Difference between revisions of "Connecting external Financial Statements to OdataLink"

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== 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.
These statements can be downloaded manually or automated to update frequently.
== 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'''
# '''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.
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