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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

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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.

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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

Community Support
Community Support

Re: Attach excel sheet (SharePoint) to dashboard

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