Invalid data source credentials for schedule refresh

[Thiyagu]

Hi Team,

My PBI report source type is Excel which is placed in Office 365 (Sharepoint). I connected using get data --> web and give the link for my excel file.. In my PBI desktop everything works fine after i gave authentication as "Organizational".

Problem starts after i upload that pbi report in one of my organizational workspace. The PBI file also placed as same as source file. Error shows like Your data source can't be refreshed because the credentials are invalid. Please update your credentials and try again.

When i try to edit credentials, it shows drop downs for choose Anonymous,Basic&Windows.

When i check gateway connection it shows "Connect Directly"

What should i do to make my dataset always up to date.

[v-shex-msft]

HI @Thiyagu,

Can you please share more detailed information about your issue?

For example:

connection mode, data source credentials setting.

Regards,
Xiaoxin Sheng

[Thiyagu]

Hi @v-shex-msft

If any additional information need please let me know.

Thanks,

Thiyaga

[v-shex-msft]

Hi @Thiyagu,

Based on test, I can use oauth credential with excel file who store in sharepoint online.

Can you please provide get data and detail operations steps?

Regards,

Xiaoxin Sheng

[Thiyagu]

Hi @v-shex-msft

Source is Web and give sharepoint excel file link like https://share.organizationname.com/:x:/r/sites/fffff/Shared Documents/AAA/Source - PBI.xlsx

Credentials type is organization account

 I can able to refresh in my local desktop.. but in service i dont see credential type organizational

Please advise to make it works.

Thanks

[v-shex-msft]

HI @Thiyagu,

Have you enable any custom functions in query editor? It may caused the issue.(I test to publish pbix file which get data from excel and host on sharepoint online site without any issues)

Regards,
Xiaoxin Sheng

[Thiyagu]

Hi @v-shex-msft

No i didnt enable any custom function.. Could you share your mail id.. I will share my pbix file maybe it will help

Thanks,

Thiyaga

[v-shex-msft]

Hi @Thiyagu,

Did you connect to other data source in excel file?

Regards,

Xiaoxin Sheng

[Thiyagu]

Hi @v-shex-msft

Thank you for the response...

Please find the screenshot below,