Forum Discussion
Connecting to SharePoint Folder (Best Practices?)
For work we have an organizational SharePoint site. Within that site we have a page for each office.
I have several reports that I must run each month and I am trying to decide on the best method.
1) Metadata vs SubFolders within a Document Library? I have tried metadata but the metadata field, named "ReportType" doesn't show in Power BI when I connect to "SharePoint Folder".
2) SharePoint folder/file/list cleanup. When I connect to SharePoint there are many fields such as "Author" and "ID" that I am unfamiliar with, I just delete these .. is that the best practice?
3) Once the reports are built, I publish them to a workspace. Is it better, more secure or preferable to build a data flow in the workspace vs withing PBI Desktop?
Any other advise? I utilize SharePoint Lists and Folders for work but need to learn the best practices.
Hello AILearn2008,
You have several reports in sepesific documents. İf you have lists you can use Sharepoint online list. I've given much more details about that you can follow the link: target=_blank target=_blank target=_blank target=_blankhttps://medium.com/@uzuntasgokberk/power-bi-with-sharepoint-images-and-reports-1d4db6fb61ce
However, let's discuss with documents.
1)When you use sharepointfolder you can see extension which means to see type of file.
2)You can remove the column that you don't need. İt is best practice.
3)Whether you use Power bı desktop or dataflow, they are security. Just to use dataflow you need at least PRO licence. And to share your colleague again you need at least pro licence too. And both of them you can publish workspaces in PBI Service.
Licence details are:
You have 3 option of lowest cost:
1. No licence ( İf your semantic model refresh doesn't require)
2. Pro licence( Semantic model can be refresh if gateway created. Your other colleage need at least pro licence too)
3. Premium per user(Semantic model can be refresh if gateway created. İf workspace is private. You can publish to PBI APP. And other users can be seen the reports if users have license too)
Kind Regards,
Gökberk Uzuntaş
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1 Reply
Hello AILearn2008,
You have several reports in sepesific documents. İf you have lists you can use Sharepoint online list. I've given much more details about that you can follow the link: target=_blank target=_blank target=_blank target=_blankhttps://medium.com/@uzuntasgokberk/power-bi-with-sharepoint-images-and-reports-1d4db6fb61ce
However, let's discuss with documents.
1)When you use sharepointfolder you can see extension which means to see type of file.
2)You can remove the column that you don't need. İt is best practice.
3)Whether you use Power bı desktop or dataflow, they are security. Just to use dataflow you need at least PRO licence. And to share your colleague again you need at least pro licence too. And both of them you can publish workspaces in PBI Service.
Licence details are:
You have 3 option of lowest cost:
1. No licence ( İf your semantic model refresh doesn't require)
2. Pro licence( Semantic model can be refresh if gateway created. Your other colleage need at least pro licence too)
3. Premium per user(Semantic model can be refresh if gateway created. İf workspace is private. You can publish to PBI APP. And other users can be seen the reports if users have license too)
Kind Regards,
Gökberk Uzuntaş
📌 If this post helps, then please consider Accepting it as a solution and giving Kudos — it helps other members find answers faster!
🔗 Stay Connected:
📘 Medium |
📺 YouTube |
💼 LinkedIn |
📷 Instagram |
🐦 X |
👽 Reddit |
🌐 Website |
🎵 TikTok |