Connecting external Financial Statements to OdataLink: Difference between revisions

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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.
<div style="float:right"><ul>
<li style="display: inline-block;"> [[File:get_data_sharepoint.png|300px|thumb|right]] </li>
<li style="display: inline-block;"> [[File:get_data_sharepoint.png|300px|thumb|right]] </li>
<li style="display: inline-block;"> [[File:excel_login_sharepoint.png|300px|thumb|right]] </li>
<li style="display: inline-block;"> [[File:pbi_login_sharepoint.png|300px|thumb|right] </li>
<li style="display: inline-block;"> [[File:transform_data.png|300px|thumb|right] </li>
<li style="display: inline-block;"> [[File:select_tables_Power_query_editor.png|150px|thumb|right]] </li>
</ul></div>
== 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