Pulling SharePoint Online List with Managed Metadata into Power BI

December 17, 2016

Recently, I started to work with Power BI for one of my projects. I am impressed and presently supersized. Product is simple and powerful keeping up to its name.  But, its not free from bugs.

Like Force.com I always wondered if SharePoint Online can be used as PaaS. One of the major backdrop for me was reporting until I explored Power BI. In this post I am going to cover a bug which will fail sync between  SharePoint Online List with Managed Metadata and Power BI. 

Error: 

Expression.Error: We cannot convert a value of type Record to type Table.Details:Value=Record Type=Type


You may encounter this issue in another form. If you try to expand taxonomy column, it will take forever. 


Work Around: 


In Power BI Desktop, instead of using "Sharepoint List" under "Get Data" use "OData" and supply REST API URL instead. 

https://tenantname.sharepoint.com/sites/SiteName/_api/Web/Lists(guid'xxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxx')/Items

Login with Organization Account. It should work seamlessly. 

At the time of writing this post Power BI is facing syncing issues. If you run into one of them.


After you publish the data source to PowerBI online and check the settings, you see the following error. 

"Your data source can't be refreshed because the credentials are invalid, Please update your
credentials and try' again."

The solution is simple. Edit credentials. Select OAuth2 and reenter credentials. 

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