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Kavita123
New Member

Connect files from Sharepoint Folder and in future it should be added automatically

Hi,

I have one query regarding sharepoint folder multiple files.

In my task, I have total 40 files in sharepoint folder which has multiple sheets.

I want to connect that all 40files in power bi desktop, also this report is dynamic so if any new Excel is introduced in the folder all the transformations get applied to that file & it gets added automatically to the final report.

Is there any solution for this task?

1 ACCEPTED SOLUTION
v-kongfanf-msft
Community Support
Community Support

Hi @Kavita123 ,

 

You need to connect the sharepoint folder in powerbi. Refer to the following steps:

vkongfanfmsft_1-1715222107749.png

Note that when connecting to a sharepoint folder, you can't connect directly to a subfolder; instead, you must connect to the root directory and then look down until you find the desired folder.

vkongfanfmsft_2-1715222141903.png

The user will be prompted to authenticate their login as follows, and they will need to log in with the appropriate credentials.

vkongfanfmsft_3-1715222260536.png

Successful connection to excel file in sharepoint folder.

vkongfanfmsft_4-1715222372608.png

When there is a new excel file in sharepoint, the latest data will be synchronized after refreshing the refersh button in the power query.

vkongfanfmsft_0-1715222058117.png

 

For more details, you can refer to below document:

Power Query SharePoint folder connector - Power Query | Microsoft Learn

 

Best Regards,
Adamk Kong

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
v-kongfanf-msft
Community Support
Community Support

Hi @Kavita123 ,

 

You need to connect the sharepoint folder in powerbi. Refer to the following steps:

vkongfanfmsft_1-1715222107749.png

Note that when connecting to a sharepoint folder, you can't connect directly to a subfolder; instead, you must connect to the root directory and then look down until you find the desired folder.

vkongfanfmsft_2-1715222141903.png

The user will be prompted to authenticate their login as follows, and they will need to log in with the appropriate credentials.

vkongfanfmsft_3-1715222260536.png

Successful connection to excel file in sharepoint folder.

vkongfanfmsft_4-1715222372608.png

When there is a new excel file in sharepoint, the latest data will be synchronized after refreshing the refersh button in the power query.

vkongfanfmsft_0-1715222058117.png

 

For more details, you can refer to below document:

Power Query SharePoint folder connector - Power Query | Microsoft Learn

 

Best Regards,
Adamk Kong

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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