Connect Power BI to SharePoint List, SharePoint Folder, SharePoint Excel File 🔌

Рет қаралды 337,487

4 жыл бұрын

Let me show you how you can connect Power BI to
00:20 SharePoint Folder
05:32 SharePoint Excel File
07:26 SharePoint List
================================
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Пікірлер: 221

@kenmendozaarista7869 2 жыл бұрын

Amazing video! Thank you, mate. For the ones looking for a way to import a file located in sharepoint ( in a different folder than "Documents") go directly to minute 05:42.

@Lukekiwi1 3 жыл бұрын

Thanks Avi! I really appreciate the thought you put into this video. Not all creators take the time to reflect and think about the specific problems newbies like myself could run into! Great video. Keep up the good work! :)

@RanjitSingh-yw8fw 2 жыл бұрын

I was struggling to connect the share point file to PowerBI but after watching this video it was done. Really nice video and thank you Avi for your live example.

@Toorall 3 жыл бұрын

Thank you, it helped a lot! Pity that Microsoft didn't separate reading Excel from SharePoint into a separate option in Get Data, as currently it is not intuitive at all, and I believe it is a very common task

@morganmcgary921 2 жыл бұрын

This video saved me. Thanks so much for clearing up the jump to combine on SharePoint Folder data sources. When I was trying to refresh data it was breaking because I didn't use the method you showed to exclude all the junk I didn't want from the site so I would get no-key errors.

@KB-wb9ym 4 жыл бұрын

Hi Avi, I can't thank you enough for this great video mate. Trust me, I was just thinking about to ask you yesterday arvo to post a video on these 3 types of data sources - SharePoint folder, SharePoint Online List & SharePoint list and that's exactly when I got an intimation on my mobile that you've done this video. Nowhere had I found such a demarcating explanation, not even on Microsoft website! Thanks a million mate and as the saying goes.. "Sow Saal Jiyo" and a Happy Diwali. Kind regards, Bhoga

@graemegourlay2850 3 жыл бұрын

Excellent tutorial, worked perfectly for me. I implemented directly as a Dataflow in the Power BI service and the same method worked perfectly.

@jasonolson4581 3 жыл бұрын

Creating reports from stuff in SharePoint is always an ask. This is so helpful.

@hamasalam665 3 жыл бұрын

Thanksss so much for sharing this, I was searching for how to fetch SharePoint excel with no success this helped me a lot

@teo11300 Жыл бұрын

there's a much easier way of opening a single file (excel etc.) located in sharepoint. Browse to the file, click the 3 dot menu for the file, click details, scroll down the details pane to find the document web path. Copy this url into Power BI as shown in the video.

@garywithu 4 жыл бұрын

Thank you very much. This save me a lot of time that I use to spend on manual refresh.

@MrSert187 4 жыл бұрын

you my man are a living legend! been looking for this and you explained and showed it CLEARLY!!

@PowerBIPro 4 жыл бұрын

Wow! Thanks for that wonderful compliment mate! ⚡Power On!⚡ / Avi ★ Subscribe and Join me LIVE for Talk Power BI Fridays kzfaq.infolive ★

@DataSciencefortheLazy 2 жыл бұрын

Thanks Avi. Very clear on the process. I am still facing credentials issue though. Do we need access to the root itself? I just have access on one of the sub-folders where my excel input file resides.

@edwardalarcon7367 4 жыл бұрын

Avi, thanks for the video. I was finally able to connect to my Sharepoint. Perfect!

@PowerBIPro 4 жыл бұрын

Hi Edward Alarcón. Woohoo glad the video helped you. ⚡Power On!⚡ / Avi ★ Power BI Complete Tutorial: kzfaq.info/get/bejne/d62in5B5nZ3Ugok.html ★ ★ Get Your Questions Answered LIVE on TalkPowerBI Fridays www.learnpowerbi.com/talkpowerbi ★

@millyq3407 4 жыл бұрын

amazing! thanks bunch, can we combine this approach to incremental? lets say im sending reports (same layout) everyday to a SP repo and I would like to use those files to feed incremental, is that possible?

@tamer.abdelaal Жыл бұрын

@4:35 If you click on "Binary" there it will lead you directly to the file you need, from there you need to click on "Table" and you will get exactly what you need!

@tomoyat5517 3 жыл бұрын

Recently I came to watch your videos and I realized it’s much better than the one I used to follow. This video was just spot on you are amazing, Period. Thanks Arigato-!

@PowerBIPro 3 жыл бұрын

Hi Tomoya Tsuruta, Thank you for the amazing compliment! Glad this video has helped you in learning Power BI. ⚡Power On!⚡ / Avi ★ Get Your Questions Answered LIVE on TalkPowerBI Fridays www.learnpowerbi.com/talk ★

@tonys1499 4 жыл бұрын

Hi Avi - how would one set up the SharePoint as a data cluster in the enterprise data gateway when using both an Oracle source and SharePoint folder or file? Thank you

@lasw3017 4 жыл бұрын

Thanks so much Avi, it helped me to resolve one of the issues. Keep up the good work.

@orbivictting5470 4 жыл бұрын

Using the Web import method and specifying the Excel file, how do you setup scheduled refreshes to pull in any changes made to the excel file. This is from the point of view of self-hosted PBI Report server, not Power BI Service! ? When in PBI desktop you get the option to login with organisational/microsoft o365 account. but that options isn't available when setting up the data source in PBI RS.

@pierfrancescogrego5582 3 жыл бұрын

Hi Avi! Thank you very much for the video. How to import in PoweBI all the items including all the related versions of a SharePoint List if the versioning feature has been enabled for the SharePoint List? Sometimes it might be helpful to get and show the data of the previous versions for all the SharePoint List items. I managed to import the latest version only for all the items, but I haven't yet found a solution for the past data of the same items.

@rayromych5534 3 жыл бұрын

Thanks for this video. Got a question though - how can I filter data before its loaded to report from sharepoint list. As we know there is a limit of 5000 that we can load from SP so we would need to filter it.

@suleidyhernandezcarratala5995 4 жыл бұрын

Thanks for your video. Finally, I was able to connect to many shareporpoint folders in one report but any time that I enter on it the report ask me for my credentials, it's normal? I put my Microsoft account but any time I need to do it?

@robertlaurie8658 4 жыл бұрын

Thanks for the video. The thing is when you connect a sharepoint folder, it doesnt give you each of the fields to use in the report itself...it gives you generic things like 'type'

@j.capgemini83 3 жыл бұрын

Simply Brilliant! thanks Avi.... BI Saviour you are!

@AndrewRooks 3 жыл бұрын

Thank you THANK YOU THANK YOU!!!!!!!!!!!!!! Spend far to much time trying to get SharePoint Folders to work but in the end your explanation allowed me to achieve what I needed. What would be great is if you could show the same data gather but from a DataFlow in the Services rather than in the Desktop. This being my ultimate aim. Thanks Avi Power ON! Andrew

@AndrewRooks 3 жыл бұрын

Avi, I have managed to get this into a DataFlow. Thank again for the help, you've made my day! Andrew

@renataarcari1033 3 жыл бұрын

Just what i'm searching for! Thank you so much

@guptaprashantkumar 4 жыл бұрын

Hi, Thanks for the video. I was able to connect to sharepoint from power query and prepared my report in excel through power pivot. But when I am sharing it with other user within the same group, they are getting refresh error? Any help?

@marekgolaszewski2756 3 жыл бұрын

Thank you! You saved my live by this video :-)

@vinod1908 3 жыл бұрын

Thank you! This video was exactly what I was looking for!! God bless you! :)

@trevormay8486 2 жыл бұрын

Hi Avi! Do you have any resources or help on doing this same process in Power Query Online? I have an excel table that is in a sharepoint folder that I'm trying to add to my dataflow but I just keep getting 'Invalid Credentials' errors.

@maximedurocher43 3 жыл бұрын

Saved my life again thanks so much!!

@isabellejerome1624 3 жыл бұрын

Excellent many thanks very clear for a Frenchy !!!

@ahv5457 Жыл бұрын

Thanks Avi. I'd like to load each of those Binary rows into a separate table rather than combining them into one single table because they all have different contents (columns and rows). I have saved all these tables in one path in a SharePoint. How to da that?

@tomfontanella6585 Жыл бұрын

Excellent video. Your delivery of information is very clear. I do hit one problem when trying to load data from a Sharepoint list, however. If the list field contains a name that comes from the Active Directory Global Address List, it returns the person's GAL ID, e.g., 1054 , not their name.

@soniaortega6566 Жыл бұрын

I am also wondering how to convert and show the name displayed on the Sharepoint list. Please let me know if anyone knows how to change those columns.

@shota3357 4 жыл бұрын

Thanks from japan!

@munkybutler1 3 жыл бұрын

Hi Avi, I have a SharePoint list with 10,000 rows as my datasource. The Power BI refresh is extremely slow, takes up to an hour and often doesn't even work. Do you have a recommended limit of SharePoint list rows for import to Power BI? Thanks.

@dianajimenez2557 2 жыл бұрын

Hello! Thank you so much for the video. It works. However, I have a report published and it is automatically refresh but it seems to have problems refreshing the Sara form the folder because it is attached to my user. Is there any way to fix this ?

@1yyymmmddd 4 жыл бұрын

Hi. How do you get this Open in Desktop App tab there? I don't see it in my file open in Sharepoint.

@maximedurocher43 3 жыл бұрын

Saved my life!! Thanks!!

@orangutanklaus7035 3 жыл бұрын

Perfect!! Such a great tutorial!

@kinsellapinky9358 3 жыл бұрын

Thanks Avi... You saved my life

@Globlanco4474 3 жыл бұрын

That was so clear, thanks!

@jumpofjoy8815 3 жыл бұрын

Thank you for this video! What happens if I need to add more files in the share point folder selected in your example? Will they be combined automatically with the ones already there or I have to repeat the selection process all over again? I find it weird that we cannot just point out the full folder path in share point like we do with local folders.

@kenmendozaarista7869 2 жыл бұрын

I think that if the files you want to combine are in same folder, you will be able to combine them. Take into account that when you are inside power query you can combine/append as many tables as you want.

@yaxmokwa7612 11 ай бұрын

This was quite helpful. THank you Avi and keep it coming.

@smailmaksen8528 3 жыл бұрын

Hello Avi! Awesome presentation. I have a real problem when connecting to a sharepoint online List. The data provided in the columns after making the first query looks like "asdf" the text inside isn't shown. What can I do? Can you help??

@PCaggy1974 2 жыл бұрын

thank you very much. your video helped me to solve the problem while reading a sharepoint folder in excel using power query.

@PowerBIPro 2 жыл бұрын

Glad to help Paolo. Power On!

@laviecest5811 3 жыл бұрын

Very helpful tutorial. Thanks for this.

@georgevogiatzis2715 Жыл бұрын

Great job explaining this sharepoint procedure! Helped me a lot! Subbed!

@PowerBIPro Жыл бұрын

Awesome, thank you!

@johnpauldelacruz7957 Жыл бұрын

Hi, Excellent work on it. May I ask if can I connect to someone's sharepoint folder that has been shared to me including the sub-folder and sub files. Because here you have query it successfully as it is your own sharepoint folder but what if it is not your sharepoint folder? Makes sense? Additional on it, I want to query also the version history of the sharepoint folder and files which I do not own but has just shared to me. Thanks!

@oussamabelyamani8036 2 жыл бұрын

awesome subject , great and detailed content , thanks

@santiagotorozuluaga5863 3 жыл бұрын

Hello, thank you very much for the video. Do you know how to get the metadata from Sharepoint lists with PowerBI? Hola, muchas gracias por el video. Sabes como obtener los metadatos de las listas de Sharepoint con PowerBI?

@guimatheus92 4 жыл бұрын

Hi! I can't find a better option than you, I searched all over, but you make a good explanation! Can you please (really!), help to get the URL from images in a folder from Sharepoint to PowerBI? Because if I follow the same steps as this video, it shows me an error, that it doesn't support JPEG, PNG, etc. Thanks

@etherlords88 4 жыл бұрын

How to set the gateway cluster for this to setup schedule refresh?

@ginger.schooling Жыл бұрын

EXCELLENT VIDEO THANK YOU!

@javedmohoboob3501 Жыл бұрын

exactly what I needed, thanks a lot

@frankievargasgamboa2147 11 ай бұрын

Hi, thanks for the video! What happens if I want to select csv files from sharepoint ?

@novak2033 4 жыл бұрын

Hi Avi, nice video. Would be great great if you could show how does this work once published to Service. Any specifics / tricks? Is gateway needed or not?

@spilledgraphics 4 жыл бұрын

good question!, hopefully he answers soon!

@hunterrheaume8689 3 жыл бұрын

You are the man! Thanks for sharing, very helpful. (I subscribed)

@hussains2898 3 жыл бұрын

Very helpful and easy to follow instructions. Thanks a lot

@PowerBIPro 3 жыл бұрын

Hi Hussain S, So nice of you to leave a positive feedback, Hussain. Means a lot to me. ⚡Power On!⚡ / Avi ★ Get Your Questions Answered LIVE on TalkPowerBI Fridays www.learnpowerbi.com/talk ★

@nazishali137 3 жыл бұрын

Hi Avi, I have been getting random error on daily refreshing of PBI ... Can it be because of Sharepoint ? There are several sites and files connected to one report and 5-6 are updated on daily basis.

@ExcelWithChris 4 жыл бұрын

I use this in Power Query to create a link to a file in Sharepoint site. The issue is it works but when I add files or rename them on the Sharepoint side and do another query to the Sharepoint folder to a file it keeps giving me the list of file names when I did it the first time. I do not get an option to refresh the view so I can see the new files as well. I tried Refresh All and then tried a new query to the same Sharepoint Folder. Please help.

@dariorodriguez6087 4 жыл бұрын

Thank you so soo much man!!!

@beregu 3 жыл бұрын

Can you export the transformed data you built on Power Query to Sharepoint List using Power Query and set auto refresh timer?

@abdullahghrab4128 Жыл бұрын

Hi Thanks for the video 😊 Is there any way to connect power BI to .mpp file that’s the extension for Microsoft Projects?

@KevinMach5 4 жыл бұрын

Hi Avi, Thanks for the video was very helpful but I could not get it work with for my sharepoint. When I pass in the root sharepoint URL and connect with the Power BI Sharepoint connector I get the following error: Details: " We found extra characters at the end of JSON input" Have you encountered this before / know how to get around this? Thanks Kevn

@puretech9247 7 ай бұрын

And what if the report created in the power bi desktop and then uploading that report to sharepoint , will it reflect the current data after every refresh ?

@saileepawar3301 4 жыл бұрын

Hi Avi!! Thanks for the video. I was able to trouble shoot and connect to one of the files in Sharepoint. Next question I have is - How can I have this fiile on Auto refresh? I have shared the file online with my stakeholders and would like PBI to show real time data as soon as the file gets updated. Thanks!!

@shabihulhasnain1164 4 жыл бұрын

Hi, There is schedule refresh option available in Web version that you can use, it has option to refresh 7-8 times per day.

@angelicalozano7085 4 жыл бұрын

Hi Sailee... Do you know how to activate the auto refresh?

@Picla_Peremohy Жыл бұрын

@@angelicalozano7085 refresh is set on the dataset. Check your license, though. I don't think the free version allows for it. Pro gets you some. Premium or PPU allows more, such as merges and references in the editor. As things change over time, please verify with the current MS licensing.

@vinaykumarsingh8744 3 жыл бұрын

Thanks a ton, well explained. Can you create one for web API, Its prerequisites to source data for power BI using API

@mapa5000 Жыл бұрын

Sharp !!! Thank you !!!

@minstreltokunbo 3 жыл бұрын

Thank you for this video. I am very new to Power BI and connections. Does this mean when you connect directly to the list or folder and you create dashboards, it updates automatically? More like a real-time data?

@kenmendozaarista7869 2 жыл бұрын

Importing data from sharepoint is a very nice first step to get your Power BI dashboards/reports automatically updated. A next step would be to configure the updates frequency in Power BI service. Take into in account that for doing so you need a paid account.

@ileanapodesta7439 4 жыл бұрын

Hi Avi, thanks for this! I've built reports based on a local file. Now I uploaded the file to SharePoint but when trying to change the Data Source in PowerBI Desktop my credentials fail. I just wanted to know if what I'm trying to do is something doable regardless permission issues. Thank you!

@PowerBIPro 4 жыл бұрын

Marianne from Team Avi. Sorry Avi, was not able to get to your comment. If you're still stuck and need help we would recommend submitting the question to our LIVE TalkPowerBI Q&A Session www.learnpowerbi.com/talkpowerbi#qa

@kingtawa 2 жыл бұрын

Thank you very much Avi.

@nilsonbatista852 2 жыл бұрын

Hey Avi, watching your video in 2022 and it helped me a lot! thanks for sharing!

@PowerBIPro 2 жыл бұрын

Glad you found it useful. We are having an exciting event going on--> Get Your Free Pass 🎟️ at lnkd.in/fw-XvmC ^RM

@YYZ2YYJ 4 жыл бұрын

Thanks a lot for the video, Avi. Most instructive. When connecting to a SharePoint Online list, I am facing what seems to be an authentication issue: error 700003 (Your organization has deleted this device). Any idea what that means and how it can be fixed? I can't get past the authentication screen. And I created the SharePoint site, so that should not be a problem.

@HAiLAUGHEDatTHAT 4 жыл бұрын

Thanks for the help.

@JavierHernandezKuret 2 жыл бұрын

Thank you!

@PowerBIPro 2 жыл бұрын

You're welcome!

@vaishnavinalawade9904 3 жыл бұрын

Thank you so much! I did it!

@artemburov9456 3 жыл бұрын

Hi Avi. So simple! Thank you

@PowerBIPro 3 жыл бұрын

Hi Artem Burov, You're welcome! ⚡Power On!⚡ / Avi ★ Get Your Questions Answered LIVE on TalkPowerBI Fridays www.learnpowerbi.com/talk ★

@dhruuv7772 4 жыл бұрын

Really saved my day thanks Avi

@PowerBIPro 4 жыл бұрын

Hi dhruuv 777. I'm glad this video has helped you. ⚡Power On!⚡ / Avi ★ Power BI Complete Tutorial: kzfaq.info/get/bejne/d62in5B5nZ3Ugok.html ★ ★ Subscribe and Join me LIVE for Talk Power BI Fridays kzfaq.infolive ★

@richarddiasribeiro429 4 жыл бұрын

Hii, thanks for the video! I´ve got the following error message when trying to sign in while attempting to connect to my sharepoint list: "the remote name cannot be resolved: '' ". Got any idea for what it is and/or how to solve it?

@PowerBIPro 4 жыл бұрын

@josejoseph1428 Жыл бұрын

Nice video and your explanation is excellent

@JaneMelamed 2 жыл бұрын

Thank you for that tutorial, but main thing for me stays the same - i donk know how to get dashbord refrashed on local company server with power bi dashbords :( And my personal specific is that i am connecting to a lical SharePOint List (not online because sharepoint list online does not have possibiliti to refresh by schadules ) So how it shoud be done ?

@csrajaraman 3 жыл бұрын

Hi.. I posted a question on another video of yours but I think this is more relevant. I have the same SharePoint file connected to two different pbix file. I created visuals on one, copy and paste the visuals on the other pbix file. Usually it works for other datasets.. but it didn't work on files connected to SharePoint. I also tried to copy the advanced editor data in query editor to the other pbix file. Yet it didn't work. Can you please help?

@SamehKaddoura Жыл бұрын

Really helpful, thanks for the effort!

@PowerBIPro Жыл бұрын

Glad it was helpful!

@adamroche4462 3 жыл бұрын

Hi Avi ! Great resource ! I have followed your advice but I am still having trouble connecting our Sharepoint Online Excel document to the Power Bi, we keep getting an error message "Access to the resource is forbidden", do you have any tips of suggestions please !

@joseantoniorubio1229 3 жыл бұрын

Stuck there too! Could you solve it?

@giftboxtj2381 3 жыл бұрын

Thank you , very helpful !!

@PowerBIPro 3 жыл бұрын

Hi Gift Box TJ, Thanks mate! ⚡Power On!⚡ / Avi ★ Get Your Questions Answered LIVE on TalkPowerBI Fridays www.learnpowerbi.com/talk ★

@Nolgath 3 ай бұрын

After connecting with sharepoint, does the data updated automaticly or do i have to keep clicking refresh? Can we make it update all the time?

@matchanista2762 Жыл бұрын

This is an amazing video!! Thank you so much for this

@PowerBIPro Жыл бұрын

Glad you liked it!

@dineshgandhi3169 Жыл бұрын

Singh is king ❤ thanks for the info man very clearly explained

@RRangel7b Ай бұрын

Thank you ~!

@stargazerlse 4 жыл бұрын

Does anyone know how to change the name of the import to the column names that is actually on the sharepoint? this is such a basic thing, i don't know why power bi just doesn't do it automatically...

@juanignacioXI Жыл бұрын

Miss u dear Avi, thanks for so much!

@91Fick 2 жыл бұрын

thank you!

@haydn.oneill 4 жыл бұрын

brilliant, nice and simple, well presented.

@PowerBIPro 4 жыл бұрын

Hi Haydn de Quiroz O'Neill. Thanks for the feedback. I appreciate it. ⚡Power On!⚡ / Avi ★ Power BI Complete Tutorial: kzfaq.info/get/bejne/d62in5B5nZ3Ugok.html ★ ★ Get Your Questions Answered LIVE on TalkPowerBI Fridays www.learnpowerbi.com/talkpowerbi ★

@jsx0328 2 жыл бұрын

Incredible video

@PowerBIPro 2 жыл бұрын

Thank you. Am glad you found this useful. if you have any questions you can get them answered in our LIVE TalkPowerBI Q&A show. 👉 www.TalkPowerBI.com Or Join our LearnPowerBI Private Community 👉 web.learnpowerbi.com/waitlist-invite/ ^RM

@DataAnalytics2486 Жыл бұрын

This is such a great tutorial!

@PowerBIPro Жыл бұрын

Glad you think so!

@iamscottr 4 жыл бұрын

Do you use similar techniques to connect to a document library as when connecting to a list?

@PowerBIPro 4 жыл бұрын

@magdajankowska502 3 жыл бұрын

Hi Avi. This video is great and it helped me a lot! Thanks ;)

@PowerBIPro 3 жыл бұрын

Hi Magda Jankowska, Happy to hear that! Absolutely! ⚡Power On!⚡ / Avi ★ Get Your Questions Answered LIVE on TalkPowerBI Fridays www.learnpowerbi.com/talk ★

@melaniefernandezm9201 3 жыл бұрын

Hi!!! Nice to meet you :) I need help with an issue connecting to Sharepoint online List. Could you help me? Please, I'll appreciate it. It seems that the connection is Ok, according to this video. I refresh the power BI but the new information doesn't appear in the power BI, I have only the information when I did the connection, since that day my power BI doesn't actualize although I Refresh All the power BI by myself. Thanks for the help Regards