How to use Power BI with Excel

Excel files can be one of the trickier sources to work with in Power BI. This video covers optimization, file vs folder connectors, where the files should live, dataflows, and tips to avoid hitting errors. Please see related videos section below for links to scheduled refresh on files and error handling for type errors. 🛠️ RESOURCES Can you incremental refresh SharePoint file sources in Power BI? https://christine-payton.com/incremental-refresh-sharepoint-files/ Incremental refresh documentation: https://learn.microsoft.com/en-us/power-bi/connect-data/incremental-refresh-overview Chris Webb blog post on CSV vs XLSX: https://blog.crossjoin.co.uk/2018/08/02/comparing-the-performance-of-csv-and-excel-data-sources-in-power-query/ Query folding: https://learn.microsoft.com/en-us/power-query/query-folding-basics (transforms on file sources do not fold) ⏲️ TIMESTAMPS 0:00 Intro 0:32 Connector types 1:14 Single file sources & XLSX tips 6:31 SharePoint Folder sources (multiple files) 11:23 How to move queries to a dataflow 14:40 Error handling 15:08 SharePoint lists vs Excel as a source ▶️ RELATED VIDEOS - How to schedule refresh on SharePoint sources in Power BI: https://youtu.be/ba1Akv63GDQ - How to handle errors without your report refresh failing: https://youtu.be/PB6U4AgHQBA - Change source FILE path to SharePoint (this is the easy way to connect to single SharePoint files): https://youtu.be/2HZ8l23RXnc - Change source FOLDER path to SharePoint: https://youtu.be/5SFxHffE2TA - Make a query filter NOT case sensitive: https://youtu.be/vq1qtHTS7as - SharePoint lists as a data source (good alternative to Excel when people need to edit): https://youtu.be/LYu3wqb2Nx4 🪽 CONNECT WITH ME - Blog: https://christine-payton.com/ - LinkedIn: https://www.linkedin.com/in/christinehpayton/ 🎁 SUPPORT THIS CHANNEL - Shop: https://shop.bi-ome.com/ #excel #powerbi