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Creating a Power BI Paginated Report Connected to a SharePoint List

how-to Oct 26, 2023
Creating a Power BI Paginated Report Connected to a SharePoint List

Power BI Paginated Reports are a powerful way to create pixel-perfect, printable reports.

Connecting a Paginated Report to a SharePoint list allows you to generate formatted reports based on the data stored in your SharePoint list.

Here's how you can do it:

Step 1: Prepare Your SharePoint List

  1. Ensure that you have the necessary permissions to access the SharePoint list that contains the data you want to report on.

  2. Make sure that your SharePoint list is well-structured and contains the data you need for your report.

Step 2: Install Power BI Report Builder

  1. To create a Paginated Report, you'll need to install Power BI Report Builder, a separate application from Power BI Desktop. You can download it from the Power BI website.

Step 3: Create a Paginated Report

  1. Launch Power BI Report Builder.

  2. Create a new Paginated Report by selecting "File" > "New" > "Blank Report."

Step 4: Connect to SharePoint List

  1. In Power BI Report Builder, go to the "Data" tab.

  2. Click "New Data Source" and select "Microsoft SharePoint List."

  3. Enter the URL of your SharePoint site and the name of the SharePoint list you want to connect to.

  4. Click "OK" to establish the connection.

Step 5: Design Your Report

  1. In the "Report Data" pane, you'll see your SharePoint list as a data source. Drag and drop fields from the list onto your report canvas to design your report.

  2. Use the various tools in Power BI Report Builder to format your report, add tables, charts, and other visual elements.

Step 6: Save and Publish

  1. Save your Paginated Report to a location of your choice. You can save it locally or to a shared network location.

Step 7: Publish to Power BI Service (Optional)

  1. If you want to share your Paginated Report in the Power BI service, you can publish it there. Go to the "File" menu and select "Publish."

Step 8: Schedule Data Refresh (Optional)

  1. If your SharePoint list data changes regularly, you can set up a data refresh schedule in the Power BI service to keep your Paginated Report up-to-date.

Step 9: Share the Paginated Report

  1. Share the Paginated Report with your intended audience, either by distributing the report file directly or by sharing it through the Power BI service.

By following these steps, you can create a Paginated Report in Power BI connected to a SharePoint list, allowing you to generate formatted and printable reports based on your SharePoint data.

This can be especially useful for sharing structured data from SharePoint in a professional and organized manner.

 

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