Publish Power BI report and export it to SharePoint site

Problem Statement:

After developing reports in Power BI, how to export it to SharePoint site. (Part 1)

Solution:

Power BI provide unique URL for every report developed under it. We have to used that URL to export Power BI report in web application.

Following are the steps to export the reports from Power BI to SharePoint (or any web application):

Step 1: Once you developed reports, go to "Home" tab and click on "Publish" button.

Step 2: After successful publishing, "Success" window will appear. In same window, you will get link to open report online. Click on that link.

Step 3: After opening report online, click on "File" menu then select "Publish to web".
(If your using SharePoint 2016, then click on "Embed in SharePoint" option, copy the link  and update in newly introduce web-part for Power BI).

Step 4: Copy iframe URL.

Step 5: Now go to SharePoint site, edit page where you want to show Power BI report. Click on "Edit Source", paste iframe URL (copy in Step 4).

Step 6: and save the page. Power BI report will get display as shown in below screen shot.

Note: In SharePoint 2016, new web-part is introduce for displaying Power BI reports. So for that, you can directly copy & paste first URL show in Step 4.

Developed Power BI reports using SharePoint list data

Problem Statement:

Our one of the customer using SharePoint 2013 On-Premise version and they want to generate report from SharePoint list data using Power BI reporting tool.

Solution:

Power BI is quite simple reporting tool to use. Here, I am developing one small report in Power BI using SharePoint list data, where end user can view all open and close cases in Pie Chart.

Prerequisite:

• Create SharePoint list and add some dummy data

Following are the steps to connect SharePoint list and generate Chart:

Step 1: Open Power BI (I am using Power BI desktop version) and go to Home tab. Inside Home tab, select "Get Data" and click on "More...". (You will get all the data source list which you can integrate with Power BI.)

Step 2: Choose "SharePoint Online List" and click on "Choose" button.

Step 3: Popup will appear. Enter SharePoint site URL and click on "Ok" button.

Step 4: Next popup window will ask for type of authentication and credentials. (Based on your authentication type choose proper tab and enter details.)

Step 5: Once you successfully connect to SharePoint site then next "Navigator" popup will showcase you all the lists present in SharePoint site. Choose proper list(s) based on which you have to generate reports in Power BI. After selection of list, click on "Load" button.

Step 6: Blank Power BI page will get open with Visualizations and Fields on left hand side.

Step 7: Choose type of graph from Visualizations window (Here, I choose Clustered Column chart graph) and drag & drop columns as per you requirement (Here, I choose "Department" & "ID1" column for "Axis" & "Value" respectively).
As shown in following screen, graph is ready for end user.

Note: We can also change color, legend, tool-tip etc from visualization widow.