Solution Power BI Service Connecting to OneDrive/Sharepoint for Business

Connecting to OneDrive/Sharepoint for Business

1. Upload files to the OneDrive for Business for your app workspace
   

   Please see the following Steps

   1. Go to App.powerbi.com
   2. Create App Workspace
   3. In the Power BI service, select the arrow next to Workspaces > select the ellipsis (…) next to your workspace name.
   4. Select Files to open the OneDrive for Business for your app workspace on Office 365.
   5. Here, you can upload your files to the OneDrive for Business for your app workspace. Select Upload, and navigate to your files.
      
       
2. There are Two Method to use the Excel Work book
   1. Import Excel data into Power BI – use the data to build reports and dashboards you can view in a web browser and on mobile devices.
   2. Connect, manage and view Excel in Power BI - display it exactly as it appears in Excel Online
3. Import or Connect to the files in your app workspace
   1. In Power BI, switch to the app workspace, so the app workspace name is in the top-left corner.
   2. Select Get Data at the bottom of the left navigation pane.
   3. In the Files box, select Get
   4. Select OneDrive - Your App Workspace Name
      
       
   5. Select the file you want > Connect
      

      This is the point where you decide whether to import the data from the Excel workbook, or connect to the whole Excel workbooks. Please see B point before C. 

   6. Select Import or Connect
      
       
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   7. If you select Import, then the workbook appears on the Datasets tab.
      
      If you select Connect, then the workbook is on the Workbooks tab.
       
      
      

      Note: Same method will apply for SharePint – TeamSites.

      
      Thanks and Regards, 
      Farooq K Aziz 
      Snr. Power BI Consultant