Connecting external Financial Statements to OdataLink: Difference between revisions
Jump to navigation
Jump to search
mNo edit summary |
mNo edit summary |
||
| Line 1: | Line 1: | ||
== Overview == | == 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. | 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. | These statements can be downloaded manually or automated to update frequently. | ||
== Import Data from SharePoint == | == Import Data from SharePoint == | ||
Revision as of 01:36, 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
- 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.