Excel File uploaded on Teams Channel as source

[powerbiexpert22]

i need to create report in Power BI using excel file which is uploaded on Teams channel. i am not sure which type of data source i need to select for creating this report (i.e. web or sharepoint folder etc.)  also i want the report to be updated automatically whenever someone updates data in uploaded excel file

[powerbiexpert22]

Hi @ajaybabuinturi ,

i tried using sharepoint folder connection however it is not taking the path of folder, please see below error  screenshot and url i am using

https://company.sharepoint.com/sites/DataEngineeringAnalytics/Shared%20Documents/Forms/AllItems.aspx...

[v-priyankata · Accepted solution]

Hi @powerbiexpert22 

Thank you for reaching out to the Microsoft Fabric Forum Community. @ajaybabuinturi thank you for your inputs,
@powerbiexpert22 - Do not use the full file path or direct link to the Excel file. Instead, use only the root of the SharePoint site.

Incorrect example:
https://<company>.sharepoint.com/sites/DataEngineeringAnalytics/Shared Documents/KPI Management

Correct example:
https://<company>.sharepoint.com/sites/DataEngineeringAnalytics

If this information is helpful, please “Accept as solution” and give a "kudos" to assist other community members in resolving similar issues more efficiently.
Thank you.

[v-priyankata]

Hi @powerbiexpert22 

I hope the information shared was helpful to you. If your question has been answered, kindly mark the most relevant reply as the Accepted Solution. This small action can make a big difference for others who are looking for the same solution.

[v-priyankata]

Hi @powerbiexpert22 

I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions.

[v-priyankata]

Hi @powerbiexpert22 

Hope everything’s going smoothly on your end. We haven’t heard back from you, so I wanted to check if the issue got sorted. If yes, marking the solution would be awesome for others who might run into the same thing.

[ajaybabuinturi]

Hi @powerbiexpert22,

To create a report in Power BI using an Excel file uploaded on a Teams channel, you can follow these steps:

1. Select the Data Source:
• SharePoint Folder/OneDrive: Since Teams files are stored in SharePoint, you should select "SharePoint Folder/ OneDrive " as your data source in Power BI. This will allow you to connect directly to the file stored in the Teams channel.
2. Connect to the Excel File:
• In Power BI Desktop, go to Home > Get Data > More... > File > SharePoint Folder/ OneDrive.
• Enter the URL of the SharePoint site where your Teams files are stored. You can find this URL by navigating to the Teams channel, clicking on Files, and then selecting Open in SharePoint.
3. Load and Transform Data:
• Once connected, you can navigate to the specific Excel file and load it into Power BI.
• Use Power Query to transform and clean your data as needed.
4. Set Up Automatic Refresh:
• To ensure your report is updated automatically whenever the Excel file is updated, you need to configure scheduled refresh in Power BI Service.
• Publish your report to Power BI Service.
• Go to the dataset settings in Power BI Service, and configure the scheduled refresh settings. Make sure you have the necessary permissions and credentials to access the SharePoint site.

By following these steps, your Power BI report will be connected to the Excel file in Teams and will update automatically whenever the data in the file is changed.

Thanks,
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