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Im trying to just understand the basics of Power Bi service refreshing reports from datasets, and despite several questions on here (like this one and this one) and several microsoft articles, Im still lost.

Lets say I go on my corporate onedrive account and create a very basic excel file. Two columns, some fake names and fake numbers.

Then I close that. Open Power Bi desktop and create a very basic report where I just dump that data into a table. Also worth pointing out I bring that data in using this method to copy and paste the sharepoint path to the file (and do all the other stuff on that page as far as authenticating my work account, getting the data, etc.. I do that because in other places I read that if the onedrive path was the path as its seen on your computer, it wont work.

I then publish the report to the service online. Works great so far.

I now want to refresh my report based on a change I made to the data. So I open the onedrive excel doc, change a number, save and close.

Now no matter what I do, the report wont refresh. When I click to refresh here: enter image description here

It gives me this error:

enter image description here

When I google that error it says I need to change the permissions, so I go to the data source settings in Power bi desktop and have done all sorts of things in various attempts. I.e. "clear permissions" or "edit permissions" and make sure it says "none", etc... etc..

What am I misunderstanding?

Lastly, I dont understand it at all, but Ive heard previously I may need a "gateway". At one point a week or two ago I had my companies IT department install a gateway and as far as I can tell its on right now:

enter image description here

I was told I need to select OAuth2 as the Authentication method, but where I would expect to find the menu for dataset credentials (pic below, I'd expect it to read dataset description, then gateway connection, then data source credentials) I dont even see the option:

enter image description here

Also obviously that warning on the screen (cant refresh because data sources dont support refresh) sounds relevant, but a- it looks like the whole error isnt even there, b- its just an excel file on onedrive, shouldn't that work?

Joe Crozier
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  • Did you follow this doc? https://learn.microsoft.com/en-us/power-bi/connect-data/desktop-use-onedrive-business-links – David Browne - Microsoft Jun 13 '22 at 17:21
  • @DavidBrowne-Microsoft Effectively that is the same thing I did with the path link, but I did notice the warning about: "make sure you select OAuth2 as the Authentication method when configuring your refresh settings." . Frankly I have no idea what that is. – Joe Crozier Jun 13 '22 at 17:30
  • @DavidBrowne-Microsoft Yes to confirm, when I said "thats effectively the same thing"... I just went back and recreated it following exactly along with that doc and same error. – Joe Crozier Jun 13 '22 at 17:34

1 Answers1

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After publishing the pbix in the Power BI you need to configure the data source credentials to use OAuth2.

enter image description here

David Browne - Microsoft
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  • I dont believe I even have the field to select that, I'll update my question with more info and screenshots to provide info on that. – Joe Crozier Jun 13 '22 at 18:21
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    Super weird update for you. So I updated the question with a screenshot to show I didnt have that field. Happened to navigate back to that page a few minutes later (without having changed anything) an all of a sudden the credentials field was there! I set up the Oauth2 like you said, and boom! Refresh worked. Two minutes later refreshed the page again, field gone. Like... I guess its not an issue anymore but super weird that every other time I look at it the field is/isnt there. – Joe Crozier Jun 13 '22 at 18:56