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Use SharePoint to Keep Your Power BI Reports Up-to-Date! | SharePoint From Folder in Power BI
Make your Power BI refresh itself—no gateways, no manual uploads. In this step‑by‑step tutorial you’ll learn how to use the SharePoint Folder connector to pull multiple Excel files from SharePoint, combine them in Power Query, and set up automatic scheduled refreshes in the Power BI Service. We’ll cover copying the correct site URL, filtering to the right folder, appending files, cleaning the data model, and validating the process with a live refresh test. Perfect for anyone who wants cloud‑based, always‑current reports and faster business‑intelligence workflows with SharePoint and Power BI.
👉 On-Demand Learning - Start With The FREE Community Plan: https://prag.works/odl-trial-yt
🔗Pragmatic Works On-Demand Learning Packages: https://pragmaticworks.com/pricing/
🔗Pragmatic Works Boot Camps: https://pragmaticworks.com/boot-camps/
🔗Pragmatic Works Hackathons: https://pragmaticworks.com/private-training/hackathons/
🔗Pragmatic Works Virtual Mentoring: https://pragmaticworks.com/virtual-mentoring/
🔗Pragmatic Works Enterprise Private Training: https://pragmaticworks.com/private-training/customized-enterprise-training/
🔗Pragmatic Works Blog: http://blog.pragmaticworks.com/
00:00 - Intro & SharePoint Advantages
00:35 - Local Folder vs SharePoint Connector
01:17 - Copying the Correct Site URL
02:04 - Exploring Sales Data Files
02:46 - Connecting to SharePoint Folder in Power BI
03:38 - Authentication & Preview Options
05:20 - Filtering for the Sales Data Folder
07:04 - Combining Excel Files
08:42 - Cleaning & Reviewing Data
10:06 - Loading to Desktop & Visual Setup
10:38 - Adding a New File for Refresh Test
12:48 - Refresh Success & Wrap‑Up
Let's connect:
✔️Discord: https://prag.works/yt-discord
✔️Facebook: https://prag.works/yt-fb
✔️Instagram: https://prag.works/yt-insta
✔️LinkedIn: https://prag.works/yt-li
Pragmatic Works
7175 Hwy 17, Suite 2 Fleming Island, FL 32003
Phone: (904) 638-5743
Email: training@pragmaticworks.com
#PragmaticWorks
Видео Use SharePoint to Keep Your Power BI Reports Up-to-Date! | SharePoint From Folder in Power BI канала Pragmatic Works
👉 On-Demand Learning - Start With The FREE Community Plan: https://prag.works/odl-trial-yt
🔗Pragmatic Works On-Demand Learning Packages: https://pragmaticworks.com/pricing/
🔗Pragmatic Works Boot Camps: https://pragmaticworks.com/boot-camps/
🔗Pragmatic Works Hackathons: https://pragmaticworks.com/private-training/hackathons/
🔗Pragmatic Works Virtual Mentoring: https://pragmaticworks.com/virtual-mentoring/
🔗Pragmatic Works Enterprise Private Training: https://pragmaticworks.com/private-training/customized-enterprise-training/
🔗Pragmatic Works Blog: http://blog.pragmaticworks.com/
00:00 - Intro & SharePoint Advantages
00:35 - Local Folder vs SharePoint Connector
01:17 - Copying the Correct Site URL
02:04 - Exploring Sales Data Files
02:46 - Connecting to SharePoint Folder in Power BI
03:38 - Authentication & Preview Options
05:20 - Filtering for the Sales Data Folder
07:04 - Combining Excel Files
08:42 - Cleaning & Reviewing Data
10:06 - Loading to Desktop & Visual Setup
10:38 - Adding a New File for Refresh Test
12:48 - Refresh Success & Wrap‑Up
Let's connect:
✔️Discord: https://prag.works/yt-discord
✔️Facebook: https://prag.works/yt-fb
✔️Instagram: https://prag.works/yt-insta
✔️LinkedIn: https://prag.works/yt-li
Pragmatic Works
7175 Hwy 17, Suite 2 Fleming Island, FL 32003
Phone: (904) 638-5743
Email: training@pragmaticworks.com
#PragmaticWorks
Видео Use SharePoint to Keep Your Power BI Reports Up-to-Date! | SharePoint From Folder in Power BI канала Pragmatic Works
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7 мая 2025 г. 15:00:01
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