How to Connect a Smartsheet Document to Power BI

Updated on:

May 13, 2026

By:

Use this interactive demo to learn how to import a Smartsheet sheet into Power BI for analysis.

Quick summary

Connecting a Smartsheet document to Power BI requires exporting your sheet as an Excel file and then uploading it through Power BI's Quick Create workflow. This process lets teams bring Smartsheet project data into Power BI dashboards for advanced reporting and visualization.

Steps

Open the Smartsheet sheet you want to connect, go to the top menu bar, and click 'File'.
Hover over the 'Export' option and select 'Export to Microsoft Excel' to download the sheet as an Excel file.
In Power BI, navigate to the left-side panel and click 'Create'.
Find and select 'Excel (Preview)' as the data source type.
Select the radio button beside 'Upload File'.
Click 'Browse' and choose the Smartsheet document you exported as an Excel file.
Click 'Next' to proceed to the data selection screen.
Choose the Smartsheet data you want to use, then click 'Create'.
After completing these steps, the selected Smartsheet document will be fully connected to Power BI.

📌 Why this matters

Connecting Smartsheet to Power BI allows teams to unlock advanced data visualization and business intelligence on top of their existing project management data. Since Smartsheet does not natively integrate with Power BI in real time, knowing how to export and upload your sheet as an Excel file is an essential skill for analysts and project managers. This workflow enables organizations to build interactive Power BI dashboards and reports directly from Smartsheet data, improving decision-making and cross-team visibility. Teams that master this connection can centralize reporting across multiple Smartsheet sheets without investing in additional integration tools.

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