Connecting external Financial Statements to OdataLink: Difference between revisions
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Revision as of 01:10, 8 October 2024
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.
- 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.