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Create a New Scenario to Connect Microsoft SharePoint Online and Microsoft Power BI
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Microsoft SharePoint Online, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft SharePoint Online or Microsoft Power BI will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or Microsoft Power BI, and select the appropriate trigger to start the scenario.
Add the Microsoft SharePoint Online Node
Select the Microsoft SharePoint Online node from the app selection panel on the right.
Microsoft SharePoint Online
Configure the Microsoft SharePoint Online
Click on the Microsoft SharePoint Online node to configure it. You can modify the Microsoft SharePoint Online URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Microsoft Power BI Node
Next, click the plus (+) icon on the Microsoft SharePoint Online node, select Microsoft Power BI from the list of available apps, and choose the action you need from the list of nodes within Microsoft Power BI.
Microsoft SharePoint Online
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Microsoft Power BI
Authenticate Microsoft Power BI
Now, click the Microsoft Power BI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft Power BI settings. Authentication allows you to use Microsoft Power BI through Latenode.
Configure the Microsoft SharePoint Online and Microsoft Power BI Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Microsoft SharePoint Online and Microsoft Power BI Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Microsoft Power BI
Trigger on Webhook
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Microsoft SharePoint Online
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Microsoft SharePoint Online, Microsoft Power BI, and any additional nodes, don’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 “Run once” and triggering an event to check if the Microsoft SharePoint Online and Microsoft Power BI integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and Microsoft Power BI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
SharePoint Online + Microsoft Excel + Microsoft Teams: When a new row is added to a SharePoint Online list (simulating document approval), the data is added as a new row in an Excel table. A Teams channel message is then sent to notify the team of the new approval.
Power BI + Microsoft Excel + Microsoft Teams: When a new workbook is created, data is added as a new row in an Excel table. A Teams channel message is then sent to notify the team that the workbook has been created.
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.
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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.
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How can I connect my Microsoft SharePoint Online account to Microsoft Power BI using Latenode?
To connect your Microsoft SharePoint Online account to Microsoft Power BI on Latenode, follow these steps:
Can I automate report updates based on SharePoint file changes using Microsoft SharePoint Online and Microsoft Power BI integration?
Yes, you can! Latenode allows triggering Power BI updates when files change in Microsoft SharePoint Online, ensuring reports reflect the latest data automatically. This saves time and improves accuracy.
What types of tasks can I perform by integrating Microsoft SharePoint Online with Microsoft Power BI?
Integrating Microsoft SharePoint Online with Microsoft Power BI allows you to perform various tasks, including:
How do I handle large SharePoint files within Latenode workflows?
Latenode efficiently handles large files using streaming and chunking, preventing memory issues and ensuring smooth data transfer to Power BI.
Are there any limitations to the Microsoft SharePoint Online and Microsoft Power BI integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: