cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted
Resolver I
Resolver I

Attach excel sheet (SharePoint) to dashboard

Hi, 

 

Is there a way to connect a Sharepoint excel sheet from Power BI dashboard? For example, I can just click on someplace on the dashboard that will take me to an excel sheet on Sharepoint?

 

Thank you

1 ACCEPTED SOLUTION

Accepted Solutions
Highlighted
Community Champion
Community Champion

Re: Attach excel sheet (SharePoint) to dashboard

You can create a Text Box with a Link.  You'll find this option in the "Home" tab of the ribbon and under the 'Insert' section is Text box.  When you place text into the text box you also have an option that looks like this Capture.PNG which allows you to set up the URL.

 

So you can write a nice message in the box like "Click here to open the related spreadsheet" then set a direct link to the spreadsheet in question.

 

Alternatively, should you wish to have something more dynamic, you can set up a field in your tables with the Data Category of "Web URL" and if it is placed in a table/matrix, it becomes clickable.  I use this where there may need to be a dynamic nature to the URL, whether its passing parameters, or if your field names had something like "staff names" to denote them.

View solution in original post

2 REPLIES 2
Highlighted
Community Champion
Community Champion

Re: Attach excel sheet (SharePoint) to dashboard

You can create a Text Box with a Link.  You'll find this option in the "Home" tab of the ribbon and under the 'Insert' section is Text box.  When you place text into the text box you also have an option that looks like this Capture.PNG which allows you to set up the URL.

 

So you can write a nice message in the box like "Click here to open the related spreadsheet" then set a direct link to the spreadsheet in question.

 

Alternatively, should you wish to have something more dynamic, you can set up a field in your tables with the Data Category of "Web URL" and if it is placed in a table/matrix, it becomes clickable.  I use this where there may need to be a dynamic nature to the URL, whether its passing parameters, or if your field names had something like "staff names" to denote them.

View solution in original post

Highlighted
Community Support
Community Support

Re: Attach excel sheet (SharePoint) to dashboard

Helpful resources

Announcements
August 2020 Community Challenge: Can You Solve These?

August 2020 Community Challenge: Can You Solve These?

We're excited to announce our first cross-community 'Can You Solve These?' challenge!

July 2020 Community Highlights

July 2020 Community Highlights

Learn about the exciting things that happened in July.

Upcoming Events

Upcoming Events

Wondering what events you could join or have an event to promote yourself? Check out our Upcoming Events.

Get Ready for Power BI Dev Camp

Get Ready for Power BI Dev Camp

We are thrilled to announce we will begin running a monthly webinar series named Power BI Dev Camp.

Top Solution Authors
Top Kudoed Authors