Let’s create a report on a Microsoft List using the integration between Lists and Power BI. That’s the “Integrate - Power BI - Visualize this list” menu option and the “Export to Power BI” option. We’ll cover who would want to do this, how to make it good and under what circumstances you’d want to build the model yourself.
This feature does have the advantage of being entirely browser-based, so for those of you on a Mac or who are unable to install software, this will be a go-to!
In this case, we are building a task and project management dashboard that resembles the reporting coming out of Planner. This is part of a multipart series on how to make your own custom Planner equivalent using SharePoint and Power Platform.
🛠️ RESOURCES
- Get the Power BI background image used in this video: https://bi-ome.kit.com/template-download
🍀 CHAPTERS
0:00 Intro - Who should use this and why
1:40 - Differences between the features
2:55 - Export to create the Power BI model
3:59 - Schedule refresh
4:53 - Create a Power BI report from the model
6:04 - Create visuals
12:09 - Customize colors
15:45 - Embed in SharePoint with the List
🦊 WATCH NEXT
- This is part of the DIY Planner series! Here’s the playlist with all videos: https://www.youtube.com/watch?v=gYwkfwyRIxI&list=PLVWnQj3YS9wvw5DE_va5nWxnsF9xHWkW6&index=1
- How to use Microsoft Lists as a source in Power BI Desktop: https://youtu.be/xRe3qGz2m_c
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#powerbi #sharepoint #mslist #microsoftlist #dashboard #projectmanagement