Power BI Realtime Reporting on SharePoint List Data

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  • Опубліковано 6 вер 2024

КОМЕНТАРІ • 71

  • @baci1423
    @baci1423 Рік тому +8

    Or just create an "import query mode" report and create a flow with "When an item is created or modified" trigger and "Refresh dataset" action.
    Includes every type of changes and it is working like a charm.

    • @MrFxJ
      @MrFxJ 4 місяці тому

      hits a daily limit of refresh so it basically prevents you from creating real-time dashboard

    • @akshay0249
      @akshay0249 4 місяці тому

      But limit of 8 updates still applies. The flow will fail if limit of 8 is exhausted for Pro users.

  • @anastasianikolovski8337
    @anastasianikolovski8337 2 роки тому +7

    Great tutorial video. Was able to finally pull my data from the SP to a PBI report directly - which is near-real time :) Just amazing. One aspect didn't work in my case. It didn't pull the initial data from the SP. Although it is fine in my case, as the data I have is for only for training purposes, this might present an issue for anyone out there with the existing data records they want to preserve and pull to the streaming dataset. Anyway, thank you very much.

    • @KeaPointTechTips
      @KeaPointTechTips  2 роки тому +1

      Glad it helped Anastasia, You may want to explore direct query with Dataverse instead of SharePoint list

  • @lobnaamer7440
    @lobnaamer7440 2 роки тому +4

    i don't understand why we can't use sharepoint list as datasource w. a power automate flow to refresh dataset

    • @KeaPointTechTips
      @KeaPointTechTips  Рік тому +3

      You can, but we can only refresh data 8 times. to achieve near real time we need to adopt this approach.

  • @arsalanamin2525
    @arsalanamin2525 2 роки тому +3

    Hi Rashid, It is humble request to would you please guide or make video to show records more than 2 Lists to Power BI Report. Much appreciated your kind help and support.

    • @KeaPointTechTips
      @KeaPointTechTips  2 роки тому +1

      That is really easy, you will need to connect Power BI report to multiple lists. If lists are related then create a relationship using Power BI desktop user interface. I will add this topic to me to do videos list.

  • @paragbhokre6896
    @paragbhokre6896 3 місяці тому +1

    This helped, however need more advise on how to remove a specific item from the streaming dataset, is it possible?

    • @KeaPointTechTips
      @KeaPointTechTips  3 місяці тому

      I have not tried it, can you explain the business case for it?

  • @gipbwok2008
    @gipbwok2008 2 роки тому +2

    It worked like a charm for me. Thanks KeaPoint.

  • @adriansilwimba9764
    @adriansilwimba9764 Рік тому +1

    Great Tutorial. I am an intern working for a Renewable Energy Company and I have been tasked to create a PnL Dashboard that can automatically be updated whenever the files are updated with new rows. We do use share point at my organization but I am not quite sure on how I create relational Database to automatically update in power BI.

    • @KeaPointTechTips
      @KeaPointTechTips  Рік тому

      If you share more details, I would be happy to assist.

  • @vibhavsingh8874
    @vibhavsingh8874 2 роки тому +2

    There are two things that didn't work out for me
    1) When I use streaming datasets in a report I'm not able to use any other source.
    2) I am not able to create custom columns.

    • @KeaPointTechTips
      @KeaPointTechTips  2 роки тому

      This example covers only the basics of one list to streaming dataset scenario, You will need some kind of ETL process in the middle to combine data from multiple resources and add any additional columns you may have.

  • @AmiraJoyBona
    @AmiraJoyBona 2 місяці тому +1

    Hello! This is very helpful 🙏🏻 Does this functionality also works for data within SP library or only for SP list?

    • @KeaPointTechTips
      @KeaPointTechTips  2 місяці тому

      Yes, you can connect to document library to fetch metadata too. Just use the SharePoint Online List connection from Power BI and you will see the document library in the list of selections.

  • @dejantrajkovic4169
    @dejantrajkovic4169 25 днів тому

    Hello! This is very helpful. The problem that we have is when you are editing data that is already in the streaming data set he will keep the original and add new edited rows, so you will have 2 rows for the same ID. Is there a way that you can remove all rows from a streaming data set and then push new data using Power Automated?

    • @KeaPointTechTips
      @KeaPointTechTips  24 дні тому

      have you tried refresh dataset action of power automate?

    • @dejantrajkovic4169
      @dejantrajkovic4169 24 дні тому

      @@KeaPointTechTips Hi Thank you for the replay. We have tried, but we need to use dataset ID because the refresh dataset action is not finding that dataset automatically, with ID working but the data still stays in the dataset and has not been deleted, and that is what we want to empty the dataset before next push of data.

  • @nooreldali7432
    @nooreldali7432 2 місяці тому

    Great video!!
    How can we transform the data? viewing the data in table view is not possible in Power BI, I have a percentage column that I would like to present in percentage but so far it can only be a decimal number (e.g. 0.5 instead of 50%) also I can not remove the thousands delimiter from the column "Year" which I defined it to be a number field in the streaming dataset.
    Can you help please?

    • @KeaPointTechTips
      @KeaPointTechTips  2 місяці тому

      Check your columns data types in power query. Looks like the data types are not set up correctly.

  • @simnaumesh6396
    @simnaumesh6396 2 роки тому +2

    Hi, Is there a way where we can create a list in SharePoint with data that has been created powerbi table (dataset) with all calculated columns included using flow? More of the reverse process that has been explained here.

    • @KeaPointTechTips
      @KeaPointTechTips  2 роки тому

      If you are referring to the dataset in Power BI Service, I'm afraid there is no way to do it with the Power BI connector, it only supports to add a row and refresh data.

  • @mohammadazrinjamsari7541
    @mohammadazrinjamsari7541 2 роки тому +1

    Hi, just want to check if you have uploaded the video on how to set a flow in power automate when we update/delete data in sharepoint? Thanks!

  • @user-qr2er2qc6h
    @user-qr2er2qc6h 3 місяці тому +1

    Is it possible to send the data from power BI to sharepoint list?

    • @KeaPointTechTips
      @KeaPointTechTips  3 місяці тому

      Yes, it is possible via Power Automate flow. I have a video on this topic in my to do list. I will prioritise it in the coming days.

  • @komanglayang7861
    @komanglayang7861 Рік тому +1

    Hello, thank you very much for the helpful video. I was wondering if you have covered another topic similar to this one but with row update and deletion using Power Automate?

  • @pauloswardblad9590
    @pauloswardblad9590 2 роки тому +3

    Hi Rashed
    Thank you very much for your demo, it was realy easy to follow along and it works . Big thanks:).
    I have two issues
    1. when i delete a row on the sharepoint list, it still retriving the same data
    2. when i update a status (i have status field ongoing, paused, finished) on the sharepoint list, it does not update.
    I know you mention early in the video about the update.
    Are you gonna make a video about update, or do you know where i can find information to add this to the power automate?

    • @KeaPointTechTips
      @KeaPointTechTips  2 роки тому

      Thanks. You will have to write a custom connector to get update on the records and delete it form the data set. I will make a video on it soon.

    • @pauloswardblad9590
      @pauloswardblad9590 2 роки тому

      @@KeaPointTechTips Thanks. Do you mean by using data/coustom connector/new coustom connector in power automate?

    • @vijaykumarbajjuri8220
      @vijaykumarbajjuri8220 2 роки тому

      Hi, did you get solution for your question , could you share

    • @akhils8004
      @akhils8004 Рік тому

      @@KeaPointTechTips : Please let me know if you have any video for writing a custom connector to get update on the records and delete it from the SharePoint data set. Basically, it will be helpful in Power BI real time reporting from SharePoint list.

  • @maheshgupte1495
    @maheshgupte1495 5 місяців тому +1

    This is awesome

  • @simonbuchner1477
    @simonbuchner1477 Рік тому +1

    Thanks a lot! You really helped me out😀

  • @mvchowdary377
    @mvchowdary377 Рік тому

    Nice video Sir, Can you please tell how to automate the downloading of Reports from Power bi service instead of downloading manually and store in Share point.

  • @pablosaizortuno4740
    @pablosaizortuno4740 Рік тому

    It is easier to create with Power Automate; when a new Item is created in the SP list, just refresh the Power BI. Just write it with natural lenguage in the Power Automate and it will create automatiically that flow for you

    • @IngeborgHawighorst
      @IngeborgHawighorst Рік тому +1

      Can you elaborate on that? The Refresh command in Power Automate is not showing the report/dataset I want to refresh. It does not work with all datasets.

    • @anwarkrg9292
      @anwarkrg9292 3 місяці тому

      ​@@IngeborgHawighorstI'm also failed setting scheduke refresh dataset from sharepoint using web connection

  • @arunv1909
    @arunv1909 Рік тому

    do u faced the problem of date not matching if u use sharepoint as datasource in power bi ?

  • @user-ke4ir6gw8g
    @user-ke4ir6gw8g 10 місяців тому +1

    Sir how to integrate MIS with power BI for real time data??

    • @KeaPointTechTips
      @KeaPointTechTips  9 місяців тому

      What MIS system are you trying to connect via Power BI, check if teh connector for Power bi is available for teh targeted MIS.

  • @TheRemyRomano
    @TheRemyRomano 2 роки тому +1

    If you update a record will it show up and power VI if you refresh the Power BI page?

    • @KeaPointTechTips
      @KeaPointTechTips  2 роки тому

      I have mentioned this at the start of video, this only works if you are adding records. For updates you will need to write logic in custom connector.

    • @vijaykumarbajjuri8220
      @vijaykumarbajjuri8220 2 роки тому

      @@KeaPointTechTips Could you make a video on this

  • @gashuanley6392
    @gashuanley6392 2 роки тому +1

    Great video! Can we create a report using Power BI Service without Power BI Desktop?

    • @KeaPointTechTips
      @KeaPointTechTips  2 роки тому

      You mean by just using power BI web portal? Yes, you can.

  • @sanarajpoot7542
    @sanarajpoot7542 2 роки тому +1

    Great tutorial video

  • @FRANKWHITE1996
    @FRANKWHITE1996 2 роки тому +1

    Thanks for sharing! 👍

  • @kenpatel3179
    @kenpatel3179 Рік тому

    Hello very good video how do you delete PowerBI on sharepoint website under "Visualize the list?

  • @MijalisMendiz
    @MijalisMendiz 2 роки тому +1

    Hello!
    Thanks for the video! I'm wondering, is it possible to do it the other way? I mean, create a list in SharePoint from PowerBI data and update the list when the data changes in PowerBI
    Cheers!

    • @KeaPointTechTips
      @KeaPointTechTips  2 роки тому

      Hi, Power BI is mainly used for data visualisation. I want to understand the business requirements here.

    • @MijalisMendiz
      @MijalisMendiz 2 роки тому

      @@KeaPointTechTips Hi thanks for your answer. It's a temporal workaround, as I need to feed a Microsft Access Database with data from Power BI and I want to use de SharePoint List connector in Access. I know is odd but right now is the only alternative I have.

    • @KeaPointTechTips
      @KeaPointTechTips  2 роки тому

      You can use PowerApps and connect it directly to Access, or migrate data to SharePoint.

  • @umangdbz
    @umangdbz 2 роки тому +1

    V nice

  • @soumyadeepmondal6130
    @soumyadeepmondal6130 2 роки тому

    Hi!
    Great video...
    Just wanted to know can this method be implemented for getting real-time data from MSP Online as well?
    Thanks!

  • @user-hl6kc5sg8i
    @user-hl6kc5sg8i 4 місяці тому

    Can i etl bofore load?

    • @KeaPointTechTips
      @KeaPointTechTips  3 місяці тому

      Power BI is not a dedicated ETL tool, but Power BI does come with a built-in user interface to get and transform data using Power Query. Give it a go.

  • @kaustubh3269
    @kaustubh3269 2 роки тому

    hi, if we don't power automate it, and update the list, will it still work ?

    • @KeaPointTechTips
      @KeaPointTechTips  2 роки тому +1

      It will only work in Power BI desktop not Power BI online. You will have to click refresh button in Power Bi desktop to refresh the dataset from the source.

    • @kaustubh3269
      @kaustubh3269 2 роки тому

      @@KeaPointTechTips Thank You