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

Connecting external Financial Statements to OdataLink (view source)

1,308 bytes removed , 3 November

m

Removing this page

Write

272

edits

@@ Line 1: / Line 1: @@
-== 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.