Forum Discussion
TheFreeman
Feb 21, 2024Copper Contributor
Excel Privacy Level Dialogue Box on data refresh - Making the right selection
(Directed to post here from @MSExcel on X / Twitter. Original Post Here I am looking for guidance around this "Privacy Levels" popup when refreshing data in Excel. The "here" link is a dead link...
smylbugti222gmailcom
Feb 22, 2024Iron Contributor
Addressing your concerns:
- I understand you're seeking guidance on the Excel Privacy Level dialogue box that appears during data refresh.
- The provided image helps visualize the dialogue box options.
- I'm aware the "here" link is broken and cannot be fixed directly.
Explanation:
This dialogue box aims to enhance data security and privacy by controlling how Excel interacts with external data sources like SharePoint, OneDrive, or Azure.
Privacy Level Options:
- Private: Offers the highest security but restricts data access and functionality. Isolates the data source and requires explicit user consent for each refresh.
- Public: Allows unrestricted access and functionality but provides minimal security. Assumes the source is publicly available and trustworthy.
- Ignore Privacy Levels: Bypasses security settings, potentially exposing data to risks if the source is not fully trusted.
Choosing the Right Option:
The best choice depends on several factors:
- Trust level of the data source: Choose "Private" for untrusted sources or sensitive data, "Public" for trusted sources if collaboration allows.
- Data sensitivity: "Private" is generally recommended for highly sensitive data.
- Collaboration needs: "Public" or "Private" might be suitable depending on shared access requirements and security concerns.
Recommendations:
- For most cases, "Private" is the safest option, especially for sensitive data or untrusted sources. It balances security and functionality.
- Use "Public" with caution, only if the source is completely trusted and you understand the security implications.
- Avoid "Ignore Privacy Levels" unless you fully comprehend the risks and have a compelling reason to bypass security measures.
Additional Considerations:
- Consult your organization's security policies regarding data access and external sources.
- Seek guidance from your IT department or a security professional if unsure about the appropriate choice.
Addressing Concerns about "Ignore Privacy Levels":
Choosing "Ignore Privacy Levels" can be risky, potentially exposing your data to unauthorized access or manipulation. It's crucial to:
- Only choose this option if you fully trust the external data source and understand the security implications.
- Be aware that this choice might violate your organization's security policies.
Remember:
- Security is paramount, especially for sensitive data.
- When in doubt, err on the side of caution and choose "Private" or consult with IT professionals.
I hope this comprehensive explanation empowers you to make informed choices and effectively guide others in understanding the Privacy Levels dialogue box.
- TheFreemanFeb 22, 2024Copper ContributorThank your for the fulsome reply. Are there any links back to MS that you have to support the information. Reason: Want to ensure the ideas behind my choices are well supported.
- SergeiBaklanFeb 23, 2024MVP
I guess Microsoft "dead" link shall be on this support page Set privacy levels (Power Query) - Microsoft Support
In addition to Lorenzo link on Chriss post, here is the link on Part 5 of his series on that subject, Chris Webb's BI Blog: Data Privacy Settings In Power BI/Power Query, Part 5: The Inheritance Of Data Privacy Settings And The None Data Privacy Level (crossjoin.co.uk) , you may find the rest
One of the first blogs on that from Ken Puls Power Query Errors: Please Rebuild This Data Combination (excelguru.ca) but the discussion in comment is still continued.
In my practice I usually keep privacy levels by default (usually organizational). Even if that could decrease performance. Don't expect any security breach on practice, that's more as alert that design could be improved.