Microsoft Power BI and SharePoint are flexible cloud-based collaborative data management solutions that have revolutionized business intelligence. Microsoft Power BI is a business analytics service that filters and transforms raw data into insights which you are allowed to share as you please.
SharePoint is a Microsoft web content platform where team members can exchange data and work together. It is essential to how modern organizations manage and distribute their BI content.
Integrating both tools equips users with a high level of flexibility and functionality while executing tasks. It also enhances the way users adopt and engage data with work, essentially becoming a win-win situation for all members.
How You Use Power BI for Additional SharePoint Reporting
1. Get power BI desktop
If you don’t have the tool, download the desktop version instead of getting the paid version since you can still create a dashboard with it. After downloading and installing, sign in with your Office 365 details
2. Import SharePoint data
Select the type of data you want to import. You then load it. Proceed to edit it; of course, you can create the visuals that suit you. This aspect might require a bit of proficiency, as it is admittedly technical. So you might need to hire the services of professionals who can provide quality power BI training that would better equip you to handle this.
3. Publish your report
After editing and transforming the data, you will have to use the paid version of Power BI. This is because the desktop version does not allow sharing. Therefore, the only way to use SharePoint is to use power BI online. You will have to select the type of workspace where you want to publish the reports: group or private or group. Your choice depends on your needs
Once this is done, you can readily transform the report into a dashboard of your choice (you can create yours if the options present are not good enough).
4. Refresh (automated)
It would help if you refreshed your dashboard automatically. Schedule an automated refresh by finding your dataset, selecting the refresh option, and refresh frequency. This allows you to determine how and when the data should refresh.
After refreshing your dashboard, it becomes functional and can easily be shared any way you please. Click on the report file menu and select “publish to web“. You will be given an embedded code which you then paste in a blog, website or email it as a URL
The report can also be embedded in SharePoint online or any other website or portal. It could also be exported to power BI desktop or PowerPoint. It is up to the user. You will make better use of the tips shared here if you get quality power bi training from seasoned IT consultants.
Using Power BI for additional SharePoint reporting will take you to information heaven when handled professionally. ECP Group’s experts are proven professionals and industry leaders as far as Microsoft Power BI governance and consulting services go. Let these top-notch Microsoft specialists meet your needs. Schedule a call today and get prepared to be marveled!