Thursday 8 June 2017

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.

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