{"id":40992,"date":"2024-09-27T22:22:51","date_gmt":"2024-09-27T17:22:51","guid":{"rendered":"https:\/\/chartexpo.com\/blog\/?p=40992"},"modified":"2025-11-19T12:17:37","modified_gmt":"2025-11-19T07:17:37","slug":"power-bi-into-sharepoint","status":"publish","type":"post","link":"https:\/\/chartexpo.com\/blog\/power-bi-into-sharepoint","title":{"rendered":"Power BI into SharePoint to Boost Collaboration & Insights"},"content":{"rendered":"

Power BI is a business intelligence tool that helps analyze and visualize raw data. With Power BI, stakeholders and users can make data-driven decisions. In this guide, you’ll discover how to connect Power BI into SharePoint.<\/p>\n

\"Power<\/a><\/div>\n
\"\"<\/a> \"\"<\/a> \"\"<\/a><\/div>\n

You’ll also discover the benefits of integrating Power BI into SharePoint and the best practices for SharePoint lists in Power BI.<\/p>\n

Table of Contents:<\/h3>\n
    \n
  1. How to Connect Power BI to SharePoint List?<\/a><\/li>\n
  2. How to Create Visualizations in Power BI?<\/a><\/li>\n
  3. What are the Benefits of Integrating Power BI into SharePoint Online?<\/a><\/li>\n
  4. What are the Best Practices for SharePoint Lists in Power BI?<\/a><\/li>\n
  5. Wrap Up<\/a><\/li>\n<\/ol>\n

    First…<\/p>\n

    How to Connect Power BI to SharePoint List?<\/h2>\n

    Connecting Power BI to a SharePoint List allows you to visualize and analyze list data<\/a> with ease. Here’s a step-by-step guide to establish the connection:<\/p>\n

    Step 1: Get Your SharePoint List URL<\/h3>\n

    Navigate to your SharePoint site, go to your preferred list, and copy the URL of the SharePoint List.<\/p>\n

    Step 2: Open Power BI Desktop<\/h3>\n

    Launch the Power BI Desktop, and go to the Home tab.<\/p>\n

    Step 3: Get Data from SharePoint Online List<\/h3>\n

    Click on \u201cGet Data,\u201d and select \u201cMore,\u201d to open the Get Data window.<\/p>\n

    \"Select<\/a><\/div>\n

    Navigate to the search box, and type \u201cSharePoint.\u201d After that, select \u201cSharePoint Online List,\u201d and click the \u201cConnect\u201d button.<\/p>\n

    \"Type<\/a><\/div>\n

    Step 4: Enter the SharePoint List URL<\/h3>\n

    Look out for the SharePoint Online List dialog box, and paste the URL of the SharePoint List that has been copied earlier. Next, click “OK.”<\/p>\n

    \"Paste<\/a><\/div>\n

    Step 5: Sign Into SharePoint<\/h3>\n

    You’ll be prompted to sign in with your SharePoint credentials. After signing in, select the authentication method (usually organizational account), and click \u201cConnect.\u201d<\/p>\n

    Step 6: Select the SharePoint List<\/h3>\n

    In the navigation window, you will see a list of all available on the SharePoint site. Choose the list you want to import into the Power BI. You can also choose multiple lists (if needed). To import the data into Power BI, click “Load.”<\/p>\n

    Step 7: Transform Data (Optional)<\/h3>\n

    There are cases where you’ll have to transform the data<\/a> before loading it. To do that, click “Transform Data” instead of “Load.” The Power Query Editor will open to enable you to perform multiple data transformation tasks. After making the changes, click “Close & Apply.”<\/p>\n

    Step 8: Create Visualizations<\/h3>\n

    To create data visualizations<\/a> in Power BI, you’ll have to wait until the data is loaded. After that, you will use the fields pane to drag and drop fields into the report canvas to create tables, charts, graphs<\/a>, and other visual elements.<\/p>\n

    Step 9: Publish to Power BI Service (Optional)<\/h3>\n

    Navigate to the File menu, and select Publish. After that, click \u201cPublish to Power BI.\u201d To select the workspace where you’ll want to publish the report<\/a>, sign into your Power BI account.<\/p>\n

    How to Create Visualizations in Power BI?<\/h2>\n

    Stage 1: Logging in to Power BI<\/strong><\/p>\n