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LeanneShapro Regular Visitor
Regular Visitor

Power BI Service - Scheduled Refresh - Data Source Credentials & Scheduled Refresh are grayed out

I am unable to setup a scheduled refresh on my report. My data sources are Salesforce Objects and Excel Workbooks stored in OneDrive. What needs to be updated/modified in order to setup the scheduled refresh for this report? 

Scheduled Refresh.pngScheduled Refresh - Data Sources.png

3 REPLIES 3
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blopez11 Established Member
Established Member

Re: Power BI Service - Scheduled Refresh - Data Source Credentials & Scheduled Refresh are graye

You data sources need to be accessible from the power bi service

Most likely your excel files need to be on either a one drive or sharepoint folder

You'll need to modify you report to pull them from there, then republish

 

Community Support Team
Community Support Team

Re: Power BI Service - Scheduled Refresh - Data Source Credentials & Scheduled Refresh are graye

Hi @LeanneShapro ,

 

Based on the screen shot you shared, We think you may be use a file connector to import a excel file in your folder (Although this folder is sync with OneDrive), the Power BI Service will treat it as a local file using URI of file, in this case you need to use a on-promises gateway to allow power bi service can access on-premises data, Or you can change the connector to connect the OneDrive file.

 

You can refer to the following documents to get more detail about the on-premises gateway:https://docs.microsoft.com/en-us/power-bi/service-gateway-onprem

 

OR you can follow this document to learn how to connect OneDrive link of your excel file: https://docs.microsoft.com/en-us/power-bi/desktop-use-onedrive-business-links

 

 

Best regards,

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

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

Re: Power BI Service - Scheduled Refresh - Data Source Credentials & Scheduled Refresh are graye

Hi @LeanneShapro ,

 

How about the result after you follow the suggestions mentioned in my original post?Could you please provide more details about it If it doesn't meet your requirement?

 

Best regards,

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

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

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