![]() ![]() When the SharePoint installation is only on premise there isn’t away to connect to the service via a refresh. SharePoint can be implemented at companies only on premise. Here are a couple of ideas to help you with the credentials error.įirst, you will want to make sure that your SharePoint is part of the O365 service. Make sure you stop by again for more great tutorials. Data Type can be found on the Home ribbon. Highlight each column and make sure you select the proper Data Type for each column. Note: It is always important to check your columns and verify that your data types are correct. ![]() Click Close & Apply on the Home ribbon to load the data into PowerBI. Load Table of Data from Excel Fileįinally the data is loaded from the excel table. Thus, clicking on the Table link in the MyDataTable row I will be able to open all the data within this table. For my data I have all the information retained in a table within my excel document. ![]() Power BI Desktop will then go to the SharePoint site and download the information inside your excel file. Next click the double down arrows to load the excel file. Each document library will be a separate folder path, thus if you have multiple document libraries then you will have all the files in those different folder paths. We can now see our SampleData File and the folder path. PowerBI Desktop will then load all the files from the SharePoint site in a preview window. I used the same address as listed above: / User Sign In PageĪfter signing in click Connect to proceed. Also, I had to use the drop down to select the proper level to apply the settings. I signed in with my credentials given me via my I.T. In my example I had to select Organization Account then click the Sign in. You may have to try a couple different connection methods until you are able to properly connect to the SharePoint site. Depending on your company or SharePoint authentication you will need to enter the credentials to log into the SharePoint Site. Enter Shortened Site URLĬlicking ok will present a authentication screen. The ending “Sitepages/Home.aspx” can be removed. ![]() Rather PowerBI only needs the specific site name, thus all that needs to be inserted into the URL field is highlighted below in Red. However, it is important to note that you don’t need the entire web address. In the URL window you will add the SharePoint site that we identified above. Upon clicking connect you will be presented with another screen asking for the SharePoint folder location. Highlight the SharePoint Folder and click Connect to continue. Open up PowerBI Desktop and on the home ribbon click Get Data. Copy down the HTML site address from your browser of this location it should look similar to the following: /SitePages/Home.aspx The document library is titled SampleDocs, and the file we want to bring into PowerBI is called SampleData.Ĭlicking on the Home in the left navigation will take you to the home location of the SharePoint site. So you will have to slightly adapt what I’m presenting to you to fit your particular SharePoint needs.įirst you must start off with a SharePoint with a document library that includes an Excel file. This tutorial will be a slightly different than my previous tutorials as I don’t have a publicly available SharePoint site that can be used to connect to. ![]()
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