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Some thoughts of your typical data shepherd / data plumber / data dance teacher sort of person.


Power BI online user credentials and multiple accounts
Whilst "publishing" some reports for some of our customers from PowerBI desktop to PowerBI online. I made the assumption that the data credentials used in PowerBI desktop would be the same ones used in PowerBI online.

Scenario 
We wanted to share PowerBI reports with some of our customers. It is not possible currently to allow anyone from outwith our Azure AD group to securely access the PowerBI reports. So the only other solution was to get our Office 365 Admin to create an account for each customer. All the customers will connect to the same database to extract their data. On the database an account was created for each customer, so when they connected to the database the customers account could only access that customers data.

First step - Find credentials in PowerBI Desktop 

Open PowerBI desktop at the top left hand side click once with left hand mouse button the menu icon .  The from the menu that appears, go to 'Options and settings' menu item and click once with left hand mouse button (see figure 1)

 
Figure 1 - Showing the 'Options and settings' menu item. 
 
In the 'Data Source Settings' window select the data source (3), that is to say where the data is extracted from. Next press the 'Edit' button (4) this will open the window shown in Figure 2.

Figure 2 - First data source settings window.

In the second  'Data Source Settings' window click on the 'Edit' button 


Figure 3 - Second data source settings window

Now you can get the details eg Username and password used to connect to the data source are stored. If these are required. 
 
Figure 4 - Data source credentials window
 
So we now have the follow credentials
Username = [email protected] 
Password = JoeB123 
N.B. We will be using these details later. 

Tip if using multiple accounts with PowerBI online  
Next step would be to publish your reports to the PowerBI service at PowerBI.com.   If you have multiple accounts which you use to publish your reports to a PowerBI service. Then one tip is log out of the account and log back in as there is nothing in the PowerBI desktop application which indicates which account is logged in. 

Adding credentials in PowerBI Service (Aka PowerBi.com) 
One quick tip here is to open PowerBi.com using Internet Explorer. At the time of writing process shown next did not reliability render in other browsers.  Log into PowerBI.com once successfully log in, go to the top right hand side of the window. Click with left hand mouse button the settings icon, from the menu click on the 'Settings' menu item. 

 
Once the 'Settings' window opens click on the 'Datasets' tab 

 

 Once in 'Settings->Datasets' click once with left hand mouse button on the triangle to the left of 'Data source credentials' 



 Once the 'Data source credentials' have been expanded click on the 'Edit credential' link. 

 

 Once the  credentials configuration window opens the drop down box below the authentication method select the 'Basic' authentication method. 

 

 When you select the 'Basic' Authentication method, text boxes will appear at the bottom of the form. Enter the username and password, then click on the 'Sign In' button. 



 If the user name and password has been successful then you will see a message appear in the top right hand corner of the PowerBi window, indicating the data source has been successfully updated. 














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