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Difference between revisions of "Privacy Level settings in Microsoft Excel"
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Privacy Level settings in Microsoft Excel (view source)
Revision as of 21:38, 19 March 2025
, 19 Marchno edit summary
m (changed order of ignore and select privacy levels) |
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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. | ||
= Ignore Privacy Levels Settings = | = Ignore Privacy Levels Settings = | ||
To ignore Privacy Level only for the '''''current workbook''''': | |||
# Navigate to Data > Get Data > Query Options. | # Navigate to Data > Get Data > Query Options. | ||
# Under '''Current Workbook''' settings, Navigate to '''Privacy''' Settings. | |||
# Navigate to ''' | # 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. | # Select the '''Always ignore Privacy Level Settings''' and click OK. | ||
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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. | |||
= 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. | |||
= 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. | ||