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.
