Getting started with Power BI and SharePoint Online

In this video we get an introduction to using Power BI with SharePoint Online list data. Pretty exciting stuff. We start at the beginning of installing Power BI Desktop and don't stop until you have a report published to SharePoint Online using the preview web part. Even better is I use Star Wars game data for my list.
For support, training, or more information about Power BI check out www.boldzebras.com I need to add the Power BI specific stuff to the website but I promise I will get to it.

[@kimsalas8197]

This is exactly what I needed on how to do this from beginning to end. I really appreciate you being thorough in all of the steps, and giving the ‘inside’ things to be aware of. Keep doing those videos. They are great!

[@ShanesCows]

Thank you. What other topics would you like to see me cover?

[@grahamsheeley]

Many many thanks - Excellent, direct and to the point. There are a number of Power BI videos out there, but oh-boy, they can be slow and long winded. Yours is to the point and you've taken the effort to cut out wait times, thereby saving us all time when watching this. I know you have just saved me hours of googling to work all these steps out. You have my thanks, keep up the great work.

[@ShanesCows]

Thank you for the kind words. Good luck on your journey. - Shane

[@naukrate]

Perfect! This helped me understand that I needed to use the new sharepoint pages instead of classic to get this to work. I was going bonkers!

[@ShanesCows]

Nice. 😀

[@KimNic]

Incredibly useful. I went from literally knowing 0.01% to expert. Saved me a headache and time.Thanks!

[@ShanesCows]

Glad to help. 😀

[@cott5]

THANK YOU for publishing a video that’s not boring and easy to follow.

[@ShanesCows]

You are welcome. 😀 Let me know if you have ideas for future videos. -Shane

[@raheemkarar]

Thank you so much Shane. I was waiting forever for a new video :)

[@tausifjamkhandi1597]

I mostly work on SharePoint online but this vdo helped me to understand and get my doubt clear and also helped me to resolve an issue which i was working for a client where adding power bi report on SharePoint online and was getting error,you are awesome shane, please keep posting this kind of knowledge sharing.

[@ShanesCows]

Cool. Glad it helped and I will. 😀

[@teresablanchard6909]

Great intro to Power BI for me! Thanks for not being boring!

[@ShanesCows]

Thank you. Not being boring is pretty important.

[@shantanuambegaonkar8681]

Great Video Shane... To the point, very practical and covered all the doubts which a beginner may have in mind. Keep posting Practical Demo videos. Its helps us a lot. Thanks again...

[@ShanesCows]

Will do. Thanks

[@YoonWhayChong]

This is so cool... I'm always wanted to do Excel Graph into Website. And now... we can do it in SharePoint with PowerBI. That's awsome! Thanks Shane! :) two thumbs up!

[@ShanesCows]

Enjoy.

[@shashankpawitwar4355]

You are an awesome teacher...I learned a lot of critical information in a short time.

[@ShanesCows]

Thanks 😊

[@stephenbrincat5562]

Wow, what a great video, well done Shane good explanation, thanks a million.

[@ShanesCows]

Thanks Stephen. Let me know if there are other topics in this space you would like to see covered.

[@renevosloo8428]

This was very informative and got me "unstuck" to publish to SharePoint. Thank you for sharing!

[@ShanesCows]

Cool. 😎

[@martinjia7229]

Thank you, Shane! Great video to start with!

[@ShanesCows]

Thanks

[@huynhvinhphuc8]

Thank you so much Shane. I'm new in this case. I will find more on your video

[@yihongxiao8390]

Thank you very much for the KZbin. It is very helpful for me understand how to get data from SP and to publish PWBI reports and share them from SP

[@ShanesCows]

Awesome to hear! Thanks

[@bennotg2]

Great video, Shane, thanks!

[@slb2012wr]

You are the man .. your session is perfect and helpful

[@ShanesCows]

Thanks

[@benchekrounmail]

thank you very much for your tutorial, it was very useful to me, very good luck

[@ka-tomahrick5118]

Great Share! Just want I needed. Bunch Thanks!

[@ShanesCows]

You are welcome

[@Legendary_UA]

Awesome content.

[@tubez29]

Nice work! I was looking for Web parts in SharePoint for Business Data and of course, it is not there. I will try it PowerBI. Thanks for keeping the videos interesting and to the point. Adding your tips makes a big difference.

[@ShanesCows]

You are welcome.

[@michaelbluestein202]

Thank you! I appreciate that you went step by step with this as I'm new. I've been tasked to create a dashboard and I just didn't know where to being so this was a HUGE help. I was wondering if you have or would create a video on how to tell if tasks in a list are on time, getting in danger of being late or late? Again, THANK YOU for this video!

[@ShanesCows]

Glad it helped. I haven’t done that before. I will give it a few thoughts and see if I can come up with something for you.

[@hilmanagung]

Thanks for sharing - very useful mate!

[@ShanesCows]

Glad to help. 😀

[@juliomatheusferreira5536]

Man, thank you for the information! You rock it!

[@ShanesCows]

You bet!

[@diogosirio4317]

Very good video and tips!

[@okkaychingmarma1012]

Salute boss. Nice tutorial. You helped me a lots. It's working fine.

[@ShanesCows]

Great! 👍

[@rinilvinny9825]

Great intro.. Thanks a lot

[@ShanesCows]

You are welcome.

[@brianthomas1489]

Thanks for a good video.

[@ritalourdu6807]

Fantastic... Great job bro.

[@ShanesCows]

Thank you! Cheers!

[@joshuaowen4290]

I love your videos man!!! 👌👌👌👌

[@ShanesCows]

Thanks. 😻😻😻

[@sammymuchane6486]

Thank you mate!! Just closed a project coz of this...

[@ShanesCows]

Awesome 😎

[@uchennan]

great video! thanks

[@krack1925]

Very nice video.

[@kristerry619]

Excellent Video!

[@ShanesCows]

Thanks

[@brandi.bw_89]

Amazing instructions!

[@ShanesCows]

Thanks Brandi 🐶

[@alphaterraplayz4423]

Thank you, the video was really helpful

[@ShanesCows]

Awesome 😎

[@gabrielfuma4890]

Great video! thanks , very useful

[@ShanesCows]

😎 you are welcome

[@kavz2212]

Shane, your videos are really awesome, very easy to understand. Do you have any video which explains how to pull information from metadata columns in sharepoint lists

[@ShanesCows]

Do you mean mananged metadata columns? I don't :(

[@kibongepat]

Still helpfull in 2022!! thanks Shane!

[@ShanesCows]

Awesome Pat 🐶

[@HeatherRoseMusician]

Great video! Thanks for sharing :-)

[@ShanesCows]

Thanks for watching!

[@andrewpndavies]

Hi Shane. Great video. I want to make a simple report from a Microsoft list with images. Should I be using power bi? I kind of thought that functionality would be built into Microsoft lists.

[@mlazrak]

Thanks for this video : )

[@ShanesCows]

You are welcome. 👍

[@jl1399]

Shane if you organization does not allow you to change the settings in the browser you could still manually download the power bi report then upload this report to the SharePoint document library as a workaround correct?

[@karthikgandluru5442]

Thanks for the video

[@romeror1945]

Thank you. Great video

[@ShanesCows]

Glad to help. 😀

[@9871578881]

Nice video...Thanks Shane

[@ShanesCows]

You are welcome. Glad it helped. :)

[@BigBadBobCat]

Good job, helped me thankyou

[@ShanesCows]

Awesome 😎

[@tonykuiper9127]

Hi Shane... I know its probably been a while since you did power bi stuff however.... I would like to visualise content from a sharepoint lists. One list uses a lookup to the another list for one of its columns. I import both to power bi desktop, create a relationship etc which seems like it should work (one to many - master list supplying multiple uses of the lookup value to the table that I want to display ultimately), however the "lookup column" only every shows the ID. I tried selecting the origin list data but it shows nothing in the calculated fields in the chart etc. I'm missing some linking there but not sure what? In power apps its the "lookupbox.selected.value" type thing which shows correctly in Sharepoint etc so why not in Power BI?

[@MrTouqeerhameed]

I am very new in to it, but it help me alot...One thing that I am facing problem only, My sharepoint test list contain data in value field from (5000 to 25000) and power BI does not plot it correctly its talking value as Count of filed name...shows raging (0 to 1)...Can you explain how to plot on actual values..Thank you

[@SoyLuchoMontero]

Thanks for the video! I would suggest to make it more specific, that is.. avoid trying to explain how you created the report. I would say, that is a topic for another video. This one for me was more about how to link a power BI report to a sharepoint site and how to schedule a refresh. Also important is to mention that you can refresh it manually to see date you just entered into the sharepoint list. Greetings from Panama, Panama.

[@ShanesCows]

😀

[@tanujgupta3243]

Hi, many thanks for the tutorial. Can we apply filtering to the List and also how do we retrieve if the list grows to be more than 5000 items?

[@ShanesCows]

I am not a PBI expert sadly so I am not much help. 🤔

[@chewyeejoo9411]

Hi, is this method of connection can get the dynamic data that being updates daily to sharepoint?

[@kmuralikrishna1582]

Thank you so much Shane, I have a query here, where is the option if i want to refresh every 5 mins.. is there any advanced option.

[@ShanesCows]

Not sure. Did you in the connection settings? How often can you set the refresh there?

[@toanphamgia6620]

Hi Shane, Thanks a lot for your tutorials. I'm looking for a way to manage some small Access database on Sharepoint online and having some questions if you could help: Can I manage my MS Access database on MS sharepoint and input/update data using PowerApps? Then the data can be analysed using PowerBI? Appreciate your support...

[@ShanesCows]

Hi Toan - No, unfortunately, PowerApps does work with Access as a data source that I know of. Could you move to Azure SQL instead?

[@rayromych5534]

Thanks for this video. Got a question though - how can I filter data before its loaded to report from sharepoint list. As we know there is a limit of 5000 that we can load from SP so we would need to filter it.

[@ShanesCows]

Sorry I am slow. I am not very good at Power BI questions. 😢

[@nelsoncastillozapata]

Great Shane. Is it posiible with your example take less than an hour (10 minutes por example) to refresh ?? thanks a lot

[@ShanesCows]

I am not sure. I don't have it setup right now to check. What options does the dropdown offer that I show around 19:00 ?

[@nicholashughes8214]

Thanks really helpful

[@ShanesCows]

You are welcome 🙏

[@rohitnaval5589]

Very helpful, How do I enable my Microsoft Teams channel to share my Power BI report?

[@karthikgandluru5442]

Embedded in sharepoint online option is not available in file drop down in Power Bi, please me with this.

[@LowCode_Arvind]

Hello Shane, I have added a sharepoint online and published the report as dashboard. I have a query when i add an another list item then its not reflecting on dashboard. If i do hard refresh then work. Do we need to do any setup to load automatically latest data on pay load ? Thanks,

[@ShanesCows]

You can schedule the refresh.

[@ermiasbizuneh7052]

Wonderful!

[@ShanesCows]

Thanks 😊

[@subashk327]

thanks for sharing this

[@ShanesCows]

Happy to help!

[@stevemcc4447]

Thanks Shane. Great job! I am setting up this evening. If I have a task list, can I set it up so the customer sees only their projects and progress status? I could have about 20-30 different customers at a time viewing the dashboard but only see their items?

[@ShanesCows]

Steve that isn't something I have tried yet with PowerBI. If you want to email me shane at boldzebras we can exchange some ideas and see if I can be any help. Thanks

[@stevemcc4447]

Shane Young I sure will thanks Shane.

[@pllvgupta92]

Thank You so much Shane for the video. Just need more info like, if we can embed Power BI Dashboard in Sharepoint Online in any way?

[@ShanesCows]

Yes. I show that at the end of the video. You use the Power BI webpart on a modern page.

[@pllvgupta92]

Thanks Shane, but I was able to embed Power BI Report after watching your video, but not the Power BI "dashboards". I looked around for it on the internet, but could not find any way to embed dashboard on it.

[@davidyakubu7106]

Thanks for the Video Shane. I was eager to watch this video, but you can imagine how I felt (Our Discussion this morning!)... Chat later buddy

[@ShanesCows]

Yours is recorded and now I just need to produce it. You even get a shoutout.

[@ShanesCows]

Here you go David kzbin.info/www/bejne/h6avqX2IiZiAnsk

[@pallaveemishra1792]

Awesome :)

[@ShanesCows]

Thanks

[@JohnDoe-xe3cj]

Great, loads of info for just 20 minutes

[@ShanesCows]

Thanks😀

[@shinshae7882]

How to create modern SharePoint site analytics report using PowerBI?

[@rschmidt320]

Okay, this is great stuff and i like your vids. But how well does Power BI work with SharePoint on-premise? I have a bunch of engineers who want to display SharePoint list data as Pareto charts, but have developed a hatred of Excel. Power BI looks like a great option for us, but we use SharePoint 2010 at the moment (converting to SP2016 by years end).

[@ShanesCows]

I haven't set up on the on-prem gateway yet but you can look at it more here. powerbi.microsoft.com/en-us/documentation/powerbi-gateway-onprem/ It is on my list of things to play with. Might be worth you trying out. My only hesitation is I am not sure if it works with 2010 or not. 2010 and 2016 are very similar so I think there is at least a chance. Sorry, I don't know much more right now.

[@francisboyer6009]

Great tutorial Shane!! I did run into one problem: two of the columns on my SP list are names pulled from our Active Directory. The data is presented in PowerBI as an ID instead of the Name that is displayed on the SP list. I can't figure it out :(

[@ShanesCows]

Can you maybe do a Lookup to get the real name?

[@francisboyer6009]

@@ShanesCows The best I could do was have our IT download a copy of the table and then I linked that with the ID. They aren't sure how to give me access to the AD backend in SP and they won't give me access to the table in Outlook, but they said those IDs are unique to SP so there's no way to link tables :( For the time being, I've just changed the SP field to manual fill instead, but one fat finger could skew reports if I have two different spellings for the same person.

[@danielzaldivar4627]

Thank you for the video...just a question...how can i share that page to others on my organization? Do they need power bi in order to visualize on sharepoint?

[@ShanesCows]

Hi Daniel They will need a license to visualize it on SharePoint.

[@rbansal32]

@@ShanesCows thanks for sharing the video.....if we just want to share the sharepoint page with other users, then also they will require a power bi license? or sharepoint access is enough for them.

[@barnaliroy8703]

Hi, can you please tell me which license is required to build report from sharepoint online list because it is giving error - access forbidden and license assigned to user is - Power BI (free)

[@ShanesCows]

Sorry, I am not very good at Power BI licensing :(

[@littlegreendust]

Great video. Do you have to be a site collection admin to create these reports?

[@ShanesCows]

I don’t think so. 🤔

[@rohitnair5958]

Hi, I am facing issue with SP list data credential is showing invalid, I am using office 365 due to which data refresh is not working, it is working in desktop issue is only in web

[@ShanesCows]

Sorry, I am not sure. :(

[@yogesh.pandit]

Thank You!

[@ShanesCows]

No problem

[@ashokpershad]

Hi!! Shane , thanks for the video. Could you please let me know, how to get the Sharepoint list URL which you are posting in your video exactly at 4:40 seconds?

[@ShanesCows]

Hi, Ashok. That is my tenant URL. So for you, it might be company.sharepoint.com or something similar. Where do you go to access SharePoint today? That is the URL you want to use.

[@ashokpershad]

I tried same way but I am not able to get the list which I am looking for. Also is it possible to use the Excel sheet which I stored in SharePoint to develop the Power BI reports. Please let me know the steps to use Excel Sheet.Thank you

[@varungautam5331]

Hello nice video Will this bi be refreshed automatically when data gets modify in excel

[@ShanesCows]

That is configured on the PBI side not Power Apps so it depends.

[@gowrisankarpokuri]

I don't see Embed Link for SharePoint (Preview) menu option under File menu. Am I missing anything? Please suggest.

[@ShanesCows]

Not sure. I don’t have Power BI available right now. I will try to look soon.

[@mtamitolanga]

Hi Shane ... am I able to connect to multiple lists within multiple subsite but in the same site collection with Power BI and SharePoint on-prem.

[@ShanesCows]

I think so. Are you having problems?

[@mtamitolanga]

when I use the site collection URL in my connection then it does not retrieve the lists within the subsites. The only way I'm able to retrieve the list is when I enter the URL to the level of the subsite where it was created.

[@09krider]

Great guide thanks. I couldn't authenticate for Oauth2 - the pop up window just hangs with no message. :( My credentials for the other logins worked fine.

[@ShanesCows]

Hi Chris - Sorry for the slow response. Did you get this figured out?

[@09krider]

Shane Young no but will raise ticket with MS. They're really fast these days

[@littlesunshine2387]

Hello. I have a two column- comments and created by that contains text values I want to filter only those comments who entered by some specific user that belong to AD group. (This group has SharePoint access permission as members) I am checking by their name manually but I want some solution to filter the name only if user name is belong to that group. So that if new user come it should check automatically. Please reply if you can suggest or anyone in this chat. My datasource is SharePoint.

[@tubez29]

Hi Shane, I got all the steps, but PowerBI does not have Publishing to Sharepoint as an option anymore. Not sure if that was removed, or how else I can do this. Thanks.

[@ShanesCows]

Jose - I think it is a licensing level. Personal Power BI doesn't let you publish.

[@ShanesCows]

Does this work for you? powerbi.microsoft.com/en-us/blog/integrate-power-bi-reports-in-sharepoint-online/ Sorry, I don't do enough with PBI. :(

[@barra84]

Worked for me

[@malikkollegal3070]

Hi when pie chart publish to office 365 in site click on pie chart redirect to list and I want to hide Microsoft power bi logo will u help me

[@ShanesCows]

I don’t know what the question is?

[@leandrobello8130]

Perfect!

[@ShanesCows]

Thanks

[@leandrobello8130]

@@ShanesCows thanks for everything my friend.

[@frankleeying4349]

no one else plays SWGOH?? great video thanks for the share..

[@ShanesCows]

I know Frank. So sad for them. I just got my 7 star Malak to g11. :)

[@frankleeying4349]

@@ShanesCows damn! I was still working on building up my Old Repub team to get D.Revan Malek drops (i'm no where near) and you're whaling away it.. Congrats !! i'm guessing you've got bunch of analytics/cost analysis behind all it. if you do. Did you create a connection from Power bi to Swgoh.gg? and also if so is that something i'd be able to get a look at?

[@ShanesCows]

I started farming the OR real early guessing he was coming. No whale here. Just a hoarder who knew it was time use the hoard. No analytics yet but I should.

[@frankleeying4349]

@@ShanesCows well I guess Respect! vs Congrats is in order then :)

[@speedface6941]

Hi Shane ! i have this problem connecting my sharepoint list.. it appeared "Access to resources is forbidden". Could you or anyone help on this ? thanks !

[@ShanesCows]

Sounds like a security issue. 😔

[@wing0202]

You can go ( PowerBI -> File -> Options and setting -> Data source setting -> Editing permission ) try again to login with organizational account

[@Labyrinth_thoughts]

Is there any advanced video about the same topic

[@ShanesCows]

Not that I have made. 😬 I don't do as much PBI as I should. We have a full class on it but I don't think that is what you were looking for. training.powerapps911.com/courses/power-bi-102

[@slb2012wr]

Can you help me with my SharePoint . I am facing.. I am facing an issue in generating a report from the SharePoint list

[@ShanesCows]

What is or isn’t working?

[@georginacolalongo694]

Hi! I´m having an error when uploading adding the URL : Microsoft.Mashup.Engine1.Library.Resources.HttpResource: Request failed: OData Version: 3 and 4, Error: The remote server returned an error: (404) Not Found. (Not Found) OData Version: 4, Error: The remote server returned an error: (404) Not Found. (Not Found) OData Version: 3, Error: The remote server returned an error: (404) Not Found. (Not Found do u know what it might be? thanks

[@ShanesCows]

I have not had that error. My first guess is it is having issues communicating with your on-prem data?

[@gregmohrman3396]

I'm getting an error code 406 -- 'OLE DB or ODBC error: [DataSource.Error] SharePoint: Request failed: The remote server returned an error: (406) Not acceptable. (The HTTP header ACCEPT is missing or its value is invalid.). OLE DB or ODBC error: Exception from HRESULT: 0x80040E4E. OLE DB or ODBC error: Exception from HRESULT: 0x80040E4E. '. Any ideas??

[@joelgeorgeejoseph]

Shane, how about starting a tutorial on PowerBI?

[@ShanesCows]

kzbin.info/www/bejne/gp-wdnWqepp_btU Allison from my team taught me some PBI. We also have a free intro class on PBI now. :) training.powerapps911.com/collections/power-bi I wish I knew enough PBI to make more awesome content.

[@mikedelacruz4939]

Hi Shane. Good morning. I followed your instruction and am trying to Get Data from a Sharepoint List thru URL site magsaysay.sharepoint.com. However, upon clicking OK button I would get an 'Unable to connect' message, access to the resource is forbidden. Could it be just an access right thing? I tried using the direct link for my Sharepoint list but to no avail. Appreciate your thoughts please. Thank you in advance.

[@ShanesCows]

Yeah Mike sounds like you don’t have permissions. Maybe IT messing with you?

[@morpk1]

hey Shane, this Monday i'm going for my 70-347 exam it's my first ever Microsoft exam, any tips?

[@ShanesCows]

Don't be nervous. You got this! :)

[@morpk1]

hey shane just thought i would swing an update by you. I passed my 70-347 :)

[@ShanesCows]

Congrats. That is awesome.

[@martinlbt7686]

power BI and SWGOH... this can't get any better lol

[@ShanesCows]

Surprised more people don’t catch that. I have 5.7 million GP at this point. 😍

[@dandysixties]

@@ShanesCows 5.3 here. awesome you keep playing after so many years lol