How to data mine a SharePoint List with Power BI

by Treb Gatte

Video Updated October 4, 2023 for Latest Product Versions

SharePoint lists are a common way to store and manage data in Office 365. You can use them for various purposes, such as tracking processes, tasks, inventory, and more. However, if you want to analyze and visualize your SharePoint data, you need to use Power BI.

Power BI is a powerful tool for data analysis and visualization. It allows you to connect to different data sources, including SharePoint lists, and create interactive dashboards and reports. To connect to SharePoint lists, Power BI provides a specific connector that uses the SharePoint OData service. This connector should simplify the connection process, but many users encounter problems and challenges along the way.

In this video, I will show you how to connect to a SharePoint list using Power BI, how to avoid common errors, and how to fix data type issues.

I hope you find this video helpful and informative. If you have any questions or suggestions, please leave them in the comments below.

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3 Responses to “How to data mine a SharePoint List with Power BI”

February 17, 2020 at 6:39 pm, Vaishnavi said:


I have created a dashboard for which i am getting data from SharePoint. i am able to view the data, make views and publish it on the server but when i am trying to schedule a refresh on the power bi Service , i am getting an error mentioning : “Your data source can’t be refreshed because the credentials are invalid. Please update your credentials and try again.”
SharePoint – edit Credentials

I think there is some specific access required from sharepoint admin who has build the data . Am i right on that part?

Any help will be appreciated.


October 27, 2020 at 10:09 pm, Gisela Nilsson said:

I am one of the ones who just clicked next and so now I can’t change to Organizational…. it seems stuck at anonomous. The source is not in my list so I can’t update it. I cleared my cache. Any ideas? I get Access to resource is forbidden”. My colleague can connect fine.


June 02, 2023 at 11:25 pm, DUNCAN FAIRWEATHER said:

Trying this now and although most of what I see doesn’t match what is presented (most likely due to product updates), I was able to get the User information I was looking for.

Maybe an update on this would be in order?




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