Integration of Power BI with SharePoint Online

Hi folks, from today I am starting a new blog series on Power BI. I will try to capture all possible information about Power BI in terms of a tool as well as how to use this power full tool on to SharePoint to leverage all its benefits. So get ready and stay tuned for such exiting articles in future.

What is Power BI?

Power BI is a suite of business analytics tools that deliver insights throughout your organization. Connect to hundreds of data sources, simplify data prep, and drive ad hoc analysis. Produce beautiful reports, and then publish them for your organization to consume on the web and across mobile devices. Everyone can create personalized dashboards with a unique, 360-degree view of their business. Moreover, scale across the enterprise, with governance and security built-in. For any business that is using Office 365 and you have access to SharePoint online you can embed the Power BI report directly into a SharePoint Online modern web page. As well as add into embed code normal page.


PowerBI integration with SharePoint Lists

Analyze and visualize your SharePoint data. Centralize your data, simplify it with queries you create, and share it in visual reports.

Bring your data together
Import large volumes of data from multiple sources into Power BI Desktop. Edit the data before pulling it in or transform and shape the data after it is imported.

Explore your data in fresh ways:
Visually explore your data with a variety of customizable reports. Create visualizations by dragging and dropping the fields you want to view. Choose from a variety of charts and graphs to tell your data’s story.

Let your data work for you:
Once you have created your report, you can share the file like any other file. You can also publish it to the Power BI service where colleagues can interact with it.Connect to what matters to you. Excel spreadsheets, on-premises data sources, big data, streaming data, and cloud services: it does not matter what type of data you want or where it lives, connect to hundreds of data sources with Power BI. Below are few sources listed.


power bi sharepoint

power bi sharepoint

Prerequisite – If you want to publish reports / dashboards on SharePoint directly:
– SharePoint Server and Site
– Power BI Desktop Version Software available @ https://powerbi.microsoft.com/en-us/desktop/
– Dashboard Prepared and published on https://app.powerbi.com/ (need a Pro license to leverage all the benefits.)

power bi sharepoint online

power bi sharepoint online

Here today we will see how to use online tool from scratch.

Step-1- Sign in to your account with valid credentials on https://app.powerbi.com/
Once you login you will see below screen, where at bottom you have to click Get Data to choose a data source from which you will create reports / dashboards as shown below.

Now we will choose local file to choose a excel file to understand a process, here you have so many options to choose data source from which we will explore one by one.



power bi sharepoint list

power bi sharepoint list

power bi unable to connect to sharepoint list

power bi unable to connect to sharepoint list

power bi sharepoint document library

power bi sharepoint document library

Once file is selected you can either import or upload data, while import data you might get below error as data is not formatted in a tabular format. To avoid such errors select data and press Ctrl +T .

Note- Data coming from any data source is internally converted into tables .

connect power bi to a sharepoint folder

connect power bi to a sharepoint folder

power bi sharepoint folder data source

power bi sharepoint folder data source

Once format conversion you can see a Dataset created with the same name , choose this to create report.

connect power bi to sharepoint document library

connect power bi to sharepoint document library

Now based on the requirement you need to choose a desired visual design for representation of your data also you can choose different filter options based on conditions .

power bi sharepoint online list

power bi sharepoint online list

Here I have selected a pie chart design which suits my business requirement. In which I can see all the blacklisted hospitals based on the City, Pin code and State thus selected from tables section (right hand side)

power bi data source sharepoint folder

power bi data source sharepoint folder

Once we are done with our reports we need to now save by giving some meaning full name to identify under our workspace.

power bi sharepoint data source

power bi sharepoint data source

power bi sharepoint on premise

power bi sharepoint on premise

Now I want to publish my report directly to my SharePoint site for that need to publish to web as shown below. From the dashboard expand Workspaces -> Publish to web.

power bi sharepoint tutorial

power bi sharepoint tutorial

Then in the “Embed in a public website”, click on “Create embed code” like below:

power bi sharepoint web part

power bi sharepoint web part

Then click on “Publish” button like below:

power bi sharepoint 2013 tutorial

power bi sharepoint 2013 tutorial

This will show the successful message and you can copy the iframe code like below:

power bi sharepoint 2016 tutorial

power bi sharepoint 2016 tutorial

Once published we need to copy this embed code (iFrame one) and paste in our web part page inside script editor web part. Now publish this page. You can see your report which can be viewed into different hierarchy .

power bi sharepoint online tutorial

power bi sharepoint online tutorial

Now if you remember we have opted data based on few table selection City/Pincode/State.

You can now switch hierarchy based on this selection and by each switch you can see different data representation. This is a power of this report. Below are the examples of different options.

Create Power BI report and publish in SharePoint

Create Power BI report and publish in SharePoint

sharepoint online power bi

sharepoint online power bi

sharepoint online power bi web part

sharepoint online power bi web part

sharepoint online power bi embed

sharepoint online power bi embed

sharepoint online power bi site

sharepoint online power bi site

sharepoint online vs power bi

sharepoint online vs power bi

embed power bi dashboard in sharepoint

embed power bi dashboard in sharepoint

This report can be shared on LinkedIn , twitter and so on. These options you can find at bottom of this report.

add the power bi (preview) web part to your sharepoint online page

add the power bi (preview) web part to your sharepoint online page

Hope this article will be helpful.

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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"

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