Connecting Sharepoint Folder to PowerBI

[dgeib]

Hi all, I hope this is an easy fix. I am trying to get data from a web connection to our company sharepoint folder, that contains an excel doc. From research, it shows to do it this way, so the excel is 'live,' and able to be updated, as more data is entered into it. 

Everytime I try this option, I get this message below:

I have also tried using the get date -> Sharepoint folder route, I cannot seem to find the Excel within the folder, even though I can see it is there online.

Can anyone help me solve this issue? Any recommendations? 

[v-saisrao-msft]

Hi @dgeib,

Have you had a chance to review the solution we shared by @adudani @KarinSzilagyi @MFelix? If the issue persists, feel free to reply so we can help further

Thank you.

[KarinSzilagyi · Accepted solution]

Hi @dgeib, I made a quick example since it's easier to show than just tell:

1) Navigate to your sharepoint site where the file(s) that you want to connect are located and select the URL up to the folder you want to navigate to (e.g. "https://yoursharepointname.sharepoint.com/sites/MyTests" in my example below; I just replaced our actual sharepoint-name with a placeholder here for the screenshots):

2) Select the SharePoint folder connector in Power BI since you're trying to connect to an Excel-File:

3) Enter the URL up to the folder-name that we copied in step 1:

4) Sign in with your microsoft account (unless you're on an on-prem sharepoint server)

5) If all the files in the folder have the same structure and should be treated similar to a folder connector, you can use the combine button, otherwise select "Transform Data" to select one or multiple specific file(s) within Power Query Editor:

6) Select the File(s) you want to load and use the two arrows next to "Content" to load the content:

I hope that helps!

[dgeib]

Thank you very much Karen! I ran through this last week went I posted this quesiton and the excel sheets that I was working to connect to, were not showing up. They are there now, after going through your steps. Thnak you!!

[MFelix]

Hi @dgeib ,

To connect to sharepoint the best option is to connect to sharepoint folder, be aware that if you have a lot of files in your sharepoint you may not be seeing them in the preview data, I suggest that you filter based file type and then on name if you have a lot of files.

[adudani]

hi @dgeib ,

thank you @MFelix  and @KarinSzilagyi for your valuable input.

I agree with @MFelix.

Some references are below for implementation:

The best way to connect to a SharePoint Folder to speed up your Excel and Power BI data refresh - Yo...

Connect Excel / CSV files from SharePoint to Excel or Power BI - YouTube