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I would like to be able to access a file (simple SharePoint list) via Power BI from my company's SharePoint site. The person in charge of data entry on the list would need write access to it, obviously, but I'd only ever need to read it in Power BI.
Ideally, the list would be the output from a SQL query, and the data entry person would then update a single column of data on the list with information that's not kept in our CRM.
We've used a web app in the past to accomplish tasks like this, but I'd like to see if we can get this implemented without having to build an app.
Mainly, I don't yet know where to store the document on our SharePoint site to be able to 1) adequately permission it for data entry and consumption and 2) access it via Power BI.
Thanks for any thoughts you may have on my scenario!
Solved! Go to Solution.
Thanks for this, @GilbertQ . I ended up digging around a little more and using the process in this video to grab a link from a SharePoint Excel file and connect to it via the web connector in Power BI. Works fine. Even got a refresh schedule set up once I figured out I needed to use my organizational account for permissions. I'm happy to have this working!
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