Data Refresh Error: Cannot convert the value "Record" to type Record

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Data Privacy Banner displayed if Privacy Levels are not configured
Data Access Forbidden Banner displayed if Privacy Levels are configured incorrectly
Data Sources Privacy Levels configured incorrectly

Errors of the format Cannot convert the value [Record] to type Record may be caused due to the Privacy Level settings avoiding transferring (known as Folding in Power Query terminology) variables or parameters, such as Dates, into an OdataLink Endpoint.

The error may be displayed as a Yellow banner in Power Query Editor, or as an error message as displayed, when data sources are refreshed.

To understand more about the Privacy Levels, see Understanding Privacy Level settings

This error may arise when dates input in an an Excel worksheet are filtering a Journals Table, or when importing a custom mapping worksheet from Sharepoint into a report.

To resolve this type of error, you can either set the Appropriate Privacy Levels for each data source, or choose to Ignore Privacy Levels altogether.


When to choose to Ignore Privacy Level Settings

If any of the following apply to your Microsoft Power BI or Microsoft Excel Report, you can choose to ignore the Privacy Level Setttings:

  1. If Odata Feeds are the only data sources, and all the data sources belongs to same organisation;
  2. If the data sources do not contain any Private or sensitive data
  3. If the information shared across the data sources is not sensitive information. For e.g. Dates, excluding Date of Birth, Company name, Supplier Name, etc


Setting Privacy Levels in Microsoft Excel

To set Privacy Levels in Microsoft Excel see Setting Privacy Level in Excel

Ignoring Privacy Levels in Microsoft Excel

To ignore Privacy Levels settings in Microsoft Excel see Ignore Privacy Levels in Excel


Setting Privacy Levels in Microsoft Power BI

To set Privacy Levels in Microsoft Power BI see Setting Privacy Level in Power BI

Ignoring Privacy Levels in Microsoft Power BI

To ignore Privacy Levels settings in Microsoft Power BI see Ignore Privacy Levels in Power BI


Related Topics

Cannot convert the value "Function" to type Function

Microsoft Learn - Privacy Levels

Privacy Level settings in Microsoft Excel

Privacy Level settings in Microsoft Power BI