Making SharePoint link the data source for a report

To use a SharePoint Online Excel file as the data source for your Power BI report, you can follow these steps:

1. Upload the Excel File to SharePoint Online

• Navigate to your SharePoint Online document library.
• Upload the Excel file to the desired location in SharePoint.

2. Get the SharePoint File URL

• Open the uploaded Excel file in SharePoint Online.
• Copy the URL from the browser. It should look like:
  https://<tenant>.sharepoint.com/sites/<sitename>/Shared%20Documents/<filename>.xlsx.

3. Modify the URL for Power BI

• Replace everything after Shared Documents with the exact file path in the URL, so it ends with .xlsx.
• Ensure there are no special characters like %20 (replace it with spaces if necessary).

4. Connect Power BI to SharePoint File

1. Open your Power BI Desktop report.
2. Go to Home > Get Data > More.
3. Select SharePoint Folder or Web as the connector (depending on preference):
   • Using SharePoint Folder:
     • Enter the SharePoint root URL (e.g., https://<tenant>.sharepoint.com/sites/<sitename>).
     • Navigate to the specific Excel file in the list of files.
   • Using Web:
     • Paste the modified URL from Step 3.
4. Authenticate using your Microsoft 365 credentials if prompted.

5. Update Power BI Queries

• After connecting to the SharePoint file, ensure your queries point to the new source:
  1. Open Power Query Editor.
  2. Replace references to your OneDrive file with the new SharePoint data source.
  3. Test the connection by clicking Refresh Preview.

6. Publish the Report to Power BI Service

• Publish the updated Power BI report to the Power BI Service.
• Ensure your Excel file remains in the same SharePoint location.

7. Set Up Scheduled Refresh

1. In the Power BI Service, navigate to the Settings of the dataset.
2. Under Data Source Credentials, authenticate the SharePoint data source with your credentials.
3. Enable Scheduled Refresh and set the refresh frequency as needed.

This setup ensures that any updates to the Excel file in SharePoint will reflect in your Power BI report after a refresh. Let me know if you need detailed guidance on any step!

Hi gbarr12345 ,

Please follow these steps:

1.Change your data source

2.Verify that the account you enter here can log in to the SharePoint site

3.Update Power BI Desktop to the latest version

4.Clear all global permissions

Best Regards,
Wenbin Zhou