If I understand correctly, unlike with the Personal Gateway, the Enterprise Gateway allows all the users within the same domain to refresh the data. So my question is: is it possible to disable Manual Refresh? I want to share my dashboard with people in my organization, but I want to avoid having people constantly refreshing the dashboard and consuming my database server resources.
Create a Report/dashboard in Power Bi, and select Import data not Direct query, don't share dataset with the users, only share report/dashboard with users, this way they will be able to see data but will not be able to refresh it. And you can schedule a time for your source data to get refreshed.
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I'm trying to find the best approach to delivering a BI solution to 400+ customers which each have their own database.
I've got PowerBI Embedded working using service principal licensing and I have the PowerBI service connected to my data through the On Premise Data Gateway.
I've build my first report pointing to 1 of the customer databases. Which works lovely.
What I want to do next, when embedding the report, is to tell PowerBI, for this session, to get the database from a different database.
I'm struggling to find somewhere where this is explained, or to understand if this is even possible.
I'm trying to avoid creating 400+ WorkSpaces or 400+ Data Sets.
If someone could point me in the right direction, it would be appreciated.
You can configure the report to use parameters and these parameters can be used to configure the source for your dataset:
https://www.phdata.io/blog/how-to-parameterize-data-sources-power-bi/
These parameters can be set by the app hosting the embedded report:
https://learn.microsoft.com/en-us/rest/api/power-bi/datasets/update-parameters-in-group
Because the app is setting the parameter, each user will only see their own data. Since this will be a live connection, you would need to think about how the underlying server can support the workload.
An alternative solution would be to consolidate the customer databases into a single database (just the relevant tables) and use row level security to restrict access for each customer. The advantage to this design is that you take the burden off of the underlying SQL instance and push it into a PBI dataset that is made to handle huge datasets with sub-second response times.
More on that here: https://learn.microsoft.com/en-us/power-bi/enterprise/service-admin-rls
I am fairly new to PBI, and I want to create a powerBI dashboard and share it externally, meaning to different people (users) without a powerBI license. However, the data for each user is restricted based on their rights.
How can I best set this up? I'm thinking to either use a login system, or using different URLs per user. Right now some possible solutions I found are 1) Embedded PowerBi content using Azure, 2) using Row-level security (RLS) or 3) create different URLs based on a column value, and (somehow) have it restricted per user.
My apologies for this entry-level question, any tips are very welcome.
My problem is very easy: I'm retrieving all stocks about lithium on the ASX market from this web page.
I created a Power BI dashboard that you can visualize here.
As the source is Web I would like to refresh it every day using the Gateway connection, so I have successfully installed it on my computer that I turn on every day:
The problem is that instead of a successful daily refresh I have a daily error:
Failed to test the connection to your data source. Please retry your credentials.
Some credentials aren't validated as they are set to skip test connection.
If I enter in the Edit credentials I see the error:
Failed to update data source credentials: The credentials provided for the Web source are invalid. (Source at https://www.marketindex.com.au/commodities/lithium.)Show details
This because I'm using Authentication method: Anonymous and Privacy level setting for this data source: Public. But this is exactly what I'm using on Power BI desktop and it's working!
What am I doing wrong here?
Why the same connection is working fine on Power BI Desktop but not the same dashboard uploaded online?
EDIT: the On-premises data gateway looks installed without problems
It seems like the issues you're experiencing may be caused by the link you're using (https://www.marketindex.com.au/commodities/lithium), although I'm not sure exactly why.
For example, as has been mentioned in the Do I Need a Gateway for Web post, one can use Web.Contents instead of Web.BrowserContents in the raw M code in the Power Query Editor to avoid using a gateway. However, when I test this implementation using the link that you provide, I get an error when refreshing from Power BI online.
If I test this implementation using an HTML table from the https://tradingeconomics.com/commodity/lithium website, though, and set the data source credentials as follows, then I am able to successfully refresh the dataset from Power BI online.
I tested this with another HTML table from a random webpage and an online refresh worked as well. So it seems like there is something odd about how Power BI online interacts with the Market Index website and this is causing your issue. Potentially because of some authentication configuration on the Market Index side of things? I'm not able to help with looking further into why this is occurring, though.
Would you be able to use a different website with similar information as a data source for your report? If so, you could avoid the issues you're experiencing and avoid using a gateway in general if you wanted.
If you go this route, it seems like using the included "Scheduled refresh" setup in Power BI online works, but I will include the Power Automate scheduled refresh setup below in case this is desired instead.
Power Automate Scheduled Refresh
One can use Power Automate to "schedule" dataset refreshes instead of the included "Scheduled refresh" functionality in Power BI online. The steps are a little too long to include here, but the Refresh your Power BI dataset using Microsoft Flow article outlines the process on setting this up. There are various triggers that you can use to trigger your flow. The linked article uses one that triggers based on a SharePoint action, but there is a Recurrence trigger that can be used to trigger your flow at regular intervals/times.
Just set up your flow, make sure that it is "turned on", and your dataset will refresh at regular intervals from the cloud.
I need your help.
I create a dashboard for another sector of our company. The data for the dashboard is from google docs, and people from that sector edit it daily (sometimes changing the name of the columns or removing the column), which makes me manually check twice per week to make sure that the dashboard is okay.
After the dashboard was created that sector doesn't want me to continue accessing their data. Is there any solution that: 1/allow me to check the dashboard when it has problem(s) 2/minimize my access to their private data?
No, if you want to be able to check the report you will need access to the workspace. If you can't have access to the data, then a new report owner who does have access to it will have to take it over from you.
The only other way would be to create a copy of the google docs, with anonymised data, for column changes. You base a report on that, change the connection settings, then deploy it to the workspace. But if you can deploy it, you can technically access the live data in the work space.
I am wanting to know how secure Row-Level Security is.
We are currently working on creating a dashboard that would be shared with 500 users within our organisation. All of these users are managers and we would be using dynamic row-level security so that each user would only be able to view information in the dashboard related to their own team.
I have tested RLS and it worked fine, but I have had another Power Bi user tell me that RLS is not completely secure as my base data is coming from excel. My base data is in excel, but I convert it into a pbix file in Power Bi desktop before creating the role, then publishing to power bi service, where I assign users to the role and give read only access.
I am wondering once I have shared the dashboard with these users is there any way for them to get around the RLS and access the base data?
Thanks in advance,
Amy
There are a number of factors to consider for imported data.
If the user can download the report, they could remove the role and access all the data. I would recommend turning this off in the Power BI Admin protal for selected users, or an AD group.
They could connect to the dataset via Excel or another report and get the data that way without the role level filter being used. Having them as read only is one way of stopping them altering the report. I would suggest deploying the report as an app, then they can only access the surfaced report not the underlying dataset.