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Connecting PowerBI on Office365 to OneDrive for Business

User Story

First of all I would like to give a special thanks to Programmers, Developers for letting me use one of their accounts for PowerBI Publishing and saving data source in their OneDrive for Business.

I made this in response to a question during my talk on Usapag Ulap on Azure last January 21, 2017. It was an impromptu question regarding connecting to OneDrive for Business but I guess you can also use this to connect to OneDrive Personal. I see this question worthy of a blog post because you can create an excel survey and visualize the survey results using PowerBI, and schedule the dataset refresh so that the results will be updated every now and then.

Getting Started

  • This blogpost assumes that you attended Usapang Ulap.
  • Hence you know how we connected to OneDrive for Business
  • Hence you know that our Report has Open and Closed Issues
  • Hence you know that we tried to verify that the report is refreshing by changing the Closed items into Open Items.

Getting Things Done

  1. After creating your PowerBI Report (with the source file pointed on the OneDrive for business) and publishing it to office 365. You will encounter this error: “The credential stored in the cloud is missing.”

     

    The dreaded credential error.

    This error means that PowerBI could not connect to OneDrive for Business because it cannot use the credentials you supplied on PowerBI Desktop because these credentials stays on the computer.

  1. In order to correct this, Click the ellipsis on the right of your PowerBI Dataset name. and click Schedule Refresh


  2. You will be brought to a page where you can change the settings for your dataset, expand the Data Source Credentials and click Edit Credentials.

  3. You will be prompted to configure the authentication method of the data source, on the dropdown menu choose OAuth2 and click the Sign In button.

  4. An Office365 sign in page will pop up, choose the account that you use to sign in to OneDrive for Business login with it.

  5. A pop up on the top right corner of the screen will verify that you’re successful with the configuration.

  6. You may now proceed to refreshing your dataset.

    Before Refresh:


    After Refresh: