I built a PBI report for an external client (different company and domain) on my Power Bi Desktop based on a sample excel file (the production excel file is saved on the client's network and is updated every day).
I now need to "hand over" the report to the client and connect it to his excel file. I've already created a Power BI Pro account for the client.
How do I:
- Make the report available to the client AND
- Replace the sample excel file data source link with the production excel file which is located on the client's network AND
- Have the client be able to refresh the report on his own
I've been struggling with this for a week now and can't find a way to figure it out. Feeling pretty discouraged.
This is what I attempted so far without success:
- Tried saving the report on the client's PBI desktop -> changing the data source settings to point to the network file -> publish to Service – report did not update data when hitting the "refresh" option in Service.
- Tried to create a dataflow with enterprise gateway on client's PBI Service. The gateway connection seemed successful but the dataflow gives an error message " invalid credentials" although I checked the windows credentials and they are correct.
- I also tried sharing the report from my user to the client's user but realized there was no way I could have it connected to the client's excel since we are in two different locations (both physical and domain wise). Is there such a way?