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Anonymous
Not applicable

Connect Sharepoint excel to Power BI for autorefresh

Hi Team

 

I have connected my Power BI dashboard to a standard excel locally. I want to set up auto refresh for the report. I want to save the excel to a sharepoint site, so that user can replace the excel on weekly basis. How to connect the excel which is in sharepoint. So that every time new file is replaced , my dashboard can be auto refreshed on a particular day and time. Please help.

1 ACCEPTED SOLUTION
v-easonf-msft
Community Support
Community Support

Hi, @Anonymous 

You need open Excel file from SharePoint Online/OneDrive for Business in Excel Desktop App to get the link path first.Then use 'Web' connector to access the file path in PowerBI Desktop.

Need to notice that when you paste the file path into the URL field, you must delete ‘?web=1’ from the end of the file path.

You can also use a SharePoint folder as a source.

Please see these tutorials for more information.

Get Excel Data from a Single File or Entire Folder on SharePoint 

Use OneDrive for Business links in Power BI Desktop 

Video:

Youtube_Link Power BI to an Excel file in SharePoint Online 

 

Best Regards,
Community Support Team _ Eason

 

View solution in original post

5 REPLIES 5
Syndicate_Admin
Administrator
Administrator

Hello, a query, if I want to connect to an excel file with several sheets inside the file, how can I do it?

trang_ngo
Microsoft Employee
Microsoft Employee

Hi, I am going through the same scenario (connect data from excel file saved on SharePoint site to Power BI dashboard) with an addition requirement is to schedule refresh for the connection. Is that posible to do that scheduled refresh and if yes, do you have a tutorial for it?  

v-easonf-msft
Community Support
Community Support

Hi, @Anonymous 

You need open Excel file from SharePoint Online/OneDrive for Business in Excel Desktop App to get the link path first.Then use 'Web' connector to access the file path in PowerBI Desktop.

Need to notice that when you paste the file path into the URL field, you must delete ‘?web=1’ from the end of the file path.

You can also use a SharePoint folder as a source.

Please see these tutorials for more information.

Get Excel Data from a Single File or Entire Folder on SharePoint 

Use OneDrive for Business links in Power BI Desktop 

Video:

Youtube_Link Power BI to an Excel file in SharePoint Online 

 

Best Regards,
Community Support Team _ Eason

 

So this doesn't work, and for a good reason. Power BI is essentially accessing as an external agent, and it fails to authenticate at any level of the sharepoint connection. I can't publish the file on sharepoint, i.e. make it anonymously accessible. Good job Microsoft

Applying your great summary, my tweeked answer for newbs like myself: 
1) Open the Excel file you want to connect to, in Sharepoint, in browser
2) Go to 'Share' drop down, and say Copy Link

3) In PowerBi, connect with Web

4) Paste the URL, and delete text back to "httpps://..blabla.xlsx". So delete stuff at the end like "?=w117d5ebc302e4c7b"

5) Make sure you connect as Anonymous/Organisation if you get access errors

 

Yes, cannot believe Microsoft hasn't made an easy"My stuff on 365" connector..

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