How to Connect to a Specific file from SharePoint to Power BI

Subscribe to EnjoySharePoint YouTube channel to get more free videos in SharePoint.

In this Power BI tutorial, we are going to explore how to Connect to a specific file from the SharePoint site in Power Bi.

Connect to a Specific file from SharePoint to Power BI

This is the scenario where I have some files in a SharePoint site inside a Shared Document’s document library. I just want Power Bi to pick the single file in order to process the data and form the beautiful reports.

How to Connect to a Specific file from SharePoint to Power BI

Now as you are seeing below, I have opened the file inside SharePoint and click on the Open in the Power BI Desktop App. You will be prompted below message; you need to click Open Excel.

Connect to a Specific file from SharePoint to Power BI
power bi connect to specific sharepoint file

Once its opened click on the File menu and go to Info and select Copy Path to clipboard as shown below.

power bi connect to sharepoint file

Now we need this copied path so save to Notepad and discard  ?web=1 from the URL and copy it back.

https://enjoysharepointsky.sharepoint.com/sites/DemoSite/Shared%20Documents/InterestRates_3-31-2018.xlsx?web=1

So, now we need to open the Microsoft Power BI desktop tool and in order to get data from a folder we need to click here Get Data down and I choose the Web option and click the folder.

power bi connect to sharepoint excel file

Paste the copied URL and hit OK.

power bi connect to sharepoint excel

 It will open the selected file as shown below, here one thing you need to understand is that since I have already connected to SharePoint, that’s why I have not prompted the Access issue. If you are using the SharePoint URL for the first time, then do provide Credentials and connect to the site.

power bi connect to sharepoint document library

Now if you are OK with the existing contents you can hit Load otherwise select Edit and make changes into Query Editor.

Once we select Load it will load the data into Power BI, as shown below. Now we can provide some meaning full name to the Data like interest rates.

how to connect to sharepoint file power bi

Finally, we will process this data to form a beautiful report by selecting fields and visuals like below.

how to connect to sharepoint file in power bi

You may like the following Power BI tutorials:

So in this tutorial, we have learned how to connect to a specific file from SharePoint to Power BI. I hope you found this tutorial to be very helpful.

Donwload Hub site pdf

Download SharePoint Online Tutorial PDF FREE!

Get update on Webinars, video tutorials, training courses etc.

Bhawana Rathore

Hello Everyone!! I am Bhawana a SharePoint MVP and having about 8+ years of SharePoint experience as well as in .Net technologies . I have worked in all the versions of SharePoint from wss to Office 365. I have good exposure in Customization and Migration using Nintex, Metalogix tools . Now exploring more in SharePoint 2016 :) Hope here I can contribute and share my knowledge to the fullest. As I believe "There is no wealth like knowledge, and no poverty like ignorance"

>