cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Regular Visitor

Best way to create dashboard where any team member can update the source data

I have certain data that I retrieve manually in the form of csv files.  There is no way to connect this data directly to a sql server or other service, as the data comes from vendors who wouldn't provide such a service.

 

I would like to create a dashboard where the source data is located on a Sharepoint site and anyone with access to the data can update the dashboard by replacing the old csv files with new ones.

 

I think the only way to do this is with Service, but maybe a combination of Desktop and Service is best practice.  Any help would be greatly apprecaited.

1 ACCEPTED SOLUTION
Solution Sage
Solution Sage

Yes, place the file in a well known location on your Sharepoint online site

Use Power BI desktop to create the report, pulling in the data from the Sharepoint online

Publish the report to the service

Schedule the report to be refreshed in the service

 

Below is a link that shows how to connect to file in Sharepoint online, though is says one drive, it works the same:

https://docs.microsoft.com/en-us/power-bi/connect-data/desktop-use-onedrive-business-links

View solution in original post

1 REPLY 1
Solution Sage
Solution Sage

Yes, place the file in a well known location on your Sharepoint online site

Use Power BI desktop to create the report, pulling in the data from the Sharepoint online

Publish the report to the service

Schedule the report to be refreshed in the service

 

Below is a link that shows how to connect to file in Sharepoint online, though is says one drive, it works the same:

https://docs.microsoft.com/en-us/power-bi/connect-data/desktop-use-onedrive-business-links

View solution in original post

Helpful resources

Announcements
secondImage

Experience what’s next for Power BI

Join us for an in-depth look at the new Power BI features and capabilities at the free Microsoft Business Applications Launch Event.

secondImage

Power BI Women

Join our monthly meetings and learning sessions.

secondImage

Congratulations!

We are excited to announce the Power BI Super Users!

secondImage

The largest Power BI virtual conference

100+ sessions, 100+ speakers, Product managers, MVPs, and experts. All about Power BI. Attend online or watch the recordings.

Top Solution Authors
Top Kudoed Authors