How To Link SharePoint File To Power BI

Linking a SharePoint file to Power BI enables users to seamlessly integrate their data and leverage Power BI’s powerful analytics and visualization features. With the ability to connect SharePoint files to Power BI, users can enhance their data analytics and collaboration capabilities effortlessly.

To link a SharePoint file to Power BI, there are two main methods that can be used. The first method involves opening the Excel file in the Excel Desktop App and copying the file path. In Power BI Desktop, simply paste the copied path in the URL text box under the Web data source option. The second method involves directly obtaining the file path from SharePoint Online. By selecting the file, clicking on the ellipsis button, and then selecting Details, you can easily copy the file path from the Path section. This copied link can be used in Power BI Desktop to connect to the Excel file.

These methods provide an easier way to link SharePoint files to Power BI without having to go through multiple steps. By following the step-by-step guide in the next section, you can quickly and effortlessly connect your SharePoint files to Power BI, unlocking the full potential of data analytics and collaboration.

Methods for Linking SharePoint File to Power BI

There are two primary methods to link a SharePoint file to Power BI, depending on whether you prefer using the Excel Desktop App or accessing the file path directly from SharePoint Online. Both methods offer a convenient way to enhance your data analytics and collaboration capabilities.

Method 1: Excel Desktop App

To link a SharePoint file using the Excel Desktop App, follow these steps:

  1. Open the Excel file in the Excel Desktop App.
  2. Copy the file path from the address bar.
  3. In Power BI Desktop, click on “Get Data” and select “Web” from the options.
  4. Paste the copied file path in the URL text box under the Web data source.

Method 2: SharePoint Online

If you prefer a more direct approach, you can obtain the file path from SharePoint Online:

  1. Select the file you want to link in SharePoint Online.
  2. Click on the ellipsis button (three dots) and select “Details”.
  3. Copy the file path from the Path section.
  4. In Power BI Desktop, follow the same steps as in method 1, but paste the copied file path under the Web data source option.

By following these methods, you can easily link SharePoint files to Power BI, enabling seamless data analysis and collaboration. Refer to the table below for a quick comparison of the two methods:

Method Advantages Disadvantages
Excel Desktop App Quick and straightforward process Requires the Excel Desktop App
SharePoint Online Doesn’t require additional software May involve more steps

Step-by-Step Guide

Follow these steps to link your SharePoint file to Power BI, whether you choose to utilize the Excel Desktop App or obtain the file path from SharePoint Online.

Method 1: Excel Desktop App

To begin, open the Excel file that you want to link to Power BI in the Excel Desktop App. Once the file is open, copy the file path from the address bar at the top of the application.

Next, open Power BI Desktop and navigate to the Home tab. Click on the “Get Data” button and select the “Web” option under the “Get Data” drop-down menu.

In the “URL” text box under the “Web data source” option, paste the copied file path. Then, click on the “OK” button to connect to the Excel file and import the data into Power BI.

Method 2: SharePoint Online

If you prefer to obtain the file path directly from SharePoint Online, start by selecting the SharePoint file you want to link to Power BI. Click on the ellipsis button (…) next to the file, and then select “Details”.

In the Details pane, locate the “Path” section and copy the file path. This path contains the necessary information to establish the connection between SharePoint and Power BI.

Now, open Power BI Desktop and follow the same steps as described in Method 1. When prompted for the file path, paste the copied SharePoint link into the “URL” text box. Click “OK” to connect to the Excel file and import the data into Power BI.

By following these straightforward steps, you can effortlessly link your SharePoint file to Power BI, enabling you to take advantage of enhanced data analytics and collaboration capabilities without any hassle.

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Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.