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dgeib's avatar
dgeib
New Member
10 months ago
Solved

Connecting Sharepoint Folder to PowerBI

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...
  • KarinSzilagyi's avatar
    10 months ago

    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!