Microsoft Excel is likely one of the most typical information sources for Energy BI. We will retailer Excel information in varied storage varieties. The best way we get information from Excel varies relying on the storage sort. On this submit, I shortly present two strategies to connect with an Excel file saved in SharePoint On-line.
Technique 1: Getting the Excel File Path from the Excel Desktop App
This methodology requires you to have the Excel software put in in your machine. On this methodology, we open the Excel information saved in SharePoint On-line within the Excel Desktop App in our machine and get the file path from there.
In SharePoint On-line go to the specified doc library then observe these steps to make it work:
- Choose the Excel file
- Click on the Open button
- Click on Open in app
This opens the Excel file within the Excel Desktop software. Within the Excel observe these steps:
- Click on the File menu
- Click on Information
- Click on the Copy path button
Up to now we received the Excel file path. The step is to get information from the copied path in Energy BI Desktop.
Open Energy BI Desktop and observe these steps:
- Click on Get information
- Click on Internet
- Paste the trail we copied from Excel within the URL textual content field
- Delete the
?internet=1from the top of the copied path
- Click on OK
- From the Entry Internet Content material web page, click on Organizational account
- Click on Sign up and cross your credentials
- Click on Join
Vital Be aware In the event you miss step 10, you're going to get the next error: Particulars: "The enter URL is invalid. Please present a URL to the file path on SharePoint as much as the file title solely (with no question or fragment half)."
There you could have it. Now you possibly can choose tables for sheets and begin constructing your reviews in Energy BI Desktop.
Technique 2: Getting the Excel File Path Straight from SharePoint (with out opening the file within the Excel desktop app)
Final week I had a session with considered one of my clients going by the exact same state of affairs. The shopper needed to train his different colleagues easy methods to use Energy BI to get information from Excel information saved in SharePoint On-line. He thought, going by all of the steps defined within the first methodology is an excessive amount of, and it won’t be straightforward for his colleagues to soak up it. So we thought to take a look at our choices in SharePoint On-line, that he discovered one thing attention-grabbing. So this methodology is initially found by my buyer, Mr Callum Fraser. Observe the steps under to get the file path straight from SharePoint On-line:
- Choose the Excel file
- Click on the ellipsis button
- Click on Particulars
- Within the Particulars pane, scroll down within the pane to search out the Path part
- Click on the Copy Direct Hyperlink button
In Energy BI Desktop, simply click on Get Knowledge, then choose Internet and paste the hyperlink within the URL textual content field.
The advantages of this methodology over the earlier methodology:
- It requires fewer clicks to get the direct hyperlink
- The direct hyperlink doesn’t have any question components so we don’t require to switch the hyperlink
- The entire course of is less complicated to recollect
As all the time, I want to know your opinion. Have you ever used these strategies earlier than? Are you aware a greater approach to get the info from Excel information saved in SharePoint On-line? Please share your ideas within the remark part under.