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Connect Power BI to Excel File-Series 3 of 4

Power BI can connect to many data sources including Excel.  In the previous parts of this 4 part series, we setup the automation to populate an Excel master data file in SharePoint.  Next part is to connect the Power BI service to the master Excel file.

The Power BI Service is the online portion of Power BI and for this example there is no need to download the Power BI desktop application.

Step 1: Log into the Power BI web Service from your M365 account and click on Get Data:

Power BI Service Get Data
Power BI Service Get Data

Step 2: Under Create New Content, select Get Files (no need to download the Power BI Desktop):

Power BI Service Get Data Files
Power BI Service Get Data Files

Step 3: Under Create New Content, select Files, and then select SharePoint – Team Sites:

Select SharePoint Team Sites
Select SharePoint Team Sites

Step 4: From you browser, go to the home page of the SharePoint site with the Excel file you want to connect to, copy the full address, and paste it in the box, then click “Connect”:

Enter the SharePoint Site URL
Enter the SharePoint Site URL

Step 5: Next select the Shared Documents folder from your SharePoint site, it will take you to your folder list, select the folder and then the file you want to connect to and then click “Connect”:

Select Shared Documents
Select Shared Documents

Step 6: In this example, select to “Import” the Excel data into Power BI:

Import Excel Data
Import Excel Data

Step 7: The file should now be connected to the Power BI Service:

Excel Dataset added to Power BI
Excel Dataset added to Power BI

Step 8: Select “New” and “Report” for this example:

Create a New Power BI Report
Create a New Power BI Report

Step 9: Select “Pick a published dataset”:

Pick a Published Dataset
Pick a Published Dataset

Step 10: Select the Excel file that was just added:

Select a Dataset to Create Power BI Report
Select a Dataset to Create Power BI Report

Step 11: Click on the button that says “Auto-create report” and select “Create a blank report”:

Create a Blank Power BI Report
Create a Blank Power BI Report

Step 12: Build out a report from the dataset:

Power BI Report Connected to Excel File
Power BI Report Connected to Excel File

Below is the data from the Excel file for comparison:

Excel Data Set
Excel Data Set

 

Click on the links below to go to each blog post in the series:

Series Summary: Using Power Automate to Move, Rename, and Copy Excel Content to Another Excel File-Click Here!

Series 1 of 4: Copy Email Attachment to SharePoint and Rename-Click Here!

Series 2 of 4: Copy Excel Content (Dynamic) from Excel file to Another-Click Here!

Series 4 of 4: Manage Power BI Data Refresh-Click Here!

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