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andywil456's avatar
andywil456
Advocate II
10 years ago
Solved

Import Data from an Excel sheet in SharePoint

I'm trying to get data from an Excel spreadsheet stored on SharePoint.  

I have tried doing this by the URL path but it cannot find at file level. The only way that seems to work, is  to download the files into my documents and then uplaod into Power BI. As i will be doing this on a weekly basis this is not ideal.

 

Thanks 

 

  • Anonymous's avatar
    Anonymous
    10 years ago

    Hi andywil456,

    You can import data from Excel stored in SharePoint to Power BI Desktop by using “Get Data>Web” option as follows.




    Based on my test, it works as expected when I enter the URL of Excel file via the option, data is imported successfully to Power BI Desktop.


    Thanks,
    Lydia Zhang

17 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi andywil456,

    You can import data from Excel stored in SharePoint to Power BI Desktop by using “Get Data>Web” option as follows.




    Based on my test, it works as expected when I enter the URL of Excel file via the option, data is imported successfully to Power BI Desktop.


    Thanks,
    Lydia Zhang

    • kaka's avatar
      kaka
      Helper II

      Hi Anonymous, 

       

      May I know where exactly did you get the URL from?  I have created a web page which contains an excel file and I am using the Web data source just like the way you are dping but I don't know which URL to put and where to get it from. 

      • luvallar's avatar
        luvallar
        Advocate I

        Go on your sharepoint
        Open the excel file with excel (desktop, not online)
        It'll show a pop up with the path (but you won't be able to copy and paste)
        So, once Excel is opened:
        Click on File
        INFO
        (bottom right corner) right click on OpenFileLocation
        Copy link
        then paste it in powerbi AND

        add "/nameOftheFile.xlsx"

         

         

         

         

    • Justair07's avatar
      Justair07
      Resolver I

      This was exactly what I was looking for! Thank you!

  • Belgy23's avatar
    Belgy23
    Regular Visitor

    I found this method the easier when pulling tables off a XLS into powerbi if i'm not manipulating data from multiple XLS files from a sharepoint folder.

     

    It's easier to use this Web method then Sharepoint Folder option within PowerBi Desktop (by FAR) which is very cumbersome.

    • Anonymous's avatar
      Anonymous
      Not applicable

      This entire post thread needs to be consolidated and documented in the official Power BI documentation site.

       

      It is SO HARD to work this out from within Power BI Desktop and I only do it a few times a year and I STILL forget the process at times!

       

       

      • NirH_at_BITeam's avatar
        NirH_at_BITeam
        Frequent Visitor

        Agree!

        This process needs to be well documented. I often need to share an Excel file wich serves as my database to an organizational sharepoint so others can use it and update the file. Everytime I do it I encounter so many challanges that are not related to org restrictions but mainly to the way Power BI works with sharepoint...

  • Alwyn1991's avatar
    Alwyn1991
    Frequent Visitor

    you may well be aware of the soultion now,

     

    if you use Get Data and use sharepoint folder use the sharepoint site name and when in transform data navigate to the file you want this also helps when uploading the report the credentials login for scheduled refresh also

  • Yggdrasill's avatar
    Yggdrasill
    Responsive Resident

    This works for me and it's a baffle why this aint documented clearly

     

    1. Create a blank query
    2. Paste this code and replace the obvious string with your own
      let
              Source = SharePoint.Files("https://COMPANYNAME.sharepoint.com/sites/SITENAME/", [ApiVersion = 15]),
      in
              Source
    3. You might get an authentication prompt. Log in using OAUTH.
    4. Find your file and click on "Binary" which is the first row of the table that pops up

     

    edit: Some firms have their own "local" url so instead of COMPANYNAME.sharepoint.com the string might just be something like COMPANYNAME/sites...
    To find this url you can go on your sharepoint site and it's simply written in the URL window in your browser