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Easier set up of datasets in Power BI | Microsoft Power BI-blog | Microsoft Power BI
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Easier set up of datasets in Power BI
Connecting datasets to their data sources is arguably one of te most important tasks BI authors must accomplish after publishing a Power BI Desktop file to te Power BI service. It is perhaps also one of te most complex tasks as connections to on-premises data sources generally require a data gateway. Accordingly, improving te configuration experience for gateway connections is an important goal.
Ideally, your gateway infrastructure already covers all connectivity requirements. Yet, this is not always te case. You might have no enterprise gateways in your Power BI environment, or te existing gateways might be missing data source definitions, or they aren’t configured to allow cloud data sources while your dataset combines on-premises and cloud sources. Te solutions are relatively straightforward. If you don’t have access to an enterprise gateway, perhaps install a personal gateway. If existing gateways are missing data source definitions, add them—or ask a gateway administrator to do so. If you must combine on-premises and cloud data, make sure you enable te checkbox Allow user’s cloud data sources to refresh through this gateway cluster in te gateway configuration.
Te good news is that recent user interface (UI) changes for gateway connections can help guide Power BI users through these solution steps. For example, if there are no enterprise gateways available, you can click on te Install now button under Gateway connection in te datasets settings to deploy a personal gateway and unblock your refresh scenario, as te following screenshot illustrates.
On te other hand, if you have enterprise gateways and are just missing some data source definitions, you can either add them directly or pass te data source information on to your gateway administrator to get them added, as mentioned earlier. As te screenshot below reveals, te Status column clearly indicates those gateways that meet te configuration requirements for a given dataset. For gateways that do not, you can use te Actions button to view te data sources and resolve te configuration issues. Of course, you only need one correctly configured gateway to establish te data connection. In this example, te correct choice would be Gtw1.
If you wanted to pick Gtw2, for any reason, you must fix te identified configuration issue by adding te missing data source. Assuming you are te gateway administrator, you can click on Add to gateway for te desired data source, which takes you to te Add Data Source page for te selected gateway and prepopulates te configuration fields with te information obtained from te data source definition in te dataset. You only need to provide te authentication details to complete te configuration.
When you click Add, Power BI creates te data source definition and takes you back to te dataset settings page, where you can now pick te desired gateway and click Apply, as in te following screenshot.
At this point, you might be wondering about te purpose of te Use a data gateway toggle switch. This switch is On and cannot be changed if Power BI detects a connection to an on-premises data source in te dataset because on-premises data sources always require a data gateway. On te other hand, if a dataset relies only on cloud sources, then te switch is Off by default but can be turned On. For performance reasons, it is a good idea to use te default and leave te switch Off, but if you require more control, such as over privacy settings, you can force te connection to go through a data gateway. Note that you must then add te data source definition to te desired gateway like an on-premises data source. Note also that there are some limitations. For example, organizational authentication is generally unavailable for cloud sources registered like an on-premises data source in a data gateway. You might have to use Basic or Windows authentication against te cloud source. For this reason and given that te cloud data would have to be transferred to te on-premises gateway and then back to Power BI in te cloud, it is best to refresh datasets against cloud sources without te involvement of a data gateway. So, leave te Use a data gateway toggle switch Off and provide te required credentials under Data source credentials on te dataset settings page as you normally do for cloud sources.
Even datasets that use both on-premises and cloud sources do not require te cloud sources to go through a data gateway because Power BI can retrieve on-premises and cloud data in separate queries—provided te dataset does not merge or append te data in te same query. So, even though te Use a data gateway toggle switch is On in this case because te dataset uses an on-premises data source, you don’t need to add te cloud sources to te gateway. Unfortunately, however, te Power BI UI cannot determine if you wanted to add te cloud sources or not and so suggests both on-premises and cloud sources, as in te following screenshot. A future UI update will de-emphasize te need to add cloud sources because they should only be added to a gateway in rare cases.
There still is, however, te one caveat that te dataset might merge or append on-premises and cloud data in te same query. Now a gateway must process te data before sending it to te Power BI dataset. One option is to add all data sources explicitly to te desired gateway, but what do you do if te cloud source uses an unsupported authentication method? In this case, enable te checkbox Allow user’s cloud data sources to refresh through this gateway cluster in te gateway configuration and then configure te credentials for te cloud source under Data source credentials. With cloud credentials provided, you can refresh te dataset using te Refresh now option or set a schedule to refresh te data periodically.
And that’s it for a quick journey across te most recent improvements concerning te configuration of te gateway connection for a dataset. As you no doubt will notice, there is still room for more. Among other things, it should be easier to switch back and forth between te dataset settings and gateway management pages. Te Data source credentials should identify more clearly where credentials are and are not required. As mentioned, cloud sources should be highlighted differently than on-premises sources because their gateway connection requirements are very different. And lastly, te Gateway connection section should also be displayed for datasets working in DirectQuery mode. So stay tuned for more improvements in future service releases.
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