SharePoint 365: Integrating with PowerBI

Learn how Power BI can be integrated into SharePoint 365 to create interactive and data-rich reports.

Learn how to combine the visualization tools in Power BI with the collaborative power of SharePoint 365 to uncover more valuable insights from your data. In this course, Bill Kulterman explores how Power BI can be integrated into SharePoint to create interactive and data-rich reports. Learn how to connect to data in lists and libraries, and combine data from multiple locations throughout SharePoint. Bill then shows how to transform the data into stunning charts and visualizations, and publish your reports via Power BI services. Finally, he shows how to add a new page to your SharePoint site and embed the reports, so they are easy to access by everyone at your organization.

Introduction

• Welcome
• What you need to know
• Exercise files

1. Getting to Know Power BI

• Tour of Power BI Desktop
• Tour of Power BI services

2. Connect to Data in a SharePoint Library

• Connect to data in a SharePoint folder
• Add a custom column
• Create a stacked column chart
• Add a doughnut chart
• Add a multi-row card
• Create a measure
• Add a matrix
• Edit interactions

3. Connect to Data in a SharePoint Online List

• Connect to a SharePoint Online list
• Edit the queries
• Create a map visualization
• Publish a report to Power BI services

4. Connect to Data in SharePoint with Power BI Services

• Data sources in Power BI services
• Connect to data with Power BI services
• Create a report in Power BI services

5. Connect to Data from Multiple Sources in SharePoint

• Combine from SharePoint
• Manage relationships between the data
• Add more data to the report
• Publish the report to Power BI services

6. Embed a Report on a SharePoint Page

• Create a page in SharePoint for a report
• Embed the report in SharePoint
• Add a link to a page

Conclusion

• Next steps