Power BI and SharePoint: A Comprehensive Guide to Integration and Collaboration

Disclaimer: This content is provided for informational purposes only and does not intend to substitute financial, educational, health, nutritional, medical, legal, etc advice provided by a professional.

Introduction

Power BI and SharePoint are two powerful tools that can greatly enhance your organization's data communication and collaboration capabilities. In this comprehensive guide, we will explore the various ways you can integrate and collaborate with Power BI and SharePoint to maximize the value of your data.

Power BI Desktop OneDrive and SharePoint integration

One of the key features of Power BI Desktop is its integration with OneDrive for Business and SharePoint. This integration allows you to open, save, and share Power BI files directly from OneDrive and SharePoint.

To enable this integration, follow these steps:

Enable sharing links to Power BI files in OneDrive and SharePoint
How to enable Power BI Desktop and SharePoint integrations
Open Power BI files stored in OneDrive and SharePoint
Save Power BI files to OneDrive and SharePoint
Change the default save location
Share links to Power BI files stored in OneDrive or SharePoint
Prerequisites to sharing a report from Power BI Desktop
Considerations and limitations

By integrating Power BI with OneDrive and SharePoint, you can easily collaborate on reports, reduce file save load time, and take advantage of features such as version history, audit logs, sensitivity labels, and encryption.

Embed a report web part in SharePoint Online

Another powerful integration between Power BI and SharePoint is the ability to embed interactive Power BI reports in SharePoint Online pages. This allows you to seamlessly incorporate data visualizations into your SharePoint sites, providing easy access to key insights for your team.

To embed a report web part in SharePoint Online, follow these steps:

Requirements
Embed your report
Grant access to reports
Multifactor authentication
Web part settings
Reports that don't load
Licensing
Known issues and limitations

With the report web part, you can display Power BI reports directly within your SharePoint Online pages, allowing users to interact with the data and gain valuable insights.

Create a report on a SharePoint List in Power BI Desktop

If your organization utilizes SharePoint Lists to store data, you can transform this data into a Power BI report for in-depth analysis and visualization. This integration between Power BI Desktop and SharePoint Lists enables you to leverage the power of Power BI to gain actionable insights from your SharePoint data.

To create a report on a SharePoint List in Power BI Desktop, follow these steps:

Part 1: Connect to your SharePoint List
Part 2: Create a report

By connecting Power BI Desktop to your SharePoint List, you can unlock the full potential of your data and create visually stunning reports that provide valuable insights to your organization.

Integrate Power BI reports in SharePoint Online

SharePoint Online is a critical part of many organizations' data communication and dissemination strategy. With the integration of Power BI reports in SharePoint Online, you can easily include Power BI content in your SharePoint sites, allowing for seamless collaboration and data-driven decision-making.

To integrate Power BI reports in SharePoint Online, follow these steps:

Power Platform
Browse
Downloads
Learn

By leveraging the power of Power BI reports in SharePoint Online, you can enhance collaboration, enable embedded analytics, and provide valuable insights to your organization.

View Power BI files in OneDrive and SharePoint

Once you have saved your Power BI files to OneDrive and SharePoint, you can easily view and interact with them directly from these platforms. This allows for seamless access to your Power BI files and ensures that you can always stay up to date with the latest insights.

To view Power BI files in OneDrive and SharePoint, follow these steps:

Enable viewing Power BI files in OneDrive and SharePoint
Open a Power BI file stored in a OneDrive or SharePoint library
Share a link to the report with others
Change the page view
Set high-contrast colors
View saved bookmarks
Rename the file
Download a copy
Open a report in preview mode
Version history
Prerequisites to viewing report in OneDrive and SharePoint
Considerations and limitations
Semantic model mode

By viewing your Power BI files in OneDrive and SharePoint, you can easily collaborate on reports, access version history, and customize your viewing experience.

Conclusion

Power BI and SharePoint are powerful tools that, when integrated and used together, can greatly enhance your organization's data communication, collaboration, and decision-making capabilities. By following the steps outlined in this guide, you can unlock the full potential of these tools and empower your organization with valuable insights.