Automate Power BI from SharePoint Folder: Never Refresh Manually Again!

Tired of manually uploading data to Power BI every time your SharePoint folder updates? This video shows you the ultimate solution: connecting Power BI directly to a SharePoint folder for fully automated data refreshes! Say goodbye to repetitive tasks and hello to always-current reports.
Allison Gonzalez, a Microsoft Certified Trainer, walks you through the simplest and most efficient way to pull multiple files (like Excel workbooks) from a SharePoint folder into Power BI Desktop, ensuring your reports update automatically without needing an on-premise data gateway.

In this Power BI & SharePoint tutorial, you'll learn:

✅ The Key Advantage: Why connecting to a SharePoint folder eliminates the need for a data gateway compared to local folders.
✅ Correct URL Extraction: How to get the precise SharePoint site URL for a successful connection.
✅ Power BI Connection: Step-by-step guide to using the 'SharePoint folder' connector in Power BI Desktop.
✅ Data Transformation: Efficiently filter your data to target specific folders and combine multiple files (e.g., Excel workbooks) into a single, unified dataset in Power Query.
✅ Future-Proofing: How to set up your report to automatically incorporate new files added to your SharePoint folder.
✅ Live Demonstration: See how to test your automation by adding a new file to SharePoint and refreshing your Power BI report.
✅ This method is a game-changer for anyone managing dynamic data stored on SharePoint. Ensure your Power BI reports are always up-to-date with minimal effort, freeing you up to focus on analysis rather than data preparation.

⏰ TIMESTAMPS
🕒 00:00 - From Manual Work to Real-Time Reports!
🕒 01:14 - The #1 Mistake: Finding the Correct SharePoint Site URL
🕒 02:40 - Connecting Power BI to Your SharePoint Folder
🕒 05:12 - Using Power Query to Isolate Your Sales Data Folder
🕒 07:18 - How to Combine All Your Files with One Click
🕒 10:04 - Cleaning & Transforming Your Automated Dataset
🕒 12:23 - The Final Test: Proving Your Automation Works


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