How to Connect a Smartsheet Document to Power BI



Guide

  1. Inside the sheet you want to connect, head over to the top menu bar and click 'File'.

  2. After that, hover your mouse cursor over the 'Export' option and select 'Export to Microsoft Excel'.

  3. On the main dashboard of Power BI, navigate to the left-side panel and click 'Create'.

  4. Find and select 'Excel (Preview)'.

  5. Subsequently, tick the radio button beside 'Upload File'.

  6. Tap 'Browse' and then choose the Smartsheet document exported as an Excel file.

  7. Following that, tap 'Next' to proceed.

  8. Choose the Smartsheet data you want to use, then tap 'Create'.

  9. After completing these steps, the selected Smartsheet document will be connected to Power BI.

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