Forum Discussion
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 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?
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!
5 Replies
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!
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!!
hi dgeib ,
thank you MFelix and KarinSzilagyi for your valuable input.
I agree with MFelix.
Some references are below for implementation:
Connect Excel / CSV files from SharePoint to Excel or Power BI - YouTube
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.
