How to Connect Power BI to a SharePoint Excel File

Updated on:

May 12, 2026

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Use this interactive demo to learn how to link a SharePoint Excel file as a Power BI data source.

Quick summary

Connecting Power BI to a SharePoint Excel file lets you use live spreadsheet data as a report data source without manual exports. This step-by-step walkthrough covers how to select the Excel connector, enter your SharePoint file path, and configure credentials to complete the connection.

Steps

On the Power BI main dashboard, open the left-side panel and click Create.
Choose Excel from the list of available connector options.
Enter the file path of your SharePoint Excel file into the provided input field.
Configure the Connection Credentials based on your authentication preferences.
Click Next to enable the connection and set the SharePoint Excel file as the data source for your Power BI report.

📌 Why this matters

Connecting Power BI directly to a SharePoint Excel file eliminates manual data exports and ensures your reports always reflect the most current spreadsheet data. This integration is essential for teams that manage live datasets in SharePoint and need real-time visibility through Power BI dashboards. By storing data in SharePoint and visualizing it in Power BI, organizations reduce data silos and improve collaboration across departments. Setting up this connection correctly also ensures secure, credential-based access to sensitive business data.

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