Microsoft Power BI and Microsoft SharePoint Online Integration

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Automate report distribution: connect Microsoft Power BI to Microsoft SharePoint Online to deliver insights affordably. Use Latenode's visual editor and JavaScript nodes to build custom alerts, bypass limits, and scale reporting workflows faster.

Microsoft Power BI + Microsoft SharePoint Online integration

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Automate your workflow

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Microsoft Power BI

Microsoft SharePoint Online

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft Power BI and Microsoft SharePoint Online

Create a New Scenario to Connect Microsoft Power BI and Microsoft SharePoint Online

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Microsoft Power BI, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft Power BI or Microsoft SharePoint Online will be your first step. To do this, click "Choose an app," find Microsoft Power BI or Microsoft SharePoint Online, and select the appropriate trigger to start the scenario.

Add the Microsoft Power BI Node

Select the Microsoft Power BI node from the app selection panel on the right.

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Configure the Microsoft Power BI

Click on the Microsoft Power BI node to configure it. You can modify the Microsoft Power BI URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Add the Microsoft SharePoint Online Node

Next, click the plus (+) icon on the Microsoft Power BI node, select Microsoft SharePoint Online from the list of available apps, and choose the action you need from the list of nodes within Microsoft SharePoint Online.

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Authenticate Microsoft SharePoint Online

Now, click the Microsoft SharePoint Online node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft SharePoint Online settings. Authentication allows you to use Microsoft SharePoint Online through Latenode.

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Configure the Microsoft Power BI and Microsoft SharePoint Online Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Set Up the Microsoft Power BI and Microsoft SharePoint Online Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that donโ€™t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Microsoft Power BI, Microsoft SharePoint Online, and any additional nodes, donโ€™t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking โ€œRun onceโ€ and triggering an event to check if the Microsoft Power BI and Microsoft SharePoint Online integration works as expected. Depending on your setup, data should flow between Microsoft Power BI and Microsoft SharePoint Online (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Microsoft Power BI and Microsoft SharePoint Online

Microsoft Power BI + Microsoft Teams: When a Power BI report is updated, a message is posted in a specified Teams channel, ensuring team members are promptly informed of the changes.

Microsoft SharePoint Online + Microsoft Power BI + Microsoft Excel: When a file is uploaded to a specific SharePoint folder, a Power BI dataset is created. The dataset is then exported to an Excel file for offline analysis.

Microsoft Power BI and Microsoft SharePoint Online integration alternatives

About Microsoft Power BI

Use Power BI in Latenode to automate report generation and data analysis. Trigger report refreshes based on real-time events, then use Latenode to share insights across your team via Slack, email, or other apps. Automate your analytics pipeline and react faster, without manual Power BI updates. Latenode adds scheduling and distribution.

About Microsoft SharePoint Online

Automate SharePoint Online document management using Latenode. Trigger flows on file changes, move documents based on content, or update metadata without code. Streamline approvals and notifications with visual workflows, integrating SharePoint with other apps. Benefit from flexible logic and scalable execution.

See how Latenode works

FAQ Microsoft Power BI and Microsoft SharePoint Online

How can I connect my Microsoft Power BI account to Microsoft SharePoint Online using Latenode?

To connect your Microsoft Power BI account to Microsoft SharePoint Online on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Microsoft Power BI and click on "Connect".
  • Authenticate your Microsoft Power BI and Microsoft SharePoint Online accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate report updates based on new SharePoint data?

Yes, you can. Latenode enables automatic report updates in Microsoft Power BI whenever new data is added to Microsoft SharePoint Online, saving time and ensuring data accuracy with automated workflows.

What types of tasks can I perform by integrating Microsoft Power BI with Microsoft SharePoint Online?

Integrating Microsoft Power BI with Microsoft SharePoint Online allows you to perform various tasks, including:

  • Automatically refreshing Power BI datasets from SharePoint lists.
  • Generating reports based on SharePoint document metadata.
  • Sharing Power BI reports directly to SharePoint team sites.
  • Triggering alerts in SharePoint based on Power BI data thresholds.
  • Consolidating data from both platforms into a unified dashboard.

How can I transform SharePoint data before it reaches Power BI?

Latenode lets you use JavaScript code or AI steps to cleanse and transform SharePoint data before using it in Microsoft Power BI, ensuring data quality.

Are there any limitations to the Microsoft Power BI and Microsoft SharePoint Online integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations might require JavaScript knowledge.
  • Large SharePoint lists can impact workflow execution time.
  • Real-time data synchronization depends on API availability.

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