Business organizations use SharePoint online business to gather all information about lists and how businesses perform. Though such data is still meaningful only when analysis is done in Power BI or any other BI tool. As such, one of the keys to making data analysis more effective is an integration of Power BI and SharePoint online. Understand Power BI SharePoint Integration for better information analysis and evaluation.
What is SharePoint?
SharePoint is a platform with which you will be able to create an intranet site or team site. Because of this, there will be better collaboration as multiple workers can work in one place and also save docs. Create site collections, groups of related websites, and subsites that let your team work together in specific areas.
What is Power BI?
Power BI is a collection of software services, apps, and connectors that all work together to turn your unrelated sources (Excel sheets or cloud-based big data) into coherent, insightful pieces of information. For example, you can take data from different sources, use transformation functions and process some reports.
To transport data you have to meet the following conditions:
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SharePoint License
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SharePoint List or Library
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Power BI Desktop app
How you can Integrate Power BI with SharePoint
To begin with Power BI and SharePoint integration, we have to configure both platforms. Make sure Power BI and SharePoint are both properly configured and that you have the appropriate permissions to access data in your organization. Power BI has many business analytics tools for analyzing your data. With SharePoint you can do document collaboration and processing without any problem.
Steps for Power BI SharePoint integration –
1. Download and install the Power BI Desktop Application.
Home Tab -> Get Data (And choose from the dropdown menu)
2. Click the “More” button from the dropdown menu. Click Get Data, and in the search box just type SharePoint. You will see three options:
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‘SharePoint folder’
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‘SharePoint Online List’
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‘SharePoint List’
Click on ‘SharePoint List’ to be connected to your data.
3. Hit “Connect” at the bottom right of that pop-up box.
4. A new dialog box will appear. Provide the URL of the SharePoint site from where it wants to get the list/library and click Ok.
5. You will then be asked for your credentials to access the SharePoint site, so click on Connect.
6. Ensure the checkbox next to SharePoint List is checked in your Navigator menu on the left side of the screen (choose which list you would like to connect with)
7. Press Load to open the data in Power BI Desktop. After loading the SharePoint data in Power BI, you can create a report using different content types.
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Date Accessed
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Date Created
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Date Modified
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File Extension
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Folder Path
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Name
Conclusion
SharePoint when integrated with Power BI makes data management and visualization so much easier, resulting in better decision-making processes as well as collaborations. Connect Power BI to SharePoint, transform data within the tool, generate insights through visuals & share it with your team by following the steps.
If you need help with integrating Power BI and SharePoint, contact Flatworld Edge now. They deploy unparalleled Power BI system implementation that helps you work effortlessly.
