If you’ve been following the series on how to get Planner data in Power BI, you might also want to create clickable hyperlinks to tasks in your table visuals. Assuming your data structure is the same as that in the linked video, all you need to do is add a custom column in Power Query,… Continue reading: Creating a clickable link to a Planner task in Power BI
YES you can use incremental refresh on SharePoint files in Power BI! The trick is, the date column you use needs to be something OUTSIDE the file, such as the “created date” column in the SharePoint library. What that means, is, this is only really useful for SharePoint folder sources, where Power BI is grabbing… Continue reading: Can you use incremental refresh on SharePoint file sources in Power BI?
In the video tutorials for how to send a basic HTML table from Power BI with Power Automate and similar for styled tables, a question came up about what to do if the query to the Power BI dataset returned blank for a given user – if it has no rows to show, it will… Continue reading: Sending HTML Table Emails from Power BI with Power Automate – Handling Blanks
If you use Microsoft Planner or Project for the Web, you’re probably familiar with the colored labels you can add to tasks. These can be renamed to whatever you like; they’re used to “flag” tasks. When we pull this task data into Power BI, we lose a lot of the label details. If we’re using… Continue reading: Microsoft Planner / Project for the Web Color Label Values
Early on when the SharePoint Online List 2.0 connector was released, I did some internet searching to see why you’d use the new connector vs the old connector. It turned up a lot of posts like this, where it was stated that the limit on the 2.0 connector was a maximum of 5000 returned rows.… Continue reading: SharePoint List 2.0 Power BI Connector: Is the Limit 5000 Rows?
It depends on exactly what functionality you need, who your form submitters are, and what licensing you have available to use. Are your form submitters internal organization users or anonymous/external? If your submitters are external and not being explicitly invited with their Microsoft 365 accounts, the answer is going to be Microsoft Forms or Power… Continue reading: Which tool should I use to make a form in Microsoft 365?
I run into this problem more times than not when setting up tables in Dataverse to use with Power BI. Why does this happen? I have no idea. After creating the table, I go to search for it in the Power BI Dataverse connector menu and the table doesn’t show up. Waiting it out doesn’t… Continue reading: New Dataverse table isn’t showing up in Power BI? Here’s the fix.
So I completely re-worked the way I did this in my YouTube video, here’s the new method. I’ve not yet had time to go through and re-write the associated blog article but wanted to leave the post here in case there’s any links persisting out there. Please see the video for the most up-to-date instructions!… Continue reading: Get Planner checklist/subtask items using Power Automate
If you’re looking for a simple no-code way to get Microsoft Planner data, Power Automate is the way to go. We can create a scheduled flow that stores the data in a SharePoint Online path, then connect to that file with Power Query in Power BI or Excel! Create a Scheduled Power Automate flow In… Continue reading: Get Planner data with Power Automate
SharePoint Online sources in Power BI do not require a gateway to schedule a refresh, making them a very convenient storage solution for file sources – in addition to things like SharePoint lists. You can use a gateway for SharePoint Online sources, but you would need to create a connection in the gateway for every… Continue reading: How to schedule refresh of a cloud file source in Power BI