SharePoint + Excel + Power BI - Make the Trio Work

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  • čas přidán 8. 07. 2024
  • Connect an excel file that is stored in SharePoint into Power BI desktop or through a dataflow. See highlighted comment if you don't see the details option in SharePoint.
    0:00 - some guy from the internet doing a lazy intro
    0:21 - upload excel file to sharepoint and grab excel file path
    1:02 - put file path in power bi file using web data source
    2:27 - upload excel file from sharepoint to dataflow in power bi service
    3:14 - me needing to be rebooted to speak english
    3:26 - loading table in powerbi service & creating a custom column
    5:20 - bring dataflow into power bi file
    6:56 - save the power bi file/outro
    if this helped, like or subscribe or ill eat ur cookies: / @qthatdataguy
    email: quentin.sweeney@gmail.com
    #sharepoint #powerbi #powerbitraining
  • Věda a technologie

Komentáře • 7

  • @QthatDataGuy
    @QthatDataGuy  Před 4 měsíci +1

    Don't see the details option in sharepoint to get the file path? We can find it another way
    Step 1 - Hit the three dots on the excel file
    Step 2 - Open Excel file in App
    Step 3 - Click Info
    Step 4 - Click the button that says "copy path"
    Step 5 - Paste this path into data source in either powerbi desktop or powerbi service
    Step 6 - Remove "?web=1" from the end of the path in the data source box
    Step 7 - Close the Excel file in App

  • @optimumsportsnews9305
    @optimumsportsnews9305 Před 4 měsíci +1

    Very helpful, thank you!

  • @DriekWorks
    @DriekWorks Před 4 měsíci +1

    Hey,
    The copy URL is functional for OneDrive, why for SharePoint not use SharePoint Folder route?

    • @QthatDataGuy
      @QthatDataGuy  Před 4 měsíci +3

      you can go that route for sure. going this route is handy when you have multiple people editing within one centralized excel sheet. basically allows everyone on a team to make changes easily and that will flow to reporting

  • @jakeg9711
    @jakeg9711 Před měsícem +1

    What’s the benefit of using the data flow

    • @QthatDataGuy
      @QthatDataGuy  Před měsícem

      dataflows are quicker for load and refresh times in service as well as in schematic models. dataflows are also good to share with other departments who want to use the same query/logic