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PS Frequent Visitor
Frequent Visitor

Schedule Refresh for SharePoint connection not working

Hi All,

I have connected my Sharepoint online data to Power BI desktop using Microsoft Account. (As, Anonymous/windows authentication is not working). Published the report to Power BI service.  I am using Data Gateway-Personal mode. On-premise data gateway is not available for now.

Now i want to start schedule referesh Daily. But its giving me following error.
Scheduling options are grayed outScheduling options are grayed out

I tried all the possible ways to login and edit the credential, its still not working.

credential Errorcredential Error

Help is much appreciated.

Thanks

 

6 REPLIES 6
Community Support Team
Community Support Team

Re: Schedule Refresh for SharePoint connection not working

Hi @PS 

If the data source in the report is your local file, not the file in the SharePoint online, though you set the schedule refresh for the dataset, it retrieves data from local Excel instead of SharePoint Excel file.  If you want to set the schedule refresh to retrieve data from SharePoint Excel, I suggest you to refer to below steps:

1.Upload your excel file to the SharePoint online

2.Create a report in Power BI desktop by getting this file in SharePoint online. Reference: https://docs.microsoft.com/en-us/power-bi/desktop-use-onedrive-business-links

3.Publish the report to the service and you can set the schedule refresh. Reference: https://docs.microsoft.com/en-us/power-bi/refresh-csv-file-onedrive#what-are-the-advantages

Regards,

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

Re: Schedule Refresh for SharePoint connection not working

Hi,

Thanks for your reply.

 

I dont have data source on my local machine and not even in excel also. I am directly connecting to the stakeholder's SharePoint site as they have given me the access to their site. I am connecting to the data in Power BI desktop using following steps:

 

1) Get data->Sharepoint Online List->link of sharepoint site(https://sitename/sites/ES_GTT/)->OK(by signing into Microsoft Account)

Note: while signing in Windows/Anonymous authentication is not working

2) Published the report to Power BI service and then cliking on Schedule referesh.

 

Please see the screenshot for your reference the way I am connecting to data.1stimg.pngImage 1

 

Image 2.pngImage 2

Please help or else suggest any other way to connect to the datasource. As I have to Referesh this data twice in a day and we currently not in a position to have On-Premise Gateway.

 

Thanks.

Community Support Team
Community Support Team

Re: Schedule Refresh for SharePoint connection not working

Hi @PS 

I cannot reproduce your issue. Please check if this post could help you.If it is not your case,you could try to open a support ticket. If you have a Pro account it is free. Go to https://support.powerbi.com. Scroll down and click "CREATE SUPPORT TICKET".

Regards,

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

Re: Schedule Refresh for SharePoint connection not working

Hi Cherie thanks for quick response.

I checked the link which you shared. It is bit useful. But whenever I Click on Edit Credential option I cannot see authenication method as "OAuth2" in power bi service. See below screenshot: credential error.png2) I tried using both the options showing above but its giving below error:

testtrialerror.png

I hope u understand it. meanwhile I will Create a Support Ticket also.

PS Frequent Visitor
Frequent Visitor

Re: Schedule Refresh for SharePoint connection not working

Hi Cherie,

is there any solution for this. I haven't received any reply from support ticket also.

Community Support Team
Community Support Team

Re: Schedule Refresh for SharePoint connection not working

Hi @PS 

I cannot reproduce the same issue.Find an article for your reference.Please understand that this link is provided “AS IS” with no warranties or guarantees of content changes, and confers no rights.

http://www.axioworks.com/2018/02/using-power-bi-with-sharepoint-data-the-ultimate-guide/

Regards,

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