Power BI Dataset to SharePoint by COZYROC

This integration solution seamlessly connects Power BI with SharePoint leveraging Microsoft connection, empowering organizations to share and collaborate on Power BI dataset data directly within their SharePoint environment. It streamlines the process of disseminating insights and facilitates a more integrated and collaborative data-driven environment.

Setup Guide

Execute Data Analysis Expressions (DAX) queries against the provided dataset. The dataset must reside in My Workspace or another workspace.

This integration will establish a connection between Power BI and SharePoint. Once the connection is established, the integration will then pull the queried data from the desired Power BI dataset specified in the parameter Dataset Name. The integration will then generate a CSV file for queried data and send it to SharePoint. If the parameter Compression is set to true, the CSV file will be compressed and uploaded to SharePoint. The loaded file will be named DatasetName_currentDate.

To run this integration and connect Power BI to SharePoint, you need to configure the parameters that are mentioned below.

Power BI

• Token File Required. Select the Rest Token file from the drop-down list. Review the KB-Article mentioned here on how to generate the token file.
• Dataset Name Required. Provide the valid Power BI dataset name.
• Query Required. Specify a valid DAX query.
• Compression Optional. The default value is set to true.

Microsoft Graph

• Server Host Required. The default is set to https://graph.microsoft.com/v1.0/sites/root when connecting to the default SharePoint instance. Set to https://graph.microsoft.com/v1.0/sites/<site-id> when connecting to a specific SharePoint instance.
• Token File Required. Select the Rest Token file from the drop-down list. Review the KB-Article mentioned here regarding how to generate the token file.
• Destination Folder Required. Specify the path to the destination folder ending with a trailing slash.