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SharePoint Lists and Folders for PBI Report.
For work we have an organizational SharePoint site. Within that site we have a page for each office. I have several reports that I must run each month and I am trying to decide on the best method. 1) Metadata vs SubFolders within a Document Library? I have tried metadata but the metadata field, named "ReportType" doesn't show in Power BI when I connect to "SharePoint Folder". 2) SharePoint folder/file/list cleanup. When I connect to SharePoint there are many fields such as "Author" and "ID" that I am unfamiliar with, I just delete these .. is that the best practice? 3) Once the reports are built, I publish them to a workspace. Is it better, more secure or preferable to build a data flow in the workspace vs withing PBI Desktop? Any other advise? I utilize SharePoint Lists and Folders for work but need to learn the best practices.
SharePoint Online - Embed Power BI Reports
Hi SPO Team, I have hundreds of power bi reports that I need to embed into the SharePoint online site. In Azure AD, four security groups have been created, so we can maintain the site access. Do I need to create a hundred separate SharePoint pages to include those reports? Also, is it necessary to create four separate SPO Teams sites based on the security groups, or can it be done in a single SPO Teams site, so the O365 users can access those reports? Thanks.
Using calculated columns in sharepoint list in BI
Hi All, I have a list on sharepoint where i have a start date and an end date, i am using a calculated column to work out how many working days are between the two dates. I then have a hidden column that always has the value 30 in it. The idea is that i multiply the days by 30 to get a total value. This all works. I have 2 issues that i feel are related, one simple and one more complicated (i think). The first: I am wanting to have a total under the "amount to pay" column which holds the days * 30 - there is no option to add a total. Second: I am wanting to use power BI to create some dashboards for this data but there is no option to sum the values that have been created for "total to pay". It seems that this calculated value is not seen as a number that can have maths done to it. My question: How can use a column with a calculated number to get totals and use in power BI to graph?Excel Services and On-Premises SQL Data
I am looking to have an active data connection from an Excel file in Excel Services on SharePointOnline (O365)that has a data connection to an on-premises SQL database. Need to be able to have data refresh work like it does with SharePoint on-premises. The DMG used for PowerBI doesn't appear to have connections for Excel. I am looking for "out-of-the-box" solution (or close to one). Is this still a supported scenario? It was widely used in on-premises SharePoint system as is currently blocking some key Office 365 adoption. Thanks!
Enable Print but Restrict Download for PDFs in SharePoint Online
Hi All, We have a group of users who have view only or restricted view permissions on SharePoint online , we wanted these users to be able to print the PDFs but not download or bulk download them, is this possible. I have tried Information Right Management, Didn't work for me as I expected.Can't see people's name when reporting a SharePoint List in a Power BI report
I created a column in my SharePoint List called "Category Manager", and populated with people's names in the company. After creating a Power BI report using this List as data source, I can only see numbers in the Category Manager column, not names. I tried different lists with different report, the numbers corresponding to same person aren't the same. So it looks like the numbers aren't from my company's employee database. What is it then? How do I get the report to show people's name other than a number? Thanks
