This is an updated comprehensive walkthrough of how to connect to and model Microsoft Lists data in Power BI Desktop. It covers multi-value fields, person fields, lookups, managed metadata, location, and images in SharePoint as well as how to make links clickable from Power BI to the list items.
🍀 CHAPTERS
0:00 - Intro
1:26 - Connect to the list in Power BI
3:40 - Multi-value fields
6:41 - Date fields
7:30 - Comma-separated choice values
8:48 - Managed metadata fields
9:40 - Location fields
12:25 - Single-value person fields
12:46 - Lookup fields
11:12 - Image field expansion
14:20 - Create a dynamic link to the list item
16:43 - Create a link to the image
19:36 - Create relationships between tables
21:30 - Getting comma-separated person values while keeping value filtering
24:04 - Format fields & data categories
26:32 - Working with location fields
28:50 Display images from SharePoint (also see "data categories" chapter)
30:03 - Publish & schedule refresh
▶️ WATCH NEXT
- Create the Microsoft List used in this video: https://youtu.be/gYwkfwyRIxI?si=ac2lIyUxWT1jn7_5
- How to combine data from multiple lists:
https://youtu.be/EsS2xdKgtsA
- How to use a “date table” in Power BI: https://youtu.be/iOl5epoYQMY
- Displaying task data in a "rollup" matrix: https://youtu.be/OmnSFKlobOI
- 2.0 vs 1.0 SharePoint List connector: https://youtu.be/TqL_fqZjfm4
🎓 COURSE
- I’m working on a course! Join the waitlist here: https://bi-ome.kit.com/waitlist
CONNECT WITH ME
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#mslists #data #sharepoint #powerbi