Connecting SharePoint with Power BI for Data-Driven Dashboards

Unlock the full potential of your SharePoint data by connecting it with Power BI to create powerful, interactive dashboards that drive smarter business decisions. This guide walks you through how to seamlessly integrate SharePoint and Power BI—transforming static lists, libraries, and files into dynamic visual insights. Whether you manage projects, track performance metrics, or handle large datasets within your organization, combining these two Microsoft 365 tools can completely change the way you view and analyze your data.

With this connection, you can easily import your SharePoint lists into Power BI and turn them into real-time charts, graphs, and key performance indicators (KPIs). Instead of manually updating reports or juggling spreadsheets, you can automate everything—ensuring your visuals stay up to date whenever data in SharePoint changes. Power BI allows you to design customized dashboards that fit your organization’s needs, offering deep visibility into trends, bottlenecks, and opportunities across teams and departments.

In this pin, you’ll see how simple it is to build a live dashboard powered by SharePoint data. You’ll learn:

How to connect SharePoint Online lists directly to Power BI.

How to create stunning data visualizations such as pie charts, bar graphs, and line trends.

How to set up automatic data refresh schedules for real-time updates.

How to share your Power BI dashboards with colleagues securely through Microsoft Teams or SharePoint pages.

How to use filters and slicers for interactive exploration of your data.

Imagine tracking employee performance, project milestones, or document status—all in one visually engaging dashboard. You can display metrics such as task progress, approval rates, or departmental workloads in a format that’s easy to understand at a glance. Power BI’s flexibility allows you to pull in data not only from SharePoint but also from Excel, Dataverse, and other systems, giving you a unified view of your business performance.

Whether you’re an IT professional, a project manager, or a business analyst, this Power BI–SharePoint integration will help you build a data culture in your organization. No coding expertise is required—just your existing Microsoft 365 environment and a little creativity. Once your dashboard is set up, you can embed it right inside a SharePoint site or SharePoint web part, making insights instantly available to your team.

This is more than just a reporting solution—it’s a way to empower collaboration, transparency, and informed decision-making. Explore this pin to see how you can transform your SharePoint data into actionable analytics and start building dashboards that tell your business story visually and effectively.

1. Connecting SharePoint with Power BI
for Data-Driven Dashboards
Power BI (MS Fabric)
In today’s digital era, businesses rely on SharePoint for
collaboration and data management. However, SharePoint
alone cannot provide advanced analytics. By connecting
SharePoint with Power BI, organizations can transform
static lists and documents into interactive, data-driven
dashboards that drive smarter decision-making.
Why Connect SharePoint with Power BI?
Integrating SharePoint and Power BI offers several
advantages:
Centralized Data Access: Use SharePoint as a single
source of truth and visualize it in Power BI.

2. Real-Time Insights: Keep dashboards updated with
automated refreshes.
Better Decision-Making: Convert raw SharePoint data
into meaningful visualizations.
Microsoft Ecosystem Integration: Both tools seamlessly
connect with Office 365 and Azure.
How to Connect SharePoint with Power BI
1. Connect SharePoint Lists to Power BI
SharePoint lists often hold structured project or business
data.
Steps to connect:
1. Open Power BI Desktop Get Data.
→
2. Select SharePoint Online List.
3. Enter your SharePoint site URL (e.g.,
https://company.sharepoint.com/sites/project).
4. Sign in with organizational credentials.
5. Load the required lists into Power BI.

4. Best for: task management, issue tracking, and HR
records.
Transform SharePoint data into interactive dashboards
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2. Connect SharePoint Document Libraries (Excel,
CSV)
If data is stored in SharePoint libraries (e.g., Excel or CSV
files):
1. Copy the file or library URL.
2. In Power BI, choose Get Data Web.
→
3. Paste the direct file link (make sure it ends with .xlsx
or .csv).
4. Authenticate and load data.

5. Best for: reports, KPIs, and financial data stored in Excel.
3. Automate Data Refresh in Power BI Service
After publishing your report:
Go to Power BI Service Datasets Settings.
→ →
Configure Scheduled Refresh.
Ensure the SharePoint connection
uses Organizational Account.

6. This ensures your dashboards always display the latest
SharePoint data.
See how SharePoint and Power BI work together in real
time

7. Schedule a Free Demo
Best Practices for Power BI and SharePoint
Integration
Clean Data in SharePoint: Keep column names
consistent.
Pull Only What You Need: Filter lists to improve
performance.
Use Role-Based Security: Power BI respects
SharePoint permissions.
Combine Multiple Sources: Blend SharePoint with
SQL, Excel, or cloud apps for deeper insights.
Real-World Use Cases
Project Management Dashboard: Monitor deadlines,
risks, and milestones.
HR Analytics Dashboard: Track employee onboarding,
training, and leave records.
Operations Dashboard: Manage support tickets, issue
trackers, and compliance data.
Conclusion
Connecting SharePoint with Power BI empowers
businesses to turn everyday data into actionable insights.

8. Whether for project tracking, HR analytics, or operations,
this integration helps teams make data-driven decisions
faster and smarter.
Start integrating your SharePoint lists and document
libraries with Power BI today and unlock the full potential of
your organizational data.
Talk to Our Experts
Related Blogs:
A guide to embed Power BI report in SharePoint
How to Refresh Power BI Dataset Automatically
The Ultimate Step-by-Step Guide to Power BI Report
Creation