SharePoint To Power BI

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SHAREPOINT TO POWER BI

Here’s a high-level overview of how you can connect SharePoint with Power BI:

  1. SharePoint Data Sources: SharePoint can serve as a data source for Power BI. You can connect to SharePoint lists, libraries, and documents to extract data. SharePoint Online and SharePoint On-Premises are both supported.

  2. Power BI Desktop: Start by using Power BI Desktop, a free application, to create your reports and dashboards. You can download it from the Power BI website.

  3. Connect to SharePoint: In Power BI Desktop, click on “Get Data” and select “SharePoint Folder” or “SharePoint Online List,” depending on your SharePoint version. Provide the necessary connection details, such as the URL of your SharePoint site.

  4. Data Transformation: After connecting, you can transform and clean the data in Power BI using Power Query Editor. This step allows you to shape the data for your reporting needs.

  5. Data Modeling: Design your data model in Power BI. You can create relationships between different tables, add calculated columns, and define measures.

  6. Create Visualizations: Build interactive visualizations, charts, and tables based on your SharePoint data in the Power BI Desktop.

  7. Reports and Dashboards: Create reports and dashboards by adding visualizations to the canvas. You can add slicers, filters, and other interactive elements to enhance the user experience.

  8. Publish to Power BI Service: Once your report is ready, publish it to the Power BI service. This allows you to share your reports and dashboards with others securely.

  9. Scheduled Refresh: Set up scheduled data refresh in the Power BI service to keep your reports up to date with the latest SharePoint data.

  10. Share and Collaborate: Share your reports and dashboards with colleagues or stakeholders. You can control access and permissions to ensure data security.

  11. Embed in SharePoint: If you want to embed Power BI reports directly into SharePoint pages, you can use the Power BI web part or the Power BI Embed for SharePoint Online feature.

  12. Monitoring and Governance: Continuously monitor the performance of your reports and manage governance settings in the Power BI service.

Demo Day 1 Video:

 
You can find more information about Power BI in this Power BI Docs Link

 

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