SharePoint-Excel-Power BI Apps Configuration

🔗 How to Connect Your Data to Our Power BI Apps

Step 1: Prepare Your Excel File

• Open the Semantic Model to view supported tables.

• Structure your Excel sheets to match these tables exactly.

• Make sure:
• Column names in your Excel match those in the semantic model.
• Sheet names in Excel match the table names from the model.

📌 Consistency is key - mismatches will cause errors.

Step 2: Initiate Data Connection

• In the Power BI app, click on "Connect your data".

Step 3: Locate the Excel File in SharePoint

• Open your SharePoint folder where the Excel file is stored.

• Select the file and click "Details" to find the file path.

• Click on the Path to copy the URL.

Step 4: Enter the SharePoint Path

• Paste the path in the SharePoint URL parameter field in Power BI.

• Click on Next.

✅ Step 5: Sign in and Connect

• Click on Sign in and connect.

• Use your credentials to sign in and connect the data.

✅ You’re all set! The app will now reflect data from your Excel file.