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Anonymous
Not applicable

Document Set / Power Bi

Hi everyone,

I have a question about creating PowerBi reports from Sharepoint.

Our files are organized as DocumentSets in Sharepoint. I would like to create reports reflecting the metadata of the document set, but PowerBi also reflects the data of each document composing the DocumentSet. Is there a way to filter this, so we only get the data of the set, but not all documents?

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

Hi @Anonymous ,

 

You can use 'SharePoint folder' connector to import the data and transform the data in 'Edit Query'.

Step1, Delete the useless columns.

v-lionel-msft_0-1603355640404.png

Step2, Get the data of the file in 'Document'.

v-lionel-msft_1-1603355774034.png

Step3, Delete files you don't want.

v-lionel-msft_0-1603355918302.png

SharePoint Folder 

 

Best regards,
Lionel Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

 

View solution in original post

2 REPLIES 2
v-lionel-msft
Community Support
Community Support

Hi @Anonymous ,

 

You can use 'SharePoint folder' connector to import the data and transform the data in 'Edit Query'.

Step1, Delete the useless columns.

v-lionel-msft_0-1603355640404.png

Step2, Get the data of the file in 'Document'.

v-lionel-msft_1-1603355774034.png

Step3, Delete files you don't want.

v-lionel-msft_0-1603355918302.png

SharePoint Folder 

 

Best regards,
Lionel Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

 

MattAllington
Community Champion
Community Champion

I haven't done it, but I don't see why not. When connecting to regular folders, you can load the folder metadata, not the docs. I don't see why it would be any different with document sets. 



* Matt is an 8 times Microsoft MVP (Power BI) and author of the Power BI Book Supercharge Power BI.
I will not give you bad advice, even if you unknowingly ask for it.

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