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Create a report quickly from a SharePoint list or library in the Power BI service

  • Članak
  • 4 min. za čitanje

APPLIES TO: ❌ Power BI Desktop ✔️ Power BI service

There's a new way to create reports quickly in the Power BI service from data in SharePoint lists or libraries. Power BI automatically generates the visuals for you. Microsoft List and SharePoint list or library users can explore their data with just a few clicks.

Screenshot of Create a quick report from a SharePoint list.

New to creating in Power BI? Try reading Reports in Power BI for some quick background information.

If you use Power BI Desktop, you can also create a report on a SharePoint List in Power BI Desktop.

Video

In this video, watch Amanda demo creating a report from a SharePoint list in the Power BI service.

Visualize in Power BI

  1. In a SharePoint list or library, select Integrate > Power BI > Visualize the list or visualize the library.

    Screenshot of Select Power BI, Visualize in Power BI.

    A new browser tab opens with an automatically generated report with two measures, shown as rows in the report, and three categories, shown as bar charts in the report. Currently you can add a maximum of three measures and four categories.

  2. Changing the data you see in the report is easy. In the Summarize pane, add or remove fields from the report. Select and unselect fields to update what you want to measure and analyze. Power BI automatically adds or removes charts to show the new combinations.

    Screenshot of Add more charts and make other changes.

  3. To see a field summarized in a different way, use the context menu of the field in the Summarize pane to switch between sum, average, maximum, minimum, and so on.

    Screenshot of Change the summarization for the charts.

  4. (optional) To switch to a full edit experience, select the Edit button in the menu bar.

    Screenshot of Select the Edit button for the full edit experience.

    Be aware though, that once you save the report in the full edit experience, you can't go back to the quick edit view. Power BI reminds you of this when you select Edit.

    Screenshot of Switch to Edit mode from Quick Create mode.

Publish the report

To share the insights you find with others on your team, you can publish the report back to the list or library using the Publish to the list or publish to the library button in the app bar.

Screenshot of Select the Publish to the list button.

Name your report and confirm you’re ready to publish back to the list or library. Once it's published, everyone who has access to the list or library can open the report, and see all the data in the report. Learn more about list permissions in SharePoint Server.

The reports you share in this way aren't visible in the Power BI service. Instead, to make it easy for other list users to find, these published reports are on the same Integrate menu of the list or library.

Screenshot of Report on the Integrate Power BI menu.

If you make changes to the report, use Publish to the list or publish to the library again to save your changes. Use the Delete button to remove the report from the list or library for everyone.

Refresh visuals

The data in the report will update regularly to stay in sync with the list or library. After a refresh, use the Refresh visuals button in the ribbon to update the visuals.

Screenshot of Refresh the visuals in the report.

Licenses

Anyone can use the Visualize the list or visualize the library feature to explore their list or library data, but to enter the full edit experience, publish reports, access reports that others have published, or delete reports, you need a Power BI Pro license. If you don’t currently have a Pro license, you can buy a Power BI Pro license or start a free trial.

Considerations and limitations

  • The first time you visualize a list or library, creating the dataset and report can take some time. We’re working to improve the end-to-end performance of this experience.
  • Reports are published back to the list or library at the SharePoint data access level of the report creator. Row-level security (RLS) isn't supported for reports created using this method.
  • Currently, some complex column types in SharePoint will show up as [Record]s or [List]s within the report. We’re working on updating the experience so these column values match what you see in the list or library.
  • Data refresh is limited to once every 3 hours. If the list or library has been updated with new data or metadata, such as an updated list or library name, after the most recent data refresh, these changes will not be reflected in the report until the next refresh.
  • Very large lists may be slow or may time out altogether.
  • This feature isn't supported for guest users in a tenant.
  • Within SharePoint libraries, this option will only show on the root of the document library.

Troubleshooting

If you don't see Power BI on the Integrate menu in a SharePoint or Microsoft list or library, your Power BI admin may have disabled it for specific groups or your entire organization. See the Integration with SharePoint and Microsoft Lists section of the "Power BI admin portal" article for details.

Next steps

As we continue expanding our experience to quickly explore your data, we’d love to hear your thoughts and feedback! Let us know what you’d like to see added to this experience or where’d you like to see us integrate next.