How-to: Using MS Excel and Power BI for reporting purposes

In this article, you will learn more on how to use data from your SharePoint|sapiens Employee Training Management site to create meaningful reports and easy-to-read diagrams with MS Excel and Power BI.

How does it work?

All your records (enrollments, achievements, courses, events, etc.) can be synchronized with MS Excel or Power BI. You can use diagrams, charts, filters, etc. to analyze your data and share the report as a spreadsheet or publish the Power BI report to a SharePoint website to make it available to the relevant departments.

See it live

Using MS Excel and Power BI for reporting purposes – Employee Training Management/SharePoint Online

What you need for the implementation

Our Employee Training Management app is fully integrated into SharePoint and Microsoft 365 and you can use the following M365 apps to build your reports.

In this case:

  • SharePoint|sapiens Employee Training Management App
  • MS Excel or Power BI/Power BI Desktop

We hope it helps you analyze and report on your data. Feel free to contact us via email at if you have any questions. We are happy to assist you.