Make it so that your list columns with numbs show the Sum or Sigma icon in the Fields pane on the right.On the left side, click on the Data icon to check that your SharePoint list has been loaded.Here's what you need to do.Ĭreating a Report in Power BI From SharePoint Data Once you've connected SharePoint to Power BI, your next step is to run a report using the data you connected. Power BI will now load your list data into a new report. On the left side of the navigator, click on the checkbox beside the SharePoint list that you want to connect to.Once you have signed in, click on Connect.Click on Sign In and then enter your Microsoft 365 username and password.If you do see it, select Microsoft Account on the left side of the access screen. Depending on your settings, you may see a SharePoint access screen come up.Go back into Power BI Desktop and paste the address into the Site URL field in the open dialog box.You can find this in your SharePoint site by selecting Home in the navigation pane and then copying the address from your browser's address bar. Search for the address of your SharePoint site that contains the list/data you want to use.Click on Online Services and then click on SharePoint Online List.In the home ribbon select Get Data and then select More. If you don't have it, download it for free. That said, let's get into what you need to do to get started using SharePoint data in Power BI. Power BI lets you easily generate charts and graphs that easily translate your data into something able to be understood. That's why using you should be using Power BI to present SharePoint data. While a data table and a pie chart can tell people the same information, the pie chart won't have people's eyes glaze over when they read it. It's commonly accepted in the corporate world that charts graphs and charts are the most effective ways to convey statistical information. Why You Should Use Power BI to Present SharePoint Data
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