How To Get Data From Sharepoint Folder In Power Bi?

If you’re looking for a way to quickly and easily pull data from a SharePoint folder into Power BI, then you’ve come to the right place. In this article, we’ll walk you through the steps of how to get data from a SharePoint folder in Power BI, so you can begin leveraging the insights from your data. We’ll also discuss some of the key advantages of using Power BI compared to other methods for accessing SharePoint folder data. So, let’s get started.

How to Get Data From Sharepoint Folder in Power Bi?

Power BI is a powerful data analytics and visualization platform that enables users to explore and gain insights from data. It is used by organizations to create dashboards, reports, and visualizations for better decision making. With the help of Power BI, users can easily connect to various data sources, including SharePoint folders, to get the data they need for their analysis. In this article, we will discuss how to get data from a Sharepoint folder in Power BI.

Step 1: Connect to your Sharepoint Folder

The first step is to connect to the Sharepoint folder that contains the data you want to use. To do this, open Power BI and click on the Get Data icon in the left panel. Then, select the SharePoint Folder option from the list of available data sources. You will then be prompted to enter the URL of the Sharepoint folder you want to connect to. After entering the URL, click the Connect button.

Step 2: Select the Data in the Sharepoint Folder

Once you have connected to your Sharepoint folder, you will be presented with a list of the files and folders contained within it. You can select the required data from the list by ticking the checkbox next to each item. You can also choose to expand the list of files and folders by clicking the arrow icon beside each item.

Step 3: Load the Data into Power BI

Once you have selected the data from the Sharepoint folder, you can load it into Power BI by clicking the Load button at the bottom of the screen. This will start the loading process, and once the data is loaded into Power BI, you can begin to explore the data and create visualizations.

Step 4: Create Visualizations with the Data

Once the data has been successfully loaded into Power BI, you can start to create visualizations with it. To do this, click on the Visualizations icon in the left panel and select the type of visualization you want to create. You can then add the data fields you want to include in the visualization and customize the visualization to your liking.

Step 5: Publish the Report

Once you have created the visualization with the data from the Sharepoint folder, you can then publish the report to make it available for others to view. To do this, click on the Publish icon in the top right corner of the screen. This will open up the Publish dialog box, where you can enter the name of the report and select where you want to publish it to. Once you have entered all the required information, click the Publish button to publish the report.

Step 6: Share the Report

Finally, you can share the report with others. To do this, select the report you want to share from the list of published reports in the left panel. Then click the Share icon in the top right corner of the screen and enter the email addresses of the people you want to share the report with. Once you have entered the email addresses, click the Share button to send the report to the recipients.

Tips for Getting Data from Sharepoint Folder in Power BI

1. Make Sure to Check the Data Quality

Before loading the data from the SharePoint folder into Power BI, make sure to check the data quality. This will ensure that the data you are using is accurate and up to date.

2. Use Filters to Find the Data You Need

If you are looking for specific data from the SharePoint folder, use the filters available in Power BI to narrow down the data to the records you need. This will make it easier to find the data you need for your analysis.

3. Utilize the Power BI Toolbox

Power BI offers many features that can help you analyze and visualize the data from the SharePoint folder. Make sure to take advantage of the features available in the Power BI toolbox to get the most out of the data.

4. Keep Your Reports Organized

When publishing your reports, make sure to keep them organized. This will make it easier for others to understand your analysis and the insights you have gained from the data.

5. Use the Scheduling Feature

You can also use the scheduling feature in Power BI to set up regular updates to the data from the SharePoint folder. This will ensure that the data is always up to date and the reports you create will be accurate.

6. Create Interactive Visualizations

Interactive visualizations are a great way to explore the data and gain insights. Make sure to take advantage of the interactive visualizations feature in Power BI to make your reports more engaging and informative.

7. Make Use of the Data Connectors

Power BI also offers data connectors that allow you to connect to various data sources, including SharePoint folders. Make sure to take advantage of the data connectors to get the data you need and to easily transfer it into Power BI.

8. Utilize the Power BI Mobile App

Power BI also offers a mobile app that allows you to access your data and reports on the go. Make sure to utilize the mobile app to stay up to date with your reports and data anytime, anywhere.

9. Leverage Automation Features

Power BI also offers automation features that can help you automate certain tasks and processes. This will save you time and effort and help you get more done in less time.

10. Analyze and Interpret the Data

Once you have connected to the SharePoint folder, loaded the data into Power BI, and created the visualizations, it is important to analyze and interpret the data to gain insights. Make sure to take the time to analyze and interpret the data to gain the most value from the data.

Related Faq

What is Power Bi?

Power Bi is a business analytics platform that enables users to visualize, analyze, and share data. It provides a suite of tools that allow users to collect and connect data from multiple sources, transform the data into meaningful insights, and share those insights with others. Power Bi can be used to measure performance, monitor trends, and identify opportunities for growth.

Power Bi also allows users to create compelling visualizations, dashboards, and reports that can be shared with stakeholders and other decision-makers. It provides an intuitive drag-and-drop interface, so users can quickly and easily turn data into insights. Additionally, Power Bi provides access to a wealth of data sources and content packs, so users can easily explore their data and find meaningful insights.

How to Get Data From Sharepoint Folder in Power Bi?

Getting data from a SharePoint folder in Power Bi is relatively easy. First, you will need to connect to your SharePoint folder from Power Bi. To do this, you can use the “Get Data” option from the Home menu. From there, you can select the “SharePoint Folder” option, and then enter the URL for the folder you want to access.

Once connected, you will be able to view the contents of the folder and select the data you want to import into Power Bi. You can also save the connection for future use, so you don’t have to re-enter the URL each time you want to access the folder. After selecting the data, you can then transform and shape it as needed, before using it to create meaningful visualizations and reports in Power Bi.

What are the Benefits of Using Power Bi to Access SharePoint Data?

Using Power Bi to access SharePoint data provides a number of benefits. First, Power Bi makes it easy to connect to and visualize data from a variety of sources, including SharePoint. This allows users to quickly gain insights from their data, without having to spend time manually downloading and transforming the data.

Additionally, Power Bi provides users with a suite of tools for transforming and shaping data, so users can quickly and easily turn raw data into meaningful insights. Furthermore, Power Bi provides access to a wide range of data sources and content packs, so users can quickly and easily explore their data and identify meaningful patterns and trends. Finally, Power Bi makes it easy to create compelling visualizations, dashboards, and reports that can be shared with stakeholders and other decision-makers.

Can Power Bi Connect to Multiple SharePoint Folders?

Yes, Power Bi can connect to multiple SharePoint folders. You can use the “Get Data” option from the Home menu to connect to each folder. You can also save the connection for future use, so you don’t have to re-enter the URL each time you want to access the folder.

Once connected, you will be able to view the contents of the folder and select the data you want to import into Power Bi. You can then transform and shape the data as needed, before using it to create meaningful visualizations and reports in Power Bi. Additionally, you can use Power Bi to combine data from multiple SharePoint folders, so you can gain deeper insights from your data.

What Types of Data Can Be Accessed From a SharePoint Folder?

A SharePoint folder can contain a variety of data types, including text files, images, spreadsheets, and other documents. Power Bi can connect to these types of files and import the data into Power Bi for analysis. Additionally, Power Bi can connect to other data sources, such as databases, web services, and cloud storage solutions.

Once the data is imported into Power Bi, users can transform and shape the data as needed. This allows users to quickly gain insights from their data, without having to spend time manually downloading and transforming the data. After transforming the data, users can then create meaningful visualizations, dashboards, and reports that can be shared with stakeholders and other decision-makers.

What Is the Best Way to Share Data From Power Bi?

The best way to share data from Power Bi is to create a dashboard or report. This will allow you to quickly and easily share insights with stakeholders and other decision-makers. Power Bi provides an intuitive drag-and-drop interface, so users can quickly and easily turn data into insights. Additionally, Power Bi provides access to a wide range of data sources and content packs, so users can quickly and easily explore their data and find meaningful patterns and trends.

Once you’ve created a dashboard or report, you can share it with others via email, social media, or through a website or blog. Additionally, you can embed the dashboard or report into your website or blog, so your audience can view the data in real time. Finally, you can also publish your dashboard or report to the Power Bi service, so it can be accessed from anywhere.

The best way to connect to a SharePoint Folder to speed up your Excel and Power BI data refresh

As a conclusion, it is clear that getting data from Sharepoint Folder in Power BI is a great way to store and manage data. With the help of this tool, you can easily organize and manage your data in a more efficient and secure way. It is a great way to store and access data, and it can help you to make more informed and faster decisions. Thank you for reading!