Integrate Power BI Reports in SharePoint Online

integrate power bi with sharepoint online

This Power BI tutorial explains, how to generate a report through Power BI in SharePoint Online Office 365.

If you are new to SharePoint Online modern experience, you can follow the below tutorials:

SharePoint deveopment training course

Integrate Power BI Reports in SharePoint Online

Please follow the below steps to generate a report in Power BI in Office 365.

Step 1: Log in to the SharePoint site -> Go to site contents -> Create 4 product details list as same as below screen shot.

Product List Here I have created 3 columns.

  • Title -> Single line text
  • Product Key -> Number
  • Product Name -> Single Line text
sharepoint online list for power bi
sharepoint online list for power bi

Sales: This SharePoint Online list contains:

  • Title(Single Line text)
  • Sales Key (Number)
  • Sales Region (Choice)
  • Sales Country (Choice)
sharepoint online power bi
sharepoint online power bi

Sales Target: This SharePoint list contains:

  • Title (Single Line text)
  • Sales Month (Single Line text)
  • Target (Integer)
integrate power bi report in sharepoint online
integrate power bi report in sharepoint online

Product Sales: This SharePoint list contains:

  • Title(Single Line text)
  • Product Key(LookUp) – look up to Product List
  • Sales Order Number(Text)
  • Unit Price(Number)
  • Extended Amount(Number)
  • Sales Key(LookUp) – look up to Sales list Sales Key
  • Sales Month(Choice)
integrte power bi report in sharepoint online
integrate power bi report in sharepoint online

Step 2: Once the data is properly populated, we can go ahead and start designing our report. you should have a proper license assigned to your account before you can design, publish & share a Power BI report. you can find licensing details here.

Download Power BI Desktop here.

  • Launch Power BI Desktop –> Get Data –> More
integrate power bi with sharepoint online
integrate power bi with sharepoint online
how to integrate power bi with sharepoint online
how to integrate power bi with sharepoint online

Step 3: Click on Online Services-> SharePoint Online List->Click on connect button

Integrate Power BI reports in SharePoint Online
Integrate Power BI reports in SharePoint Online

Step 4: Once you click on connect, It will ask you to put the SharePoint URL where you get the data.

Integrate Power BI Reports in SharePoint Online
Integrate Power BI Reports in SharePoint Online

Step 5: Once your site gets connected, all SharePoint list will populate over here and you will check the lists which you want. Next click on Edit button to change the dataType of the column.

sharepoint online list for power bi
sharepoint online list for power bi

Step 6: Next change type of column ExtendedAmount & UnitPrice to Decimal Number & select apply.

integrate power bi in sharepoint online
integrate power bi in sharepoint online

Step 7: Next click on close & Apply button on top of the link.

integrate power bi with sharepoint online
integrate power bi with sharepoint online

Step 8: It will take some time to load the query.

how to integrate power bi with sharepoint online
how to integrate power bi with sharepoint online

Step 9: Next Click on Manage Relationships from top navigation. we will delete existing relationships that Power BI has detected based on columns identical name and define our own relationship.

how to integrate power bi with sharepoint online
how to integrate power bi with sharepoint online

Step 10: Next it will populate 3 tables need to change the relationship. Just click on the table Name so that it will ask you modify the relationship.

Integrate Power BI reports in SharePoint Online
Integrate Power BI reports in SharePoint Online

Step 11: Here relationship should be ProductKeyId in product sales and productKey in the Product list table.

Integrate Power BI Reports in SharePoint Online
Integrate Power BI Reports in SharePoint Online

Step 12: Next ProductKeyID in Product sales and SalesKey in Sales table.

Step 13: Next Id:1 in Product Sales table and UD:1 in the Sales table.

how to integrate power bi with sharepoint online
how to integrate power bi with sharepoint online

Step 14: The manage relationships should look like below image.

integrate power bi with sharepoint online examples
integrate power bi with sharepoint online examples

Step 15: Select New Visual from top ribbon menu –> select this newly added visual on the screen and change it to pie-chart from right menu under Visualizations.

integrate power bi with sharepoint online steps by step tutorial
integrate power bi with sharepoint online steps by step tutorial
integrate power bi with sharepoint online steps
integrate power bi with sharepoint online steps

Step 16: You can select graphs, Pai chart, and graphs based o your requirement.

integrate power bi with sharepoint online
integrate power bi with sharepoint online

Step 17: Next click on the Publish button and save your PowerBi in your local folder.

sharepoint online power bi
sharepoint online power bi

Step 18: Now it successfully saved in your local drive or under workspaces in the cloud.

integrate power bi report in sharepoint online
integrate power bi report in sharepoint online

Step 19: Next open your workspaces and open the report section.

integrate power bi in sharepoint online
integrate power bi in sharepoint online

Step 20: Next click on publish to web to generate the Embed code.

create power bi report in office 365
create power bi report in office 365

Step 21: Now click here to generate the Embed code.

how to create power bi report in SharePoint
how to create power bi report in SharePoint

Step 22: Now you got the code so copy and paste it in SharePoint site.

embed power bi report in sharepoint
embed power bi report in sharepoint

Step 23: This is the final Dashboard report after embedding this code in SharePoint modern page.

embed power bi report in sharepoint online
embed power bi report in sharepoint online

This Power BI tutorial explains, how to integrate power bi with sharepoint online office 365.

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About Rajkiran Swain

Rajkiran is currently working as a SharePoint Consultant in QATAR . Rajkiran having 6 + years of experience in Microsoft Technologies such as SharePoint 2019/2016/2013/2010, MOSS 2007,WSS 3.0, Migration, Asp.Net, C#.Net, Sql Server, Ajax, jQuery etc.He is C#Corner MVP (2 Times).

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