Forum Discussion
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.
- Metadata! Always tag the information instead of using folders, especially if you're gonna use the data in a PBI report
2. In the report yes, In SharePoint, these are the default ones and can't be deleted. Best practice is to keep them in the report.
3. Within PBI Desktop, you have alot more functionallity and flexibility!
