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Power Platform Community / Forums / Power Apps / Unable to use data ver...
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Unable to use data verse table in Power bi

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Posted on by 30

Hi Team,

While adding dataverse table in power bi desktop. showing below error message

KalpanaJadhav_0-1689228742536.png

 

I have the same question (0)
  • Ami K Profile Picture
    15,679 Super User 2024 Season 1 on at

    Hi @KalpanaJadhav ,

     

    Could you check your security role? For the user to access data in the table, the user must have read privileges to the underlying table, such as the Service Reader Security role or a Security Role which includes read privileges such as the Dynamics 365 Service Admin, Office 365 Power Platform Admin, System Admin and System Customizer role.

     

    So long as those users do not have these roles, they will not be able to query the data.

     

    ------------------------------------------------------------------------------------------------------------------------------

     

    If I have answered your question, please mark your post as Solved. Remember, you can accept more than one post as a solution.

    If you like my response, please give it a Thumbs Up.

    Imran-Ami Khan

  • KalpanaJadhav Profile Picture
    30 on at

    How i can check below role part -

    Service Reader Security role or a Security Role which includes read privileges such as the Dynamics 365 Service Admin, Office 365 Power Platform Admin, System Admin and System Customizer role.

     

    can you please guide/provide step for this.

  • Ami K Profile Picture
    15,679 Super User 2024 Season 1 on at

    @KalpanaJadhav - if you have the correct permission, you might be able to check yourself via Admin Centre. If you do not have permission to access the environment, you will need to contact a user whoever has the correct permission and update your security role.

    ------------------------------------------------------------------------------------------------------------------------------

     

    If I have answered your question, please mark your post as Solved. Remember, you can accept more than one post as a solution.

    If you like my response, please give it a Thumbs Up.

    Imran-Ami Khan

  • KalpanaJadhav Profile Picture
    30 on at

    Yes i have access,

    but i am unable to add Service Reader access, it's getting failed.

    for now, i have system administrator role assigned.

     

    these all roles i need to add-

    Dynamics 365 Service Admin, Office 365 Power Platform Admin, System Admin and System Customizer role.

     

    KalpanaJadhav_0-1689244624124.png

     

  • Ami K Profile Picture
    15,679 Super User 2024 Season 1 on at

    @KalpanaJadhav - given you are able to see that screen, you probably have the right security role. Enter your name in the Users page via the search button and then confirm what security role you have.

  • KalpanaJadhav Profile Picture
    30 on at

    System Administrator role i have.

  • Ami K Profile Picture
    15,679 Super User 2024 Season 1 on at

    @KalpanaJadhav - I just looked at the image again and realised you do have access to the underlying tables, but receive an error when adding in a visual. I suspect there is an authentication error with the windows credentials. Consider clearing all permissions via data source settings and then adding your credentials again.

  • KalpanaJadhav Profile Picture
    30 on at

    Ok. Thanks for the reply @Amik !

    I have one more question, how we can share Dataverse table to users? and from where we can manage table permissions.

     

  • Ami K Profile Picture
    15,679 Super User 2024 Season 1 on at

    Hi @KalpanaJadhav ,

     

    If we are not talking about Dataverse for Teams (which is a bit different) - you manage table level permissions via Security Roles because access to Dataverse tables are driven by role based security.

     

    Only users who are granted with either a Dynamics 365 Service Admin, Office 365 Power Platform Admin, System Admin and System Customizer role will have access to the underlying tables.

     

    Typically, you will want users to have access to an App (whether Model Driven or Canvas) with the permission to read, edit, create and delete items in the tables from the App interface only and not directly in the underlying table.

     

    To achieve this you would edit the permissions of an existing security role, or ideally create a copy of an existing security role and customize it based on your needs.

     

    You can manage table level permissions via Admin Centre > Environments > Your Environment > Settings > Security Roles.

     

    Further reading:

     

    https://learn.microsoft.com/en-us/power-platform/admin/database-security

     

    Similar question explained very well by @EricRegnier 

     

    https://powerusers.microsoft.com/t5/Microsoft-Dataverse/Dataverse-Environment-and-Table-Permission/t...

     

    ------------------------------------------------------------------------------------------------------------------------------

     

    If I have answered your question, please mark your post as Solved. Remember, you can accept more than one post as a solution.

    If you like my response, please give it a Thumbs Up.

    Imran-Ami Khan

     

  • Static Profile Picture
    118 on at

    Hi @KalpanaJadhav 
    To resolve this issue, you can try the following steps:

    1. Check User Permissions: Ensure that the user has appropriate permissions to access the table in Dataverse. Verify if the user has been granted read permissions on the table.

    2. Verify Connection: Double-check the connection settings in Power BI Desktop to ensure that the correct credentials are provided for connecting to the Dataverse environment. Make sure you are using the appropriate connection method (e.g., OAuth, username/password, etc.).

    3. Refresh the Data: If the table's permissions have been updated recently, try refreshing the data in Power BI Desktop. Go to the "Home" tab and click on "Refresh" to update the data source. This can help ensure that any permission changes are reflected in Power BI.

    4. Clear Cached Credentials: If you previously attempted to connect to the Dataverse table with incorrect credentials, Power BI may have cached those credentials. To clear the cached credentials, go to "File" > "Options and Settings" > "Data source settings." Select the relevant data source and click on "Clear Permissions" to remove any cached credentials.

    5. Test in Power Query Editor: Open Power Query Editor by going to "Home" > "Edit Queries" and try connecting to the Dataverse table from there. This can help identify any specific error messages or issues that might be encountered during the connection process.

    6. Consult with the Data Source Owner/Administrator: If you are still experiencing difficulties, reach out to the owner or administrator of the Dataverse environment to ensure that the user has the necessary permissions and there are no specific restrictions in place.

    Best Regards,
    Anton Nyrkov

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