Importing and Connecting OneDrive Files to Power BI

—Jourdan Strain |
Importing and Connecting OneDrive Files to Power BI
Jourdan Strain,

One of the key benefits of working in the Cloud is being able to access your most crucial data anytime, anywhere, and on any device. By importing and connecting your Excel, CSV, and Power BI Desktop files in OneDrive, you can rest assured that your data is always up-to-date.

Plus, it’s easy to connect OneDrive files to Power BI. Here’s how.

Power It Up

It stands to reason that you can’t benefit from data if you don’t connect the dots–which Power BI helps you do. Better insights are just around the corner.

To start, follow these steps:

1. First, log in to Power BI.

2. On the Home screen, click Get Data.
Get Data

3. Under Files, click Get and then select OneDrive for Business.
OneDrive for Business

4. Next, find and select an Excel/CSV file from your OneDrive account.

5. Got your file? Good. Now, click Connect.
Connect

6. Choose to either Import or Connect your OneDrive file.

Import OneDrive Files

Okay! Now it’s time for the real action: Importing all that fantastic data. 

Click Import. The data will be stored in Power BI, which allows you to query faster. Also, changes made in OneDrive are updated automatically.
Import OneDrive files to Power BI

Connect OneDrive Files to Power BI

Click Connect. Connected files will be added to Workbooks, but the data itself remains in OneDrive.

You can edit data/make new graphs in Excel Online or in the desktop version—noting that changes in the original file will also update here.
Connect

See—we told you it was simple. To connect or import more OneDrive files, just repeat the steps outlined above.

Need more help with digital transformation? Get started with QuickHelp™.

Better known around the office as “The Queen of No,” Jourdan can actually be sort of pleasant once you get to know her. When she isn’t distracting the Marketing team with music video ideas, Jourdan is probably stalking the Barefoot Contessa, pretending (poorly) to enjoy exercise, or Netflix binging with her husband and goofball of a dog.
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