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I have a SharePoint list as a data source, i created a report in PB desktop and connected to SharePoint list using windows creds. This site is FBA enabled. However, its connected and I successfully connected, modeled data but when I upload and trying to create a scheduler, report does not connect to SharePoint site.

  1. SharePoint site and Power BI report server are two different machine but SharePoint site is accessible in PBI server.
  2. The user I am trying to use has full access (site admin) to connect or read permissions.
  3. Do I have to modify anything in PBI server config? I did not find anything special to allow reports using anything apart from "Anonymous" and Windows
  4. I tried resetting permissions cache from PB desktop -> files -> options/settings but did not help.

I have a SharePoint list as a data source, i created a report in PB desktop and connected to SharePoint list using windows creds. This site is FBA enabled. However, its connected and I successfully connected, modeled data but when I upload and trying to create a scheduler, report does not connect to SharePoint site.

  1. SharePoint site and Power BI report server are two different machine but SharePoint site is accessible in PBI server.
  2. The user I am trying to use has full access (site admin) to connect or read permissions.
  3. Do I have to modify anything in PBI server config? I did not find anything special to allow reports using anything apart from "Anonymous" and Windows
  4. I tried resetting permissions cache from PB desktop -> files -> options/settings but did not help.

  • sharepoint
  • sharepoint-list
  • power-bi-report-server
  • on-premise
Share Improve this question asked Feb 13 at 17:49 ShahidAliKShahidAliK 508 bronze badges
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1 Answer 1

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To resolve the issue of the Power BI Report Server (PBIRS) failing to refresh data from an FBA-enabled SharePoint list, follow these structured steps:

  1. Verify Authentication Method in Power BI Desktop Switch to FBA Credentials: Ensure the SharePoint connector in Power BI Desktop uses FBA credentials (username/password) instead of Windows authentication. Reconfigure the data source if necessary and test connectivity.

Update Data Source Settings: If using Windows auth in Desktop worked, confirm SharePoint allows both Windows and FBA. However, for PBIRS, explicit FBA credentials might be needed.

  1. Configure Data Source in Power BI Report Server Stored Credentials: After publishing to PBIRS, navigate to the report's data source settings. Replace Windows authentication with stored credentials using the FBA account (username/password).

Privacy Level: Set the privacy level to Organizational or Public if required, to avoid data isolation issues.

  1. Service Account Permissions PBIRS Service Account: Ensure the PBIRS service account has read access to the SharePoint list. Even if the user is a site admin, the service account might need explicit permissions.

Delegation Issues: If Kerberos delegation is required (for double-hop scenarios), configure it in Active Directory, though FBA might complicate this.

  1. Network and Configuration Checks URL Accessibility: Confirm the SharePoint site URL is reachable from the PBIRS machine. Test with tools like Invoke-WebRequest in PowerShell.

Trusted Sites: Add the SharePoint URL to Trusted Sites in Internet Explorer settings on the PBIRS server to avoid authentication prompts.

  1. Power BI Connector Compatibility FBA Support: Verify that the Power BI connector supports FBA. If not, consider using the SharePoint REST API with explicit credentials in Power Query.

  2. Review Logs and Error Messages PBIRS Logs: Check PBIRS logs (C:\Program Files\Microsoft Power BI Report Server\PBIRS\Logs) for authentication errors during refresh.

Event Viewer: Look for related errors in Windows Event Viewer on the PBIRS machine.

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