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Hi, I need to use cdata to bring in data from excel docs saved in a SharePoint folder. I previously build the report using the SharePoint folder link but now i need to change to use the cdata. Right now, my option is to bring in the files as individual tables but i want to automate the process. The automation in place, combines the files and brings in only 1 table into powerbi. When a new file is added to that sharepoint folder, i can simply refresh in powerbi and data from the new file will be uploaded. Is it possible to do this using cdata?

Hi TrenaAT! Connect Spreadsheets is our solution to connect data into Excel, if you had data in SharePoint that you wanted to see in Excel, then Connect Spreadsheets would be the best choice to automate data into your spreadsheet.

 

If you’re looking to automate data from Excel or Sharepoint into platforms like PowerBI, then you would be looking for our Connect Cloud offering, where you can connect to your Sharepoint files using the Sharepoint connector, then you can select and define the tables you’d like in PowerBI - whether that’s combining and blending into a single table, or if you’d prefer to set up rules for different datasets into different reports - and then loading into PowerBI desktop or cloud using our PowerBI Client Tool connector. Here is a tutorial to get you started: https://www.cdata.com/kb/tech/sharepoint-powerbi-gateway.rst#:~:text=Open%20Power%20BI%20Desktop%20and,the%20Import%20data%20connectivity%20mode. 

 

Once set up, this process is automated and will continue to run, powering real-time updates in the Excel sheets in your Sharepoint folder to your PowerBI dashboard. You can try it out for yourself today with a 30 day free trial of Connect Cloud.

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