{"id":844,"date":"2025-01-29T10:39:45","date_gmt":"2025-01-29T09:39:45","guid":{"rendered":"https:\/\/www.syntera.ch\/blog\/?p=844"},"modified":"2025-01-30T10:16:32","modified_gmt":"2025-01-30T09:16:32","slug":"power-bi-data-from-excel-on-sharepoint","status":"publish","type":"post","link":"https:\/\/www.syntera.ch\/blog\/2025\/01\/29\/power-bi-data-from-excel-on-sharepoint\/","title":{"rendered":"Power BI data from Excel on Sharepoint"},"content":{"rendered":"\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-post-author has-medium-font-size\"><div class=\"wp-block-post-author__avatar\"><img alt='' src='https:\/\/secure.gravatar.com\/avatar\/9cbefca9184e6b8146d83f72900473b791b31bc6c2a10a8e57f77e9c41f11b45?s=48&#038;d=mm&#038;r=g' srcset='https:\/\/secure.gravatar.com\/avatar\/9cbefca9184e6b8146d83f72900473b791b31bc6c2a10a8e57f77e9c41f11b45?s=96&#038;d=mm&#038;r=g 2x' class='avatar avatar-48 photo' height='48' width='48' \/><\/div><div class=\"wp-block-post-author__content\"><p class=\"wp-block-post-author__byline\">LEAD BUSINESS INTELLIGENCE<\/p><p class=\"wp-block-post-author__name\">Dimitri B\u00fctikofer<\/p><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\">\n<ul class=\"wp-block-outermost-social-sharing alignright has-small-icon-size has-icon-color is-style-logos-only is-content-justification-left is-layout-flex wp-container-outermost-social-sharing-is-layout-fa5e4718 wp-block-outermost-social-sharing-is-layout-flex\"><li style=\"color: #1a4548\" class=\"outermost-social-sharing-link outermost-social-sharing-link-linkedin has-primary-color wp-block-outermost-social-sharing-link\">\n\t<a 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c0.356-0.675,1.227-1.387,2.526-1.387c2.703,0,3.203,1.779,3.203,4.092V18.338z\"><\/path><\/svg>\t\t<span class=\"wp-block-outermost-social-sharing-link-label screen-reader-text\">\n\t\t\tShare on LinkedIn\t\t<\/span>\n\t<\/a>\n<\/li>\n\n\n<li style=\"color: #1a4548\" class=\"outermost-social-sharing-link outermost-social-sharing-link-mail has-primary-color wp-block-outermost-social-sharing-link\">\n\t<a href=\"mailto:?subject=Power%20BI%20data%20from%20Excel%20on%20Sharepoint&#038;body=Power%20BI%20data%20from%20Excel%20on%20Sharepoint%20&mdash;%20https%3A%2F%2Fwww.syntera.ch%2Fblog%2F2025%2F01%2F29%2Fpower-bi-data-from-excel-on-sharepoint%2F\" aria-label=\"Email this Page\"  class=\"wp-block-outermost-social-sharing-link-anchor\">\n\t\t<svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" aria-hidden=\"true\" focusable=\"false\"><path 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6.5057187 2 2.0234844 6.478375 2.0214844 11.984375 C 2.0204844 13.744375 2.4814687 15.462563 3.3554688 16.976562 L 2 22 L 7.2324219 20.763672 C 8.6914219 21.559672 10.333859 21.977516 12.005859 21.978516 L 12.009766 21.978516 C 17.514766 21.978516 21.995047 17.499141 21.998047 11.994141 C 22.000047 9.3251406 20.962172 6.8157344 19.076172 4.9277344 C 17.190172 3.0407344 14.683719 2.001 12.011719 2 z M 12.009766 4 C 14.145766 4.001 16.153109 4.8337969 17.662109 6.3417969 C 19.171109 7.8517969 20.000047 9.8581875 19.998047 11.992188 C 19.996047 16.396187 16.413812 19.978516 12.007812 19.978516 C 10.674812 19.977516 9.3544062 19.642812 8.1914062 19.007812 L 7.5175781 18.640625 L 6.7734375 18.816406 L 4.8046875 19.28125 L 5.2851562 17.496094 L 5.5019531 16.695312 L 5.0878906 15.976562 C 4.3898906 14.768562 4.0204844 13.387375 4.0214844 11.984375 C 4.0234844 7.582375 7.6067656 4 12.009766 4 z M 8.4765625 7.375 C 8.3095625 7.375 8.0395469 7.4375 7.8105469 7.6875 C 7.5815469 7.9365 6.9355469 8.5395781 6.9355469 9.7675781 C 6.9355469 10.995578 7.8300781 12.182609 7.9550781 12.349609 C 8.0790781 12.515609 9.68175 15.115234 12.21875 16.115234 C 14.32675 16.946234 14.754891 16.782234 15.212891 16.740234 C 15.670891 16.699234 16.690438 16.137687 16.898438 15.554688 C 17.106437 14.971687 17.106922 14.470187 17.044922 14.367188 C 16.982922 14.263188 16.816406 14.201172 16.566406 14.076172 C 16.317406 13.951172 15.090328 13.348625 14.861328 13.265625 C 14.632328 13.182625 14.464828 13.140625 14.298828 13.390625 C 14.132828 13.640625 13.655766 14.201187 13.509766 14.367188 C 13.363766 14.534188 13.21875 14.556641 12.96875 14.431641 C 12.71875 14.305641 11.914938 14.041406 10.960938 13.191406 C 10.218937 12.530406 9.7182656 11.714844 9.5722656 11.464844 C 9.4272656 11.215844 9.5585938 11.079078 9.6835938 10.955078 C 9.7955938 10.843078 9.9316406 10.663578 10.056641 10.517578 C 10.180641 10.371578 10.223641 10.267562 10.306641 10.101562 C 10.389641 9.9355625 10.347156 9.7890625 10.285156 9.6640625 C 10.223156 9.5390625 9.737625 8.3065 9.515625 7.8125 C 9.328625 7.3975 9.131125 7.3878594 8.953125 7.3808594 C 8.808125 7.3748594 8.6425625 7.375 8.4765625 7.375 z\"><\/path><\/svg>\t\t<span class=\"wp-block-outermost-social-sharing-link-label screen-reader-text\">\n\t\t\tShare on WhatsApp\t\t<\/span>\n\t<\/a>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">When teaching others how to work with Power BI, I almost always start with the same example: working with a simple Excel file. Typically, the file is stored on SharePoint, and we import the data into Power BI to explore and work on this basic scenario. This approach isn\u2019t just for demonstration purposes, it also makes sense from a business perspective. Before investing heavily in automating interfaces with data sources like SAP or others, it\u2019s often smarter to start small. Exporting a dataset, saving it in a convenient location (SharePoint being an easy choice for non-local storage), and getting a feel for the data helps prove the concept before scaling up.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That\u2019s why I find it a bit frustrating that retrieving data from a simple Excel file on SharePoint is often more confusing than it should be, especially for beginners. Depending on the method you choose, you might need to deal with different file paths, authentication settings, or connector types, making what should be a simple process feel unnecessarily complex.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this blog, I\u2019ll walk you through the simplest methods for importing Excel data from SharePoint into Power BI and guide you on how to set up an automatic refresh for your data source.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There are two easy methods to connect to an Excel file stored on SharePoint: syncing the document library to your local device or using the Web Connector. The first method is simpler but doesnt allow you to setup scheduled refreshes.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Method 1: Sync SharePoint site to your local device<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">The simplest method is to sync your SharePoint site with your local device and use the standard Excel connector. However, as mentioned earlier, this approach doesn\u2019t support scheduled refresh, making it suitable for quick testing but not as a long-term solution. Here&#8217;s how you can do it:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Navigate to the SharePoint Document Library<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open your SharePoint site in a web browser.<\/li>\n\n\n\n<li>Go to the <strong>Documents<\/strong> section (usually found in the left-hand menu).<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sync the Document Library<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the <strong>Sync<\/strong> button at the top of the document library page.<\/li>\n\n\n\n<li>Follow the prompts to sync the library with your local device using OneDrive.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Use the Excel Connector in Power BI<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In Power BI Desktop click on <strong>Get Data<\/strong> in the Home ribbon.<\/li>\n\n\n\n<li>Choose <strong>Excel<\/strong> as your data source.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Select Your File from the Synced Folder<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Locate the file from the synced folder (you can usually find it in the OneDrive<strong> <\/strong>directory, under the name of your SharePoint site)<\/li>\n\n\n\n<li>Select the file and click <strong>Open<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Method 2: Use Web Connector<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">If you need a scheduled refresh or can\u2019t sync files locally, the best option is to use the Web Connector:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Use the Web Connector<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the Power Query Editor, click on <strong>Home &gt; New Source<\/strong>.<\/li>\n\n\n\n<li>Select <strong>Web<\/strong> from the list of available data sources.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Get the SharePoint File Path<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to your SharePoint portal and go to the document library where the Excel file is stored.<\/li>\n\n\n\n<li>Click on the three dots (&#8230;) next to the file and choose <strong>Details<\/strong>.<\/li>\n\n\n\n<li>Find the full file path under <strong>Path<\/strong> in the details panel.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Load Excel Data<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Copy the SharePoint file path and paste it into the URL field of the Web Connector in Power Query. Click <strong>OK<\/strong>.<\/li>\n\n\n\n<li>In the following <strong>Access Web Content<\/strong> window, select <strong>Organizational Account<\/strong> for authentication and click <strong>Sign in<\/strong>.<\/li>\n\n\n\n<li>Log in via the browser window that opens, then return to Power BI Desktop and click <strong>Connect<\/strong>.<\/li>\n\n\n\n<li>In the Navigator window, select the desired table and load it into Power BI<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Setup automatic refresh<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">To schedule an automatic refresh you need to deploy the report to the Power BI service and provide the data source credentials.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Edit Data Source Credentials<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on the three dots (&#8230;) next to the dataset and select <strong>Settings<\/strong>.<\/li>\n\n\n\n<li>Under the <strong>Data source credentials<\/strong> section, click <strong>Edit credentials<\/strong>.<\/li>\n\n\n\n<li>Choose <strong>OAuth2<\/strong> as the authentication method:<\/li>\n\n\n\n<li>Sign in using your organizational account credentials and click <strong>Sign in<\/strong> to authorize access.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Set Up a Refresh Schedule<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>While still in the <strong>Settings<\/strong> page, scroll down to the <strong>Scheduled refresh<\/strong> section.<\/li>\n\n\n\n<li>Enable the <strong>Configure a refresh schedule<\/strong> toggle.<\/li>\n\n\n\n<li>Configure the refresh frequency (e.g., daily) and select the preferred time(s) for refreshes.<\/li>\n\n\n\n<li>You can add multiple refresh times if needed (maximum of 8 per dataset on pro licence).<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">By following these steps, you can import Excel data from SharePoint into Power BI and set up scheduled refreshes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Read More about Power BI:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.syntera.ch\/blog\/2023\/03\/21\/static-and-dynamic-row-level-security-in-power-bi\/\">Static and dynamic Row-level-Security in Power BI<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.syntera.ch\/blog\/2024\/08\/27\/building-gantt-charts-with-power-bi\/\">Building Gantt Charts with Power BI &#8211; Syntera<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.syntera.ch\/blog\/2024\/03\/19\/automated-power-bi-testing-with-selenium\/\">Automated Power BI Testing with Selenium<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.syntera.ch\/blog\/2024\/11\/20\/power-bi-shape-maps-custom-switzerland-map\/\">Power BI Shape Maps: Custom Switzerland Map &#8211; Syntera<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.syntera.ch\/blog\/2024\/01\/16\/analyse-bexio-data-with-power-bi\/\">Analyse bexio Data with Power BI<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>When teaching others how to work with Power BI, I almost always start with the same example: working with a simple Excel file. Typically, the file is stored on SharePoint, and we import the data into Power BI to explore and work on this basic scenario. This approach isn\u2019t just for demonstration purposes, it also [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":851,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[6,13],"class_list":["post-844","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-intelligence","tag-power-bi","tag-sharepoint"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Power BI data from Excel on Sharepoint - Syntera<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.syntera.ch\/blog\/2025\/01\/29\/power-bi-data-from-excel-on-sharepoint\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Power BI data from Excel on Sharepoint - Syntera\" \/>\n<meta property=\"og:description\" content=\"When teaching others how to work with Power BI, I almost always start with the same example: working with a simple Excel file. 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