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rhyslowe Frequent Visitor
Frequent Visitor

Cannot link a Sharepoint Excel file to Desktop PowerBI

Hi all,

 

I'm very new to PowerBI, I'm struggling to pull data from an excel data we have shared on an ogrniazational sharepoint site.

 

I think the issue is to do with the link that I'm using, I've tried pulling from web aswell as sharepoint folder with so many different credentaisl but nothing is working, even though the data is publicly accessible without a login.

 

When I'm using the online Power BI, I am able to navigate to the file fine and pull data from it.

 

Can someome help me with the process of linking an excel document on sharepoint to the desktop power bi please?

 

Thank you

1 ACCEPTED SOLUTION

Accepted Solutions
Moderator v-yuezhe-msft
Moderator

Re: Cannot link a Sharepoint Excel file to Desktop PowerBI

@rhyslowe,

The root URL of your sharepoint site is https://xxxxx.sharepoint.com/sites/<sitename>, right? If so, please use the URL https://xxxxx.sharepoint.com/sites/<sitename>/Shared%20Documents/<Yourexcename>.xlsx to connect to your file.

Please note that to connect to Excel that is located under Documents of SharePoint online site, use the URL below.
https://xxxxx.sharepoint.com/sites/<sitename>/Shared%20Documents/<Yourexcename>.xlsx

To connect to Excel that is located under a folder in SharePoint online Documents, use the URL below.
https://xxxxx.sharepoint.com/sites/<sitename>/Shared%20Documents/<Foldername>/<Yourexcename>.xlsx

Regards,
Lydia

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
6 REPLIES 6
gpiero Member
Member

Re: Cannot link a Sharepoint Excel file to Desktop PowerBI

HI @rhyslowe

 

as you can se below this is one method using Web Content

 

let
    Source = Excel.Workbook(Web.Contents("https://MyCompany.sharepoint.com/sites/Wmsh/en/PBI_Data/902GoodsReceiptAreaStatus/902Em.xls"), null, true),
    Sheet1_Sheet = Source{[Item="Sheet1",Kind="Sheet"]}[Data],
    #"Promoted Headers" = Table.PromoteHeaders(Sheet1_Sheet, [PromoteAllScalars=true]),
    #"Changed Type" = Table.TransformColumnTypes(#"Promoted Headers",{{"Tipo magazzino", Int64.Type}, {"Ubicazione", type number}, {"Materiale", type number}, {"Tipo stock", type text}, {"Stock speciale", type text}, {"Numero stock speciale", type text}, {"Stock totale", Int64.Type}, {"Stock disponibile", Int64.Type}, {"Stock da immagazz.", Int64.Type}, {"Stock da prelev.", Int64.Type}, {"Unità magazzino", type text}, {"N. fabbisogno", type text}, {"Durata", Int64.Type}, {"Lotto di controllo", type number}, {"Magazzino", type text}, {"Ultimo movimento", type date}, {"Data entrata merci", type date}})
in
    #"Changed Type"

 

This is the site

 

https://MyCompany.sharepoint.com/sites/Wmsh/en/PBI_Data

and this is the site + document library

 

 

https://MyCompany.sharepoint.com/sites/Wmsh/en/PBI_Data/902GoodsReceiptAreaStatus/902Em.xls
Moderator v-yuezhe-msft
Moderator

Re: Cannot link a Sharepoint Excel file to Desktop PowerBI

@rhyslowe,

It seems that you are connecting to sharepoint online excel in Power BI Desktop. When using web option in Power BI Desktop, please get the web URL of Excel file following the guide in the screenshots below. And please use organizational account method in Power BI Desktop.

Capture.PNG1.PNG

If you use SharePoint Folder connector in Power BI Desktop, please enter root URL of your SharePoint site, and use organizationa account method.

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
rhyslowe Frequent Visitor
Frequent Visitor

Re: Cannot link a Sharepoint Excel file to Desktop PowerBI

Hi Lydia,

 

Thanks for your reply.

 

I'm still struggling to get it to work.

 

I don't suppose I could politely ask if you could Teamviewer onto me please? Smiley Happy

 

I'm sure I'm just doing something stupid.

Moderator v-yuezhe-msft
Moderator

Re: Cannot link a Sharepoint Excel file to Desktop PowerBI

@rhyslowe,

We are not allowed to Teamviewer onto customer. You can share screenshots here for us to troubleshoot. Please do mask sensitive information when you upload screenshots.

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
rhyslowe Frequent Visitor
Frequent Visitor

Re: Cannot link a Sharepoint Excel file to Desktop PowerBI

Hi Lydia,

 

Okay that's no problem, I understand.

 

I'll just start simple, where would I get the link for this document in order to link it to PowerBI?

 

I did try ttps://xxxxx.sharepoint.com/Shared%20Documents/Forms/ but had no luck.

 

Thanks

 

 

 

Moderator v-yuezhe-msft
Moderator

Re: Cannot link a Sharepoint Excel file to Desktop PowerBI

@rhyslowe,

The root URL of your sharepoint site is https://xxxxx.sharepoint.com/sites/<sitename>, right? If so, please use the URL https://xxxxx.sharepoint.com/sites/<sitename>/Shared%20Documents/<Yourexcename>.xlsx to connect to your file.

Please note that to connect to Excel that is located under Documents of SharePoint online site, use the URL below.
https://xxxxx.sharepoint.com/sites/<sitename>/Shared%20Documents/<Yourexcename>.xlsx

To connect to Excel that is located under a folder in SharePoint online Documents, use the URL below.
https://xxxxx.sharepoint.com/sites/<sitename>/Shared%20Documents/<Foldername>/<Yourexcename>.xlsx

Regards,
Lydia

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.