Strategies for preserving uniform connection credentials in DAX Studio between Power BI and Excel include:
Use Windows Authentication: In that case, as both are used within Windows, Power BI and Excel should use the same account window credentials to authorize access to resources. Windows Authentication is easy because you don't need to enter credentials every time you connect.
Save Connection in DAX Studio: DAX Studio allows saving connections with credentials. Once such connections are established with a Power BI or Excel file, you can save the connection and, on reconnecting, select the given connection so that you do not have to enter credentials every time. However, ensure that you save the credentials safely in the tool.
Credential Management in Power BI and Excel: To keep data source credentials consistent, share the same data source credentials, like OAuth and username/password, between Power BI and Excel. If you are using a shared data source, use the same authentication type and sign-in methods across both applications.
Incorporate Power BI Data Source Settings. Ensure data source credentials are accurately defined in Power BI under File > Options and Settings > Data Source Settings. The same credentials should be supplied when connecting from Excel if you use the same data source.
DAX Studio and Excel must maintain the same session to migrate from one application to the other. Context switching too often causes token expiration issues, making re-authentication necessary each time due to session timeouts.
These settings and practices can be harmonized to provide a consistent experience with minimal disruption related to credentials.
