Wednesday, January 8, 2025

Power BI - How to connect to an excel file in your sharepoint or teams

  1.  Open file in sharepoint
  2. Open file in excel
  3. Go to File>Info>Copy Path
    1. It will look like this 
    2. https://mysite.sharepoint.com/sites/Shared%20Documents/myfile.csv?web=1
  4. Remove the ?web=1 so the link looks like this
    1. https://mysite.sharepoint.com/sites/Shared%20Documents/myfile.csv
  5. In power BI>Get Data>Web>Enter this address>enter your login info
  6. When you try to update the semantic model in power BI, you'll get another error saying credentials are missing
    1. Click on the semantic model>three dots>settings
    2. Data source credentials>Look for your web data sources
      1. Authentication method = OAuth2
      2. Privacy Level = Private
      3. It will prompt for your user credentials
      4. Data source will now be active

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