Instructions

a) In Power BI, Get Data and click More at the bottom of the menu. The Sharepoint Folder option pops up in the right hand side. In Excel, go to Data, then Get Data and then From File. From Sharepoint Folder is at the bottom of the menu list.

b) Put in the root URL of the Sharepoint folder that you want to connect to (see slide to the right)

c) Power BI may then ask you to sign in to Sharepoint. Select the Microsoft Account option on the left hand side of the pop up menu and click Sign In. If this doesn’t work then contact your IT team.

d) The Navigation menu should then pop up showing a list of all the files in Sharepoint underneath that root URL. Select Transform Data to be brought into the PowerQuery Editor.

e) To select the folder that you want, scroll to the far right of the Power Query Editor to see a column called [Folder Path]. Select the drop down menu and then either search manually through the folder pathway list or use the Text Filters option to tell Power BI the text string of the final folder using the ‘Contains’ option.

Instructions

a) A root URL IS NOT the actual folder address you want to connect to but the parent folder of the folder you want to connect to. Sharepoint root URLs should generally look something like this:

https://companyname.sharepoint.com/sites/site-name/

b) The ‘companyname’ part should be the name of your company, while the site-name will often by a department site like ‘Finance’ or ‘IT’. IT teams or whoever administers Sharepoint will probably restrict access different site and therefore make sure you’ve got access to the Sharepoint site before you try to connect through Power BI. Don’t use ‘www.’ and don’t forget to put the ‘/’ at the end of the root URL.