Privacy Level settings in Microsoft Excel: Difference between revisions
Jump to navigation
Jump to search
mNo edit summary |
mNo edit summary |
||
| Line 17: | Line 17: | ||
= Setting Privacy Level for a Data Source = | = Setting Privacy Level for a Data 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'' | * '''''Organisational''' level has been observed to be the most optimal level in most cases.'' | ||
= Ignore Privacy Levels Settings = | = Ignore Privacy Levels Settings = | ||
# Navigate to Data > Get Data > Query Options | # Navigate to Data > Get Data > Query Options. | ||
* To ignore Privacy Levels for all workbooks: | * To ignore Privacy Levels for ''all workbooks'': | ||
# Navigate to '''Privacy''' Settings under '''Global''' settings | # Navigate to '''Privacy''' Settings under '''Global''' settings. | ||
# Select the '''Always ignore Privacy Level Settings''' and click OK. | # Select the '''Always ignore Privacy Level Settings''' and click OK. | ||
* To ignore Privacy Level for the current | * To ignore Privacy Level for the ''current workbook'' only: | ||
# Navigate to '''Privacy''' Settings under '''Current Workbook''' settings | # Navigate to '''Privacy''' Settings under '''Current Workbook''' settings. | ||
# Select the '''Ignore the Privacy Levels and potentially improve performance''' and click OK. | # Select the '''Ignore the Privacy Levels and potentially improve performance''' and click OK. | ||
Revision as of 02:22, 14 March 2025
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.
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
Setting Privacy Level for a Data 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.
Ignore Privacy Levels Settings
- Navigate to Data > Get Data > Query Options.
- To ignore Privacy Levels for all workbooks:
- Navigate to Privacy Settings under Global settings.
- Select the Always ignore Privacy Level Settings and click OK.
- To ignore Privacy Level for the current workbook only:
- Navigate to Privacy Settings under Current Workbook settings.
- Select the Ignore the Privacy Levels and potentially improve performance and click OK.