Tuesday, November 27, 2018

BI Report : Learning MS BI Reports using SharePoint Data

  1. Download Power BI for Desktop

    Although Power BI has two versions (Online and for Desktop), I suggest using the Desktop version to create the dashboard, then publish it through Power BI Online to share the dashboard with your colleagues.

  2. Get data from SharePoint

    When opening Power BI, click on the "Get Data" button to access the data sources that are available.

    Getting data from SharePoint to Power BI

  3. Select the right data type

    As you will see, there are 3 types of available SharePoint data connectors; Folders, Online Lists and regular lists. Pick your object type and add your SharePoint URL.

    Selecting data type in Power BI

    Accessing your SharePoint List or Library in Power BI

  4. Load your data

    On the left site, select the relevant folder or list. You will see a preview of the data that can be loaded.

    Load Your Data in Power BI

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