Connecting external Financial Statements to OdataLink - Revision history

Ash: Removing this page

2024-11-04T01:12:39Z

Removing this page

← Older revision		Revision as of 20:12, 3 November 2024
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	~~== Overview ==~~
	~~[[File:get_data_sharepoint_excel.png\|thumb\|right\|250px\|Excel Get Data]]~~
	~~[[File:get_data_sharepoint.png\|thumb\|right\|250px\|PowerBI Get Data]]~~
	~~[[File:excel_login_sharepoint.png\|thumb\|right\|250px\|Login to SharePoint]]~~
	~~[[File:Pbi login sharepoint.png\|thumb\|right\|250px\|Login to SharePoint]]~~
	~~[[File:transform_data.png\|right\|thumb\|right\|Transform Data]]~~

	~~Financial statements such as recurring Bank statements can be essential to improve insights within your reports.~~

	~~These statements can be downloaded manually or automated to update frequently.~~


	~~== Import Data from SharePoint ==~~
	~~# To import data from SharePoint into '''Excel''', go to '''Data > Get Data > From Other Sources > From Web'''.~~
	~~# To import data from SharePoint into '''PowerBI''', go to '''Get Data > More... > SharePoint Folder'''.~~
	~~# Enter the URL to your SharePoint site.~~
	~~# You may be asked to login to access data from SharePoint. Login using your Microsoft account / Organization account.~~
	~~# Transform Data dialog box will open listing all the files in your SharePoint library. Click on '''Transform Data'''~~
	~~# '''Power Query Editor''' Dialog box will appear. Locate the file and click on '''Binary''' in the '''Content''' column.~~
	~~# Transform the data accordingly and click on "Load".~~
	~~# The data will be loaded to your Data Model.~~

Ash at 06:36, 8 October 2024

2024-10-08T06:36:36Z

@@ Line 1: / Line 1: @@
 == Overview ==
 Financial statements such as recurring Bank statements can be essential to improve insights within your reports.
@@ Line 5: / Line 10: @@
 These statements can be downloaded manually or automated to update frequently.
 == Import Data from SharePoint ==

Ash at 06:33, 8 October 2024

2024-10-08T06:33:24Z

← Older revision		Revision as of 01:33, 8 October 2024
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	These statements can be downloaded manually or automated to update frequently.		These statements can be downloaded manually or automated to update frequently.
	~~<div style="float: right;">~~
	[[File:get_data_sharepoint.png\|right\|~~300px~~\|]]		[[File:get_data_sharepoint.png\|right\|250px\|]]
	[[File:~~get_data_sharepoint~~.png\|right\|~~300px~~\|]]		[[File:get_data_sharepoint_excel.png\|right\|250px\|]]
	[[File:excel_login_sharepoint.png\|right\|~~300px~~\|]]		[[File:excel_login_sharepoint.png\|right\|250px\|]]
	[[File:Pbi login sharepoint.png\|right\|~~300px~~\|]]		[[File:Pbi login sharepoint.png\|right\|250px\|]]
	[[File:transform_data.png\|right\|~~300px\|]]~~		[[File:transform_data.png\|right\|250px\|]]
	~~[[File:select_tables_Power_query_editor.png\|right\|150px~~\|]]		</gallery></div>
	</div>
			<br \>

	== Import Data from SharePoint ==		== Import Data from SharePoint ==
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	# You may be asked to login to access data from SharePoint. Login using your Microsoft account / Organization account.		# You may be asked to login to access data from SharePoint. Login using your Microsoft account / Organization account.
	# Transform Data dialog box will open listing all the files in your SharePoint library. Click on '''Transform Data'''		# Transform Data dialog box will open listing all the files in your SharePoint library. Click on '''Transform Data'''
	# Locate the file and click on '''Binary'''.		# '''Power Query Editor''' Dialog box will appear. Locate the file and click on '''Binary''' in the '''Content''' column.
	# Transform the data accordingly and click on "Load".		# Transform the data accordingly and click on "Load".
	# The data will be loaded to your Data Model.		# The data will be loaded to your Data Model.

Ash at 06:10, 8 October 2024

2024-10-08T06:10:56Z

← Older revision		Revision as of 01:10, 8 October 2024
Line 8:		Line 8:
	[[File:get_data_sharepoint.png\|right\|300px\|]]		[[File:get_data_sharepoint.png\|right\|300px\|]]
	[[File:excel_login_sharepoint.png\|right\|300px\|]]		[[File:excel_login_sharepoint.png\|right\|300px\|]]
	[[File:Pbi login sharepoint.png\|right\|300px\|]		[[File:Pbi login sharepoint.png\|right\|300px\|]]
	[[File:transform_data.png\|right\|300px\|]		[[File:transform_data.png\|right\|300px\|]]
	[[File:select_tables_Power_query_editor.png\|right\|150px\|]]		[[File:select_tables_Power_query_editor.png\|right\|150px\|]]
	</div>		</div>

Ash at 06:10, 8 October 2024

2024-10-08T06:10:39Z

← Older revision		Revision as of 01:10, 8 October 2024
Line 4:		Line 4:

	These statements can be downloaded manually or automated to update frequently.		These statements can be downloaded manually or automated to update frequently.
	<div style="float:right"~~><ul~~>		<div style="float: right;">
	~~<li style="display: inline-block;">~~ [[File:get_data_sharepoint.png\|300px\|~~thumb\|right~~]] ~~</li>~~		[[File:get_data_sharepoint.png\|right\|300px\|]]
	~~<li style="display: inline-block;">~~ [[File:get_data_sharepoint.png\|300px\|~~thumb\|right~~]] ~~</li>~~		[[File:get_data_sharepoint.png\|right\|300px\|]]
	~~<li style="display: inline-block;">~~ [[File:excel_login_sharepoint.png\|300px\|~~thumb\|right~~]] ~~</li>~~		[[File:excel_login_sharepoint.png\|right\|300px\|]]
	~~<li style="display: inline-block;">~~ [[File:~~pbi_login_sharepoint~~.png\|300px\|~~thumb\|right~~] ~~</li>~~		[[File:Pbi login sharepoint.png\|right\|300px\|]
	~~<li style="display: inline-block;">~~ [[File:transform_data.png\|300px\|~~thumb\|right~~] ~~</li>~~		[[File:transform_data.png\|right\|300px\|]
	~~<li style="display: inline-block;">~~ [[File:select_tables_Power_query_editor.png\|150px\|~~thumb\|right~~]] ~~</li>~~		[[File:select_tables_Power_query_editor.png\|right\|150px\|]]
	~~</ul>~~</div>		</div>

	== Import Data from SharePoint ==		== Import Data from SharePoint ==

Ash at 06:05, 8 October 2024

2024-10-08T06:05:50Z

← Older revision		Revision as of 01:05, 8 October 2024
Line 4:		Line 4:

	These statements can be downloaded manually or automated to update frequently.		These statements can be downloaded manually or automated to update frequently.
	<~~gallery perrow~~=2>		<div style="float:right"><ul>
	[[File:get_data_sharepoint.png\|300px\|thumb\|right]]		<li style="display: inline-block;"> [[File:get_data_sharepoint.png\|300px\|thumb\|right]] </li>
	[[File:~~get_data_sharepoint_excel~~.png\|300px\|thumb\|right]]		<li style="display: inline-block;"> [[File:get_data_sharepoint.png\|300px\|thumb\|right]] </li>
	[[File:excel_login_sharepoint.png\|300px\|thumb\|right]]		<li style="display: inline-block;"> [[File:excel_login_sharepoint.png\|300px\|thumb\|right]] </li>
	[[File:pbi_login_sharepoint.png\|300px\|thumb\|right]]		<li style="display: inline-block;"> [[File:pbi_login_sharepoint.png\|300px\|thumb\|right] </li>
	[[File:transform_data.png\|300px\|thumb\|right]]		<li style="display: inline-block;"> [[File:transform_data.png\|300px\|thumb\|right] </li>
	[[File:select_tables_Power_query_editor.png\|150px\|thumb\|right]]		<li style="display: inline-block;"> [[File:select_tables_Power_query_editor.png\|150px\|thumb\|right]] </li>
	<~~gallery~~>		</ul></div>

	== Import Data from SharePoint ==		== Import Data from SharePoint ==

Ash at 05:58, 8 October 2024

2024-10-08T05:58:00Z

← Older revision		Revision as of 00:58, 8 October 2024
Line 4:		Line 4:

	These statements can be downloaded manually or automated to update frequently.		These statements can be downloaded manually or automated to update frequently.
	[[File:get_data_sharepoint.png]]		<gallery perrow=2>
	[[File:~~transform_data~~.png]]		[[File:get_data_sharepoint.png\|300px\|thumb\|right]]
	[[File:~~select_tables_Power_query_editor~~.png]]		[[File:get_data_sharepoint_excel.png\|300px\|thumb\|right]]
	[[File:~~select_tables_Power_query_editor~~.png]]		[[File:excel_login_sharepoint.png\|300px\|thumb\|right]]
	[[File:select_tables_Power_query_editor.png]]		[[File:pbi_login_sharepoint.png\|300px\|thumb\|right]]
			[[File:transform_data.png\|300px\|thumb\|right]]
			[[File:select_tables_Power_query_editor.png\|150px\|thumb\|right]]
			<gallery>

	== Import Data from SharePoint ==		== Import Data from SharePoint ==

Ash: added new wiki page - importing data from sharepoint

2024-10-08T05:53:15Z

added new wiki page - importing data from sharepoint

New page

== Overview ==

Financial statements such as recurring Bank statements can be essential to improve insights within your reports.

These statements can be downloaded manually or automated to update frequently.
[[File:get_data_sharepoint.png]]
[[File:transform_data.png]]
[[File:select_tables_Power_query_editor.png]]
[[File:select_tables_Power_query_editor.png]]
[[File:select_tables_Power_query_editor.png]]

== Import Data from SharePoint ==
# To import data from SharePoint into '''Excel''', go to '''Data > Get Data > From Other Sources > From Web'''.
# To import data from SharePoint into '''PowerBI''', go to '''Get Data > More... > SharePoint Folder'''.
# Enter the URL to your SharePoint site.
# You may be asked to login to access data from SharePoint. Login using your Microsoft account / Organization account.
# Transform Data dialog box will open listing all the files in your SharePoint library. Click on '''Transform Data'''
# Locate the file and click on '''Binary'''.
# Transform the data accordingly and click on "Load".
# The data will be loaded to your Data Model.

← Older revision		Revision as of 01:10, 8 October 2024
Line 8:		Line 8:
	[[File:get_data_sharepoint.png\|right\|300px\|]]		[[File:get_data_sharepoint.png\|right\|300px\|]]
	[[File:excel_login_sharepoint.png\|right\|300px\|]]		[[File:excel_login_sharepoint.png\|right\|300px\|]]
	[[File:Pbi login sharepoint.png\|right\|300px\|]		[[File:Pbi login sharepoint.png\|right\|300px\|]]
	[[File:transform_data.png\|right\|300px\|]		[[File:transform_data.png\|right\|300px\|]]
	[[File:select_tables_Power_query_editor.png\|right\|150px\|]]		[[File:select_tables_Power_query_editor.png\|right\|150px\|]]
	</div>		</div>