How To Change Data Source In Power BI From Excel To SharePoint

Changing the data source in Power BI from Excel to SharePoint can be done using different methods and steps. In this article, we will provide you with a step-by-step guide on how to make this transition seamless. By following these instructions, you can ensure that your Power BI reports and dashboards continue to deliver accurate and up-to-date data.

To begin, let’s explore two methods for obtaining the Excel file path. The first method involves using the Excel Desktop App:

  1. Open the Excel file stored in SharePoint Online in the Excel Desktop App.
  2. Click on the File menu, then select Info.
  3. Click on the Copy path button.
  4. In Power BI Desktop, select Get data, then Web, and paste the copied path in the URL text box.
  5. Remove the “?web=1” from the end of the copied path.
  6. Enter your credentials and click Connect.

The second method involves obtaining the Excel file path directly from SharePoint:

  1. Select the Excel file in SharePoint Online.
  2. Click on the ellipsis button, then Details.
  3. In the Details pane, scroll down to the Path section.
  4. Click on the Copy Direct Link button.
  5. In Power BI Desktop, select Get data, then Web, and paste the copied link in the URL text box.

Now that we have covered the methods for obtaining the Excel file path, let’s move on to changing the data source in Power BI Online:

  1. Open your Power BI report or dashboard in edit mode.
  2. Select the Edit Queries button.
  3. Choose the Data Source Settings dropdown menu.
  4. Select Change Source and choose the new data source.
  5. Ensure the new data source is configured correctly and matches the original data source structure.
  6. Save your changes and refresh the data.

Changing the data source in Power BI Online has several benefits, including the ability to continue using reports and dashboards even if the original source is unavailable, taking advantage of new features or functionality, and improving performance. However, it’s important to consider factors such as the size and complexity of the data, frequency of updates, and level of security required when choosing a data source.

If you encounter any issues when changing the data source, consider troubleshooting tips such as checking the configuration and compatibility, maintaining and updating data sources regularly, and optimizing data models.

To summarize, changing the data source in Power BI from Excel to SharePoint involves following specific methods and steps to ensure a smooth transition. By carefully following the instructions provided in this article, you can seamlessly change the data source and continue to leverage the power of Power BI for your data analysis needs.

Methods for Getting the Excel File Path

Before changing the data source, you need to obtain the Excel file path, which can be done in two ways.

  1. Method 1: Getting the Excel File Path from the Excel Desktop App

To get the Excel file path from the Excel Desktop App, follow these steps:

Step Instructions
1 Open the Excel file stored in SharePoint Online in the Excel Desktop App
2 Click on the File menu, then select Info
3 Click on the Copy path button
4 In Power BI Desktop, select Get data, then Web, and paste the copied path in the URL text box
5 Remove the “?web=1” from the end of the copied path
6 Enter your credentials and click Connect
  1. Method 2: Getting the Excel File Path Directly from SharePoint

To get the Excel file path directly from SharePoint, follow these steps:

Step Instructions
1 Select the Excel file in SharePoint Online
2 Click on the ellipsis button, then Details
3 In the Details pane, scroll down to the Path section
4 Click on the Copy Direct Link button
5 In Power BI Desktop, select Get data, then Web, and paste the copied link in the URL text box

Changing Data Source in Power BI Online

To change the data source in Power BI Online, follow these steps:

  1. Open your Power BI report or dashboard in edit mode
  2. Select the Edit Queries button
  3. Choose the Data Source Settings dropdown menu
  4. Select Change Source and choose the new data source
  5. Ensure the new data source is configured correctly and matches the original data source structure
  6. Save your changes and refresh the data

Changing the data source in Power BI Online offers various benefits, including the ability to continue using reports and dashboards even if the original source is unavailable, taking advantage of new features or functionality, and improving performance. However, it’s important to consider factors like data size and complexity, frequency of updates, and the level of security required when choosing a new data source.

Troubleshooting tips for errors when changing the data source include checking the configuration and compatibility, as well as maintaining and updating data sources by regularly checking for inconsistencies, using data refresh settings, and optimizing data models.

Overall, changing the data source in Power BI from Excel to SharePoint involves following specific methods and steps to ensure a smooth transition.

Changing Data Source in Power BI Online

Changing the data source in Power BI Online involves modifying the existing data source settings and configuring the new data source. By following these steps, you can ensure a smooth transition and continue using your reports and dashboards seamlessly.

To start, open your Power BI report or dashboard in edit mode. This can be done by selecting the report or dashboard you want to modify and then clicking on the “Edit” button. Once in edit mode, click on the “Edit Queries” button located in the ribbon menu.

In the “Edit Queries” window, choose the “Data Source Settings” dropdown menu. From the options provided, select “Change Source” to begin the process of changing the data source. At this point, you can choose the new data source that you want to connect to Power BI Online.

Before finalizing the changes, it is crucial to ensure that the new data source is properly configured and matches the original data source structure. This will help maintain data integrity and prevent any disruptions to your reports and dashboards. Once you have confirmed that the new data source is correctly configured, save your changes and refresh the data to incorporate the new source into your Power BI Online environment.

When changing the data source in Power BI Online, there are several benefits to consider. You can continue using your reports and dashboards even if the original source becomes unavailable. Additionally, you can take advantage of new features or functionality offered by the new data source, as well as potentially improve performance.

However, it is important to be aware of potential issues that may arise when changing the data source. These include data inconsistencies, challenges with data refreshes, and compatibility concerns. To troubleshoot any errors that may occur during this process, ensure that the configuration and compatibility of the new data source are checked. Regularly maintaining and updating data sources can also help prevent issues by regularly checking for inconsistencies, utilizing data refresh settings, and optimizing data models.

In conclusion, changing the data source in Power BI Online requires modifying the existing data source settings and configuring the new data source. By following the provided steps and considering the benefits, considerations, and troubleshooting tips, you can successfully transition your reports and dashboards to a new data source in Power BI Online.

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