Power BI Realtime Reporting on SharePoint List Data

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  • čas přidán 27. 08. 2024

Komentáře • 71

  • @baci1423
    @baci1423 Před rokem +8

    Or just create an "import query mode" report and create a flow with "When an item is created or modified" trigger and "Refresh dataset" action.
    Includes every type of changes and it is working like a charm.

    • @MrFxJ
      @MrFxJ Před 4 měsíci

      hits a daily limit of refresh so it basically prevents you from creating real-time dashboard

    • @akshay0249
      @akshay0249 Před 4 měsíci

      But limit of 8 updates still applies. The flow will fail if limit of 8 is exhausted for Pro users.

  • @anastasianikolovski8337
    @anastasianikolovski8337 Před 2 lety +7

    Great tutorial video. Was able to finally pull my data from the SP to a PBI report directly - which is near-real time :) Just amazing. One aspect didn't work in my case. It didn't pull the initial data from the SP. Although it is fine in my case, as the data I have is for only for training purposes, this might present an issue for anyone out there with the existing data records they want to preserve and pull to the streaming dataset. Anyway, thank you very much.

    • @KeaPointTechTips
      @KeaPointTechTips  Před 2 lety +1

      Glad it helped Anastasia, You may want to explore direct query with Dataverse instead of SharePoint list

  • @gipbwok2008
    @gipbwok2008 Před 2 lety +2

    It worked like a charm for me. Thanks KeaPoint.

  • @lobnaamer7440
    @lobnaamer7440 Před rokem +4

    i don't understand why we can't use sharepoint list as datasource w. a power automate flow to refresh dataset

    • @KeaPointTechTips
      @KeaPointTechTips  Před rokem +3

      You can, but we can only refresh data 8 times. to achieve near real time we need to adopt this approach.

  • @arsalanamin2525
    @arsalanamin2525 Před 2 lety +3

    Hi Rashid, It is humble request to would you please guide or make video to show records more than 2 Lists to Power BI Report. Much appreciated your kind help and support.

    • @KeaPointTechTips
      @KeaPointTechTips  Před 2 lety +1

      That is really easy, you will need to connect Power BI report to multiple lists. If lists are related then create a relationship using Power BI desktop user interface. I will add this topic to me to do videos list.

  • @AmiraJoyBona
    @AmiraJoyBona Před 2 měsíci +1

    Hello! This is very helpful 🙏🏻 Does this functionality also works for data within SP library or only for SP list?

    • @KeaPointTechTips
      @KeaPointTechTips  Před 2 měsíci

      Yes, you can connect to document library to fetch metadata too. Just use the SharePoint Online List connection from Power BI and you will see the document library in the list of selections.

  • @adriansilwimba9764
    @adriansilwimba9764 Před rokem +1

    Great Tutorial. I am an intern working for a Renewable Energy Company and I have been tasked to create a PnL Dashboard that can automatically be updated whenever the files are updated with new rows. We do use share point at my organization but I am not quite sure on how I create relational Database to automatically update in power BI.

  • @simonbuchner1477
    @simonbuchner1477 Před rokem +1

    Thanks a lot! You really helped me out😀

  • @paragbhokre6896
    @paragbhokre6896 Před 3 měsíci +1

    This helped, however need more advise on how to remove a specific item from the streaming dataset, is it possible?

    • @KeaPointTechTips
      @KeaPointTechTips  Před 3 měsíci

      I have not tried it, can you explain the business case for it?

  • @sanarajpoot7542
    @sanarajpoot7542 Před 2 lety +1

    Great tutorial video

  • @maheshgupte1495
    @maheshgupte1495 Před 5 měsíci +1

    This is awesome

  • @pauloswardblad9590
    @pauloswardblad9590 Před 2 lety +3

    Hi Rashed
    Thank you very much for your demo, it was realy easy to follow along and it works . Big thanks:).
    I have two issues
    1. when i delete a row on the sharepoint list, it still retriving the same data
    2. when i update a status (i have status field ongoing, paused, finished) on the sharepoint list, it does not update.
    I know you mention early in the video about the update.
    Are you gonna make a video about update, or do you know where i can find information to add this to the power automate?

    • @KeaPointTechTips
      @KeaPointTechTips  Před 2 lety

      Thanks. You will have to write a custom connector to get update on the records and delete it form the data set. I will make a video on it soon.

    • @pauloswardblad9590
      @pauloswardblad9590 Před 2 lety

      @@KeaPointTechTips Thanks. Do you mean by using data/coustom connector/new coustom connector in power automate?

    • @vijaykumarbajjuri8220
      @vijaykumarbajjuri8220 Před 2 lety

      Hi, did you get solution for your question , could you share

    • @akhils8004
      @akhils8004 Před rokem

      @@KeaPointTechTips : Please let me know if you have any video for writing a custom connector to get update on the records and delete it from the SharePoint data set. Basically, it will be helpful in Power BI real time reporting from SharePoint list.

  • @komanglayang7861
    @komanglayang7861 Před rokem +1

    Hello, thank you very much for the helpful video. I was wondering if you have covered another topic similar to this one but with row update and deletion using Power Automate?

  • @FRANKWHITE1996
    @FRANKWHITE1996 Před 2 lety +1

    Thanks for sharing! 👍

  • @mvchowdary377
    @mvchowdary377 Před rokem

    Nice video Sir, Can you please tell how to automate the downloading of Reports from Power bi service instead of downloading manually and store in Share point.

  • @vibhavsingh8874
    @vibhavsingh8874 Před 2 lety +2

    There are two things that didn't work out for me
    1) When I use streaming datasets in a report I'm not able to use any other source.
    2) I am not able to create custom columns.

    • @KeaPointTechTips
      @KeaPointTechTips  Před 2 lety

      This example covers only the basics of one list to streaming dataset scenario, You will need some kind of ETL process in the middle to combine data from multiple resources and add any additional columns you may have.

  • @gashuanley6392
    @gashuanley6392 Před 2 lety +1

    Great video! Can we create a report using Power BI Service without Power BI Desktop?

    • @KeaPointTechTips
      @KeaPointTechTips  Před 2 lety

      You mean by just using power BI web portal? Yes, you can.

  • @mohammadazrinjamsari7541
    @mohammadazrinjamsari7541 Před 2 lety +1

    Hi, just want to check if you have uploaded the video on how to set a flow in power automate when we update/delete data in sharepoint? Thanks!

  • @simnaumesh6396
    @simnaumesh6396 Před 2 lety +2

    Hi, Is there a way where we can create a list in SharePoint with data that has been created powerbi table (dataset) with all calculated columns included using flow? More of the reverse process that has been explained here.

    • @KeaPointTechTips
      @KeaPointTechTips  Před 2 lety

      If you are referring to the dataset in Power BI Service, I'm afraid there is no way to do it with the Power BI connector, it only supports to add a row and refresh data.

  • @dejantrajkovic4169
    @dejantrajkovic4169 Před 16 dny

    Hello! This is very helpful. The problem that we have is when you are editing data that is already in the streaming data set he will keep the original and add new edited rows, so you will have 2 rows for the same ID. Is there a way that you can remove all rows from a streaming data set and then push new data using Power Automated?

    • @KeaPointTechTips
      @KeaPointTechTips  Před 15 dny

      have you tried refresh dataset action of power automate?

    • @dejantrajkovic4169
      @dejantrajkovic4169 Před 15 dny

      @@KeaPointTechTips Hi Thank you for the replay. We have tried, but we need to use dataset ID because the refresh dataset action is not finding that dataset automatically, with ID working but the data still stays in the dataset and has not been deleted, and that is what we want to empty the dataset before next push of data.

  • @nooreldali7432
    @nooreldali7432 Před 2 měsíci

    Great video!!
    How can we transform the data? viewing the data in table view is not possible in Power BI, I have a percentage column that I would like to present in percentage but so far it can only be a decimal number (e.g. 0.5 instead of 50%) also I can not remove the thousands delimiter from the column "Year" which I defined it to be a number field in the streaming dataset.
    Can you help please?

    • @KeaPointTechTips
      @KeaPointTechTips  Před 2 měsíci

      Check your columns data types in power query. Looks like the data types are not set up correctly.

  • @umangdbz
    @umangdbz Před rokem +1

    V nice

  • @user-qr2er2qc6h
    @user-qr2er2qc6h Před 3 měsíci +1

    Is it possible to send the data from power BI to sharepoint list?

    • @KeaPointTechTips
      @KeaPointTechTips  Před 3 měsíci

      Yes, it is possible via Power Automate flow. I have a video on this topic in my to do list. I will prioritise it in the coming days.

  • @arunv1909
    @arunv1909 Před rokem

    do u faced the problem of date not matching if u use sharepoint as datasource in power bi ?

  • @kenpatel3179
    @kenpatel3179 Před rokem

    Hello very good video how do you delete PowerBI on sharepoint website under "Visualize the list?

  • @MijalisMendiz
    @MijalisMendiz Před 2 lety +1

    Hello!
    Thanks for the video! I'm wondering, is it possible to do it the other way? I mean, create a list in SharePoint from PowerBI data and update the list when the data changes in PowerBI
    Cheers!

    • @KeaPointTechTips
      @KeaPointTechTips  Před 2 lety

      Hi, Power BI is mainly used for data visualisation. I want to understand the business requirements here.

    • @MijalisMendiz
      @MijalisMendiz Před 2 lety

      @@KeaPointTechTips Hi thanks for your answer. It's a temporal workaround, as I need to feed a Microsft Access Database with data from Power BI and I want to use de SharePoint List connector in Access. I know is odd but right now is the only alternative I have.

    • @KeaPointTechTips
      @KeaPointTechTips  Před 2 lety

      You can use PowerApps and connect it directly to Access, or migrate data to SharePoint.

  • @soumyadeepmondal6130
    @soumyadeepmondal6130 Před rokem

    Hi!
    Great video...
    Just wanted to know can this method be implemented for getting real-time data from MSP Online as well?
    Thanks!

  • @user-ke4ir6gw8g
    @user-ke4ir6gw8g Před 9 měsíci +1

    Sir how to integrate MIS with power BI for real time data??

    • @KeaPointTechTips
      @KeaPointTechTips  Před 9 měsíci

      What MIS system are you trying to connect via Power BI, check if teh connector for Power bi is available for teh targeted MIS.

  • @pablosaizortuno4740
    @pablosaizortuno4740 Před rokem

    It is easier to create with Power Automate; when a new Item is created in the SP list, just refresh the Power BI. Just write it with natural lenguage in the Power Automate and it will create automatiically that flow for you

    • @IngeborgHawighorst
      @IngeborgHawighorst Před rokem +1

      Can you elaborate on that? The Refresh command in Power Automate is not showing the report/dataset I want to refresh. It does not work with all datasets.

    • @anwarkrg9292
      @anwarkrg9292 Před 2 měsíci

      ​@@IngeborgHawighorstI'm also failed setting scheduke refresh dataset from sharepoint using web connection

  • @TheRemyRomano
    @TheRemyRomano Před 2 lety +1

    If you update a record will it show up and power VI if you refresh the Power BI page?

    • @KeaPointTechTips
      @KeaPointTechTips  Před 2 lety

      I have mentioned this at the start of video, this only works if you are adding records. For updates you will need to write logic in custom connector.

    • @vijaykumarbajjuri8220
      @vijaykumarbajjuri8220 Před 2 lety

      @@KeaPointTechTips Could you make a video on this

  • @user-hl6kc5sg8i
    @user-hl6kc5sg8i Před 3 měsíci

    Can i etl bofore load?

    • @KeaPointTechTips
      @KeaPointTechTips  Před 3 měsíci

      Power BI is not a dedicated ETL tool, but Power BI does come with a built-in user interface to get and transform data using Power Query. Give it a go.

  • @kaustubh3269
    @kaustubh3269 Před 2 lety

    hi, if we don't power automate it, and update the list, will it still work ?

    • @KeaPointTechTips
      @KeaPointTechTips  Před 2 lety +1

      It will only work in Power BI desktop not Power BI online. You will have to click refresh button in Power Bi desktop to refresh the dataset from the source.

    • @kaustubh3269
      @kaustubh3269 Před 2 lety

      @@KeaPointTechTips Thank You