I had the honor of presenting one of my favorite Microsoft 365 features for the Baltimore SharePoint User Group’s regular meeting last week. You may have seen this particular feature on your lists (individual or in SharePoint): the ability to visualize a list or library’s data using the Power BI service.
This newer feature of convenient Power BI integration for lists gives you an automatic report based on your list’s data. We explored how to create a report, customize it, and save it back to the list for future one-click access.
Even if you haven’t used Power BI (yet), this presentation was made for all experience levels and will provide a proper introduction. In this one-hour session, I specifically covered:
- How to create an automatic report/dashboard from your list in just a few clicks
- How to edit and publish the auto-generated report for others to use
- Site lists vs my lists
- Limitations of the feature
- Licensing requirements
Watch the recording on YouTube, or embedded below.
Additional resources
- Create a report quickly from a SharePoint list in the Power BI service – Power BI | Microsoft Docs
- Power BI admin portal – Power BI | Microsoft Docs
- Power BI Learning Overview | Microsoft Power BI
- Roadmap | Microsoft Power BI
- Microsoft Power BI – YouTube
- Pricing & Product Comparison | Microsoft Power BI