Add overview for connecting SharePoint to Power BI

This document provides an overview of connecting SharePoint lists to Power BI, including steps for exporting data, creating reports, and refreshing datasets.

Author: brown9804

0_Azure/2_AzureAnalytics/0_Fabric/demos/41_SharepointList_Pbi.md

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+# Connecting SharePoint lists to Power BI - Overview 
+
+ Costa Rica
+
+[![GitHub](https://badgen.net/badge/icon/github?icon=github&label)](https://github.com)
+[![GitHub](https://img.shields.io/badge/--181717?logo=github&logoColor=ffffff)](https://github.com/)
+[brown9804](https://github.com/brown9804)
+
+Last updated: 2025-04-08
+
+----------
+
+<details>
+<summary><b>List of References</b> (Click to expand)</summary>
+
+- [Understand Microsoft Fabric licenses](https://learn.microsoft.com/en-us/fabric/enterprise/licenses)
+- [Power BI embedding scenarios](https://learn.microsoft.com/en-us/fabric/enterprise/licenses#power-bi-embedding-scenarios)
+
+</details>
+
+1. Select the list of assets; for this scenario, please choose the SharePoint list:
+
+    <img width="1905" height="995" alt="image" src="https://github.com/user-attachments/assets/113ed3d7-1004-4256-9d5f-a752c1d2678c" />
+
+2. Select the 'Export to Power BI' option:
+
+   <img width="1907" height="998" alt="image" src="https://github.com/user-attachments/assets/7118b05c-5879-41a6-929e-641ee13b1f01" />
+
+> Initial list:
+
+<img width="814" height="234" alt="image" src="https://github.com/user-attachments/assets/c9a58ee2-78d7-4871-85bb-97a8a8a9549e" />
+
+3. Select the `name for the data set` that will be created as a copy of your information from SharePoint. It can be refreshed manually or
+automatically depending on the configuration. Choose the `workspace `where it will be published, as viewing and creating content in Fabric/Power BI requires the appropriate licenses. You can find more details about this
+[Power Bi Licensing - Overview](https://github.com/MicrosoftCloudEssentials-LearningHub/DemosScenarios-TechTalks/blob/main/0_Azure/2_AzureAnalytics/0_Fabric/demos/33_PowerBi_Licensing.md). Finally, click `continue`
+
+  <img width="1897" height="843" alt="image" src="https://github.com/user-attachments/assets/668c681d-d85f-4270-9083-3f1d2f4fab85" />
+
+> [!NOTE]
+> If you have previously been connected to this List, this message will appear. Please feel free to select the option that best suits your needs.
+
+<img width="697" height="431" alt="image" src="https://github.com/user-attachments/assets/ffe66b2f-cd27-4708-89b4-53eea6409e91" />
+
+
+> You will receive a notification indicating that the dataset is being created: 
+
+<img width="1907" height="275" alt="image" src="https://github.com/user-attachments/assets/3169c011-a29c-4bbd-9034-b38c71d6301c" />
+
+> [!TIP]
+> If you need to modify the dataset, such as removing the summarization type from a column, please follow these steps:
+
+https://github.com/user-attachments/assets/9f28c491-bf2c-407b-83ff-7a2171c5c063
+
+4. Please create a Power BI report using the provided dataset. There are several approaches you can take to accomplish this:
+
+> In the semantic model view, please select `Export` and then choose `Create a blank report`.
+
+<img width="1907" height="786" alt="image" src="https://github.com/user-attachments/assets/a1a82d61-b65e-4727-b294-1cacd0efa35a" />
+
+> For instance, when accessing it from the workspace view:
+
+<img width="1891" height="987" alt="image" src="https://github.com/user-attachments/assets/47e78f0b-2b09-4338-b678-a97aa8f99b21" />
+
+For example, this is how it looks:
+
+https://github.com/user-attachments/assets/832d492a-3538-4730-8ada-f811a4f09d1e
+
+## How to refresh?
+
+> Now, let's consider a scenario where the information from SharePoint needs to be refreshed.
+
+### Manual approach 
+
+> Here is the process for manually refreshing the data.
+
+> [!NOTE]
+> This can also be done automatically or scheduled as needed.
+
+| Initial list | Power Bi | 
+| --- | --- | 
+| <img width="814" height="234" alt="image" src="https://github.com/user-attachments/assets/c9a58ee2-78d7-4871-85bb-97a8a8a9549e" /> | <img width="538" height="302" alt="image" src="https://github.com/user-attachments/assets/1853a761-2239-4e09-9be9-98d110264949" /> | 
+
+> How to update the dataset?
+
+https://github.com/user-attachments/assets/e858dc17-176a-4836-bbed-f80e03e670eb
+
+| Updated list | Updated Power Bi | 
+| --- | --- | 
+| <img width="872" height="271" alt="image" src="https://github.com/user-attachments/assets/b4bdf493-c81f-46bf-8412-86ce27de3864" /> | <img width="368" height="187" alt="image" src="https://github.com/user-attachments/assets/2fa47954-6e64-467f-a63f-be8a0582447b" /> | 
+
+
+<!-- START BADGE -->
+<div align="center">
+  <img src="https://img.shields.io/badge/Total%20views-1532-limegreen" alt="Total views">
+  <p>Refresh Date: 2025-10-23</p>
+</div>
+<!-- END BADGE -->