Forum Discussion

robbert-bi's avatar
robbert-bi
Icon for Helper I rankHelper I
1 year ago
Solved

How to create a live connection between a published Power BI report and Excel file on SharePoint

Hi. I have a Power BI report which is published to Power BI Service. This report connects to an Excel file on SharePoint. Is it possible to create a live connection between the published Power BI rep...
  • v-karpurapud's avatar
    v-karpurapud
    1 year ago

    Hi robbert-bi 


    you can set up an automatic sync between your Excel file and a SharePoint List, while continuing to use Excel for data input by syncing it with a SharePoint List:

     

    • Open the Excel file, select the table, and export it to a SharePoint List using Excel Desktop (Export → Export Table to SharePoint List). Enter the SharePoint site URL to complete the setup.
    • Use Power Automate: Sign in, create a flow, and select the "When a row is added, modified, or deleted" trigger for Excel. Choose the SharePoint-hosted Excel file and add an "Update item" action to sync data with the SharePoint List. Save and test the flow.

    Now, any updates in Excel will sync automatically to the SharePoint List in real time.

     

    If the user must keep the Excel file as the direct source, then use power automate can trigger dataset refreshes whenever changes occur.


    If you find this post helpful, please mark it as an "Accept as Solution" and give a KUDOS.
    Thank You!