Forum Discussion
Unable to Manage Relationships
Hi amrtly
In Power BI Desktop, you need to connect to the original data to make relationships between tables. You can't do it by connecting to an existing Power BI dataset.
In a new Power BI desktop instance go to "Get Data" and select the data you want. You can search on "Share" for your Sharepoint connection and see you have options to connect to Sharepoint Folders or Lists.
See Create a report on a SharePoint List in Power BI Desktop - Power BI | Microsoft Docs
and Power Query SharePoint folder connector | Microsoft Docs
Once you've pulled in the relevant tables from Sharepoint you can make relationships between the tables to work on the data.
See: Create and manage relationships in Power BI Desktop - Power BI | Microsoft Docs
Hope this helps
Stuart
thanks, but my data is in excel stored in sharepoint. I want my data could be easily updated.
Hi amrtly
If the data is in Excel stored in Sharepoint you can connect to it by using the Web connector in Power BI.
Open Power BI Desktop , Click on Get Data , Select Web option , then enter the URL of the Excel file stored in your SharePoint library.
The Excel file Sharepoint URL will be something like "http://tenant.sharepoint.com/sites/sitename/library/folder/excefile.xlsx"
(You'll need to enterr the tenant name, sitename and any library and folder names etc.)
Make sure you use an Organizational Account option to authenticate. Other authentication mechanisms won't work while doing this. Sign in with your office 365 ID and password.
Once signed in, click on Connect and you will see tabs/sheets/tables from your Excel file. Select the tables you need and click on load.
Hope this helps
Stuart
yeah, but the problem is i cannot manage relationships between each table
If you connect to Excel files in this way, they will be brought in to Power BI desktop as tables into the Datamodel. If you have several tables or sheets in the Excel file, you will need to bring each table or sheet in as a table in Power BI. You will need to connect to web and bring in each individual table or sheet.
Once you have brought each table in to the Datamodel in Power BI you can then create the relationships between each table, by dragging between the related fields.
Hope this helps
Stuart