How to data mine a SharePoint List with Power BI

by Treb Gatte

Many organizations who use Office 365 use SharePoint lists to keep track of data. It can be any number of items. We’ve seen process information, project tasks, inventory, and more being managed in Power BI.

Power BI provides a SharePoint list connector that connects to the SharePoint OData connector. Theoretically, it should make the connection process easier, yet there are many posts on the Power BI Community site with people struggling to do the basics.

In the video below, I’ll take you through how to connect to the SharePoint list, how to avoid a common security issue, and how to fix data type issues. Please post any questions or suggestions in the comments below.

2 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.


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