Microsoft SharePoint Online and Microsoft Power BI Integration

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Microsoft SharePoint Online + Microsoft Power BI integration

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Microsoft SharePoint Online

Microsoft Power BI

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft SharePoint Online and Microsoft Power BI

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.

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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.

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Run node once

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.

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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.

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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.

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Run node once

Set Up the Microsoft SharePoint Online and Microsoft Power BI 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 don’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 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.

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

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.

Microsoft SharePoint Online and Microsoft Power BI integration alternatives

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.

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.

See how Latenode works

FAQ Microsoft SharePoint Online and Microsoft Power BI

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:

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

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:

  • Automatically refresh Power BI datasets when SharePoint files are updated.
  • Visualize SharePoint list data within Power BI dashboards.
  • Create reports based on SharePoint document metadata.
  • Monitor SharePoint usage metrics in Power BI.
  • Generate Power BI reports triggered by SharePoint workflows.

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:

  • Complex Power BI report transformations may require JavaScript knowledge.
  • Real-time data synchronization depends on Microsoft SharePoint Online API limits.
  • Custom SharePoint permissions may affect data accessibility in Power BI.

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