there are many articles for you refer to:

https://powerbi.tips/2016/09/loading-excel-files-from-sharepoint/

https://docs.microsoft.com/en-us/power-bi/desktop-use-onedrive-business-links

https://www.youtube.com/watch?v=gJF2e_43FRY

and it will refresh automatically

https://docs.microsoft.com/en-us/power-bi/refresh-data#package-refresh

 

For RLS problem, RLS needs to be created in power bi desktop

https://docs.microsoft.com/en-us/power-bi/service-service-vs-desktop

1.JPG

 

https://docs.microsoft.com/en-us/power-bi/service-admin-rls

https://radacad.com/row-level-security-configuration-in-power-bi-desktop

https://radacad.com/dynamic-row-level-security-with-manager-level-access-in-power-bi

https://blog.tallan.com/2018/04/10/row-level-security-in-power-bi-part-1-roles-and-users/

 

Please understand that these links is provided “AS IS” with no warranties or guarantees of content changes, and confers no rights.

 

Best Regards,

Lin

Community Support Team _ Lin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
2 REPLIES 2
Community Support Team
Community Support Team

Re: Excel on Sharepoint as DataSource - with Row Level Security *and* scheduled refresh - possible??

hi, @matt_symes 

For how to get data from SharePoint in Power BI desktop, there are many articles for you refer to:

https://powerbi.tips/2016/09/loading-excel-files-from-sharepoint/

https://docs.microsoft.com/en-us/power-bi/desktop-use-onedrive-business-links

https://www.youtube.com/watch?v=gJF2e_43FRY

and it will refresh automatically

https://docs.microsoft.com/en-us/power-bi/refresh-data#package-refresh

 

For RLS problem, RLS needs to be created in power bi desktop

https://docs.microsoft.com/en-us/power-bi/service-service-vs-desktop

1.JPG

 

https://docs.microsoft.com/en-us/power-bi/service-admin-rls

https://radacad.com/row-level-security-configuration-in-power-bi-desktop

https://radacad.com/dynamic-row-level-security-with-manager-level-access-in-power-bi

https://blog.tallan.com/2018/04/10/row-level-security-in-power-bi-part-1-roles-and-users/

 

Please understand that these links is provided “AS IS” with no warranties or guarantees of content changes, and confers no rights.

 

Best Regards,

Lin

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

Re: Excel on Sharepoint as DataSource - with Row Level Security *and* scheduled refresh - possible??

Wow - thanks for all the links - will spend some time looking through them and update back here on how I get on.

 

- Matt