Privacy Level settings in Microsoft Excel: Difference between revisions
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Privacy Levels are used to determine the level of isolation between data sources in Excel. | Privacy Levels are used to determine the level of isolation between data sources in Excel. | ||
OdataLink Report templates are configured to use user-input parameters to filter data or invoke functions from an Odata feed source. | <!--OdataLink Report templates are configured to use user-input parameters to filter data or invoke functions from an Odata feed source.--> | ||
If the Privacy Settings for either Excel workbook or Odata feed is not configured or is incompatibe with other data sources, Power Query editor will display a '''yellow banner''', indicating that the Privacy Level(s) need to be set for one or more data sources. | If the Privacy Settings for either Excel workbook or Odata feed is not configured or is incompatibe with other data sources, Power Query editor will display a '''yellow banner''', indicating that the Privacy Level(s) need to be set for one or more data sources. | ||
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* [[Data Refresh Error: Cannot convert the value "Record" to type Record|Cannot convert the value "Record" to type Record]] | * [[Data Refresh Error: Cannot convert the value "Record" to type Record|Cannot convert the value "Record" to type Record]] | ||
If you are not concerned about isolation of data sources, you can choose to ignore Privacy Level settings | If you use only Odata feeds as a data source and are not concerned about isolation of data sources, you can choose to ignore Privacy Level settings. It is also possible to configure the privacy level for each individual data source. | ||
= Ignore Privacy Levels Settings = | = Ignore Privacy Levels Settings = | ||
To ignore Privacy Level only for the '''''current workbook''''': | |||
# Navigate to Data > Get Data > Query Options. | |||
# Under '''Current Workbook''' settings, Navigate to '''Privacy''' Settings. | |||
# Select the '''Ignore the Privacy Levels and potentially improve performance''' and click OK. | |||
If you have '''''multiple OdataLink solutions''''' and want to quickly disable privacy levels for '''''All workbooks''''': | |||
# Navigate to Data > Get Data > Query Options. | # Navigate to Data > Get Data > Query Options. | ||
# Under '''Global''' settings, Navigate to '''Privacy''' Settings. | |||
# Select the '''Always ignore Privacy Level Settings''' and click OK. | # Select the '''Always ignore Privacy Level Settings''' and click OK. | ||
= Setting Privacy Level for a Data Source = | = Setting Privacy Level for a Data Source = | ||
If you use '''Other data sources''' and pass sensitive data to '''public or external private''' data sources, we suggest understanding Privacy Levels and then setting the privacy profile for each source. | |||
# Navigate to Data > Get Data > Data Source Settings. | # Navigate to Data > Get Data > Data Source Settings. | ||
# Click and highlight the intended data source. | # Click and highlight the intended data source. | ||
# Click on '''Edit Permissions''' button. | # Click on '''Edit Permissions''' button. | ||
# Set the Privacy Level to your desired level. | # Set the Privacy Level to your desired level. | ||
#: '''''Organisational''' level has been observed to be the most optimal level in most cases.'' | |||
= Understanding Privacy Levels = | |||
The 3 levels of Privacy Levels available are: | |||
* '''Public '''Data: Lowest Privacy Level. Data from Public data sources can be sent to other data sources with similar or higher privacy levels. | |||
* '''Organisational''' Data: Organisational level privacy. Data from Organisational level data sources can be sent to Organisational or Private data sources. | |||
* '''Private '''Data: Highest Privacy Level. Data from Private level cannot be sent to any other data source. | |||
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[https://odatalink.com/faq/what-are-the-privacy-levels-for-in-power-query-power-bi-and-excel Understanding Privacy Level settings] | [https://odatalink.com/faq/what-are-the-privacy-levels-for-in-power-query-power-bi-and-excel Understanding Privacy Level settings] | ||
[[Category:Troubleshooting | [[Category:Troubleshooting|Privacy]] | ||
Latest revision as of 22:55, 22 March 2026
Privacy Levels are used to determine the level of isolation between data sources in Excel.
If the Privacy Settings for either Excel workbook or Odata feed is not configured or is incompatibe with other data sources, Power Query editor will display a yellow banner, indicating that the Privacy Level(s) need to be set for one or more data sources.
Incorrectly configured Privacy Levels for the data sources that interact with each other may result in one or both of the following errors:
- Cannot convert the value "Function" to type Function; or
- Cannot convert the value "Record" to type Record
If you use only Odata feeds as a data source and are not concerned about isolation of data sources, you can choose to ignore Privacy Level settings. It is also possible to configure the privacy level for each individual data source.
Ignore Privacy Levels Settings
To ignore Privacy Level only for the current workbook:
- Navigate to Data > Get Data > Query Options.
- Under Current Workbook settings, Navigate to Privacy Settings.
- Select the Ignore the Privacy Levels and potentially improve performance and click OK.
If you have multiple OdataLink solutions and want to quickly disable privacy levels for All workbooks:
- Navigate to Data > Get Data > Query Options.
- Under Global settings, Navigate to Privacy Settings.
- Select the Always ignore Privacy Level Settings and click OK.
Setting Privacy Level for a Data Source
If you use Other data sources and pass sensitive data to public or external private data sources, we suggest understanding Privacy Levels and then setting the privacy profile for each source.
- Navigate to Data > Get Data > Data Source Settings.
- Click and highlight the intended data source.
- Click on Edit Permissions button.
- Set the Privacy Level to your desired level.
- Organisational level has been observed to be the most optimal level in most cases.
Understanding Privacy Levels
The 3 levels of Privacy Levels available are:
- Public Data: Lowest Privacy Level. Data from Public data sources can be sent to other data sources with similar or higher privacy levels.
- Organisational Data: Organisational level privacy. Data from Organisational level data sources can be sent to Organisational or Private data sources.
- Private Data: Highest Privacy Level. Data from Private level cannot be sent to any other data source.