Connecting external Financial Statements to OdataLink: Difference between revisions
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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. | ||
[[File:get_data_sharepoint.png|right| | [[File:get_data_sharepoint.png|right|250px|]] | ||
[[File: | [[File:get_data_sharepoint_excel.png|right|250px|]] | ||
[[File:excel_login_sharepoint.png|right| | [[File:excel_login_sharepoint.png|right|250px|]] | ||
[[File:Pbi login sharepoint.png|right| | [[File:Pbi login sharepoint.png|right|250px|]] | ||
[[File:transform_data.png|right| | [[File:transform_data.png|right|250px|]] | ||
</gallery></div> | |||
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== 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. | ||
Revision as of 01:33, 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.
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- 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.