How to Connect a Smartsheet Document to Power BI
- George Apostolov
How to Connect a Smartsheet Document to Power BI: step-by-step guide
Inside the sheet you want to connect, head over to the top menu bar and click 'File'.
After that, hover your mouse cursor over the 'Export' option and select 'Export to Microsoft Excel'.
On the main dashboard of Power BI, navigate to the left-side panel and click 'Create'.
Find and select 'Excel (Preview)'.
Subsequently, tick the radio button beside 'Upload File'.
Tap 'Browse' and then choose the Smartsheet document exported as an Excel file.
Following that, tap 'Next' to proceed.
Choose the Smartsheet data you want to use, then tap 'Create'.
After completing these steps, the selected Smartsheet document will be connected to Power BI.
Quick answer: To connect your document in Power BI, first export your sheet from Smartsheet to Microsoft Excel. Next, open Power BI, click Create, select Excel (Preview), and choose Upload File. Browse to upload the exported Smartsheet document, click Next, select your data, and click Create to complete the connection.
About this Smartsheet tutorial
Connect your Smartsheet document to Power BI by exporting to Excel and uploading the file into Power BI. This guide shows how to connect a Smartsheet Document to Power BI in 9 steps, starting with "Inside the sheet you want to connect, head over to the top menu bar and click 'File'" and finishing with "After completing these steps, the selected Smartsheet document will be connected to Pow...". The interactive demo above is a click-through copy of the real Smartsheet interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to connect a Smartsheet Document to Power BI?
9 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Smartsheet data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Smartsheet and Power BI. Related guides: How to Copy a Sheet in Smartsheet, How to Copy a Smartsheet to Another Smartsheet Workspace and How to Copy and Paste Content From One Smartsheet to Another. Last reviewed 05 Oct 2026.
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