Connecting external Financial Statements to OdataLink

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>

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Import Data from SharePoint

1. To import data from SharePoint into Excel, go to Data > Get Data > From Other Sources > From Web.
2. To import data from SharePoint into PowerBI, go to Get Data > More... > SharePoint Folder.
3. Enter the URL to your SharePoint site.
4. You may be asked to login to access data from SharePoint. Login using your Microsoft account / Organization account.
5. Transform Data dialog box will open listing all the files in your SharePoint library. Click on Transform Data
6. Locate the file and click on Binary.
7. Transform the data accordingly and click on "Load".
8. The data will be loaded to your Data Model.