Difference between revisions of "Connecting external Financial Statements to OdataLink"

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-== 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.
-<gallery perrow=2>
-[[File:get_data_sharepoint.png|300px|thumb|right]]
-[[File:get_data_sharepoint_excel.png|300px|thumb|right]]
-[[File:excel_login_sharepoint.png|300px|thumb|right]]
-[[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 ==
-# 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.

Latest revision as of 20:12, 3 November 2024