Power BI is a business analytics tool by Microsoft that primarily helps users generate, visualize, and employ their data. In addition, SharePoint, an effective collaboration tool, helps manage documents and content as well as collaborations and teams.
By sharing data using SharePoint integration with Power BI, an organization can consolidate all its reporting and analytics within SharePoint to optimize its workspace.
A step-by-step guide to Power BI explains SharePoint integration and each of the stages, helping our readers know how to unleash the full potential of both Power BI and Excel in data analysis and presentation. This will further facilitate efficient BI initiatives and help in shaping business strategies and decisions.
Power BI is a collection of program administrations, apps, and connectors that work together to turn your unrelated sources of information into coherent, outwardly immersive, and interactive insights.
Typically, users deal with information like an Exceed Expectations spreadsheet or a collection of cloud-based and on-premises hybrid information warehouses. For any kind of information, Power BI you can effectively interface with your data sources, visualize and find what's critical, and share that with anyone or everyone you need.
SharePoint is Internet-enabling software created by Microsoft that functions as a Wiki for storing an organization's working documents and datasheets. It enables multiple people to edit documents simultaneously and organize and track projects.
Have you been planning to develop a Power BI tool with a SharePoint site? If you still need to know how to do it, here is a step-by-step guide to Power BI and SharePoint integration. Let’s get started!
Before you begin Power BI integration with SharePoint, the setup must be done using the instructions below
Check that your SharePoint site is structured and reachable and that all rights are set correctly.
It is essential to create a document library or list to contain the Power BI report and any other documents that may be accrued.
Ensure that the arrangement of the web page and its sub-pages is logical and leads users to the report.
Consider sectioning the site into special folders or sub-sites for various reports and teams.
Open the Power BI Desktop tool, work under the Datamart, and go with the connection data.
Select the most appropriate graphics, for example, tables, charts, maps, etc, to present the information included in the report.
The next step is to arrange the visuals on the report canvas more effectively to conclude this step.
Add any extra formulas or quantities that you deem useful and that would enhance your computation functions.
You can hereby use other computations or variables that you consider relevant in the analysis to enhance the results.
In addition, it is ideal to ensure that the report writing and presentation are easily understandable and as professional as possible.
Lastly, if you want to continue using the Power BI service, you can export your report and share the work.
Below are the steps to navigate to a report and publish the report to the Power BI service:
To begin with, launch your Power BI desktop. You are guaranteed that all the objects in the report have been appropriately developed and are set for deployment on the server.
This work should then be published on the Power BI desktop. Again, go back to the Power BI desktop, navigate to the Home tab, and click the “Publish” button.
Signing in with Power BI credentials takes less time, and the session is automatically opened with authorization.
Decide the location in the destination workspace or the group to where the report should be published.
With your mouse pointer, locate the “Publish” link in the toolbar. This will immediately initiate the uploading of your lecture online.
Sign in to the Power BI service. Go to the Workspaces or Groups section and look for the published report.
This is the final step in the Step-by-Step Guide to Power BI and SharePoint integration. To add a Power BI report to SharePoint, follow these steps:
This paper seeks to help prepare your SharePoint site by providing recommendations based on best practices.
To end this lesson, the following steps on how to develop a Power BI Report are presented:
To Power BI Service, publish the Report.
This should be added to SharePoint, where users will access it to gain insights into the report.
Integrating Power BI with SharePoint offers numerous advantages for businesses.
Simplified data visualization: Power BI includes capabilities for preparing eye-catching, clickable reports and a dashboard in a few minutes, while SharePoint is used for data storage and access. One can integrate the two, enabling them to use Power BI to unveil the data contained in SharePoint to improve decision-making processes.
Enhanced collaboration: The social platform in SharePoint that will be described is the collaboration site and document workspace. Utilizing Power BI for SharePoint allows users to directly apply Power BI and display it on SharePoint sites as well as shared document libraries, which will enable coworkers to access a Power BI report's defining features easily.
Improved data governance: SharePoint has good security and governance features, enabling the provision of secure data so that it complies with government-set policies. Thus, organizations can utilize these features by connecting Power BI to SharePoint and defining how they want their data to be used.
To connect directly to a SharePoint file in Power BI, open Power BI Desktop and select "Get Data." Choose "SharePoint folder," then input the SharePoint site URL. Navigate to the file location and select the desired file. Power BI will prompt for authentication if needed.
Specify import or direct query mode and select "Load" to import data or create a live connection. Alternatively, in the Power BI service, select "Get Data" > "SharePoint Online List" and enter the SharePoint site URL. Choose the desired list or library, authenticate if necessary, and configure import options before selecting "Load."
Yes, you can link Power BI to an Excel file stored in SharePoint by using the "Get Data" option in Power BI Desktop. Choose "SharePoint Folder" as the data source and provide the URL of the SharePoint site containing the Excel file. Power BI will then connect to the SharePoint site and allow you to select the Excel file you want to import. Once connected, you can import data from specific sheets or tables within the Excel file and use it to create reports and dashboards in Power BI.
Power BI and SharePoint are not the same, but they complement each other. Power BI is a business analytics service by Microsoft that visualizes and shares insights from data. It focuses on data analysis, visualization, and reporting. On the other hand, SharePoint is a collaboration platform used for document management, content sharing, and team collaboration.
While they serve different primary functions, they can be integrated to leverage the strengths of both platforms. For example, users can embed Power BI reports and dashboards directly within SharePoint sites for enhanced data visualization and collaboration.
Yes, SharePoint can be integrated with Power BI to enhance data analysis and reporting capabilities. The integration allows users to embed Power BI reports and dashboards directly within SharePoint pages, providing seamless access to insights within the familiar SharePoint environment. Users can also configure data refresh schedules and manage permissions to ensure data security.
Business Intelligence (BI) in SharePoint refers to SharePoint's ability to integrate with Microsoft Power BI, enabling users to create interactive reports, dashboards, and data visualizations. With BI in SharePoint, users can analyze large datasets, gain valuable insights, and make data-driven decisions directly within the SharePoint environment. This integration allows organizations to leverage SharePoint's collaboration features alongside powerful BI tools, facilitating seamless sharing and collaboration on data analysis and reports.