In this piece, we’ll walk you through how to link a OneDrive Excel document to Power BI Desktop. This step will enable you to retrieve and examine your data more effectively.
Step 1: Open Power BI Desktop
First, open Power BI Desktop on your computer. You can find it by searching for “Power BI Desktop” in the Windows search bar or by clicking on the shortcut icon if you have one.
Step 2: Select Get Data
Once you have opened Power BI Desktop, click on the “Get Data” button located in the left-hand corner of the screen. This will open a drop-down menu with various data sources.
Step 3: Select Excel
From the drop-down menu, select “Excel” as your data source. This will take you to a new window where you can browse for the OneDrive Excel file you want to connect to Power BI Desktop.
Step 4: Browse and Select Your OneDrive Excel File
In the new window, navigate to your OneDrive folder where the Excel file is stored. Once you have found the file, click on it to select it. You can also use the search bar to find the file if you know its name.
Step 5: Select Tables and Click Load
After selecting your OneDrive Excel file, Power BI Desktop will display a preview of the data. You can select which tables or sheets you want to load into Power BI Desktop by checking the boxes next to them. Once you have selected all the necessary tables, click on the “Load” button at the bottom of the window.
Step 6: Create Visualizations and Analyze Your Data
Now that your OneDrive Excel file is connected to Power BI Desktop, you can start creating visualizations and analyzing your data. You can use the various tools and features in Power BI Desktop to create charts, graphs, and other visualizations that will help you gain insights into your data.
Conclusion
By following these steps, you have successfully connected a OneDrive Excel file to Power BI Desktop. This will allow you to access and analyze your data in a more efficient way, enabling you to make better decisions based on the insights gained from your data.