How To

SharePoint on-prem

How-to: report using MS Excel and Power BI

In this article, you will learn more on how you can connect MS Excel and Power BI to your records in SharePoint Online. You can use data from your Employee Training Management or Event Management SharePoint 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

Click to view the video.

What you need for the implementation

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

In this case:

  • SharePoint|sapiens 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 support@sharepointsapiens.com if you have any questions. We are happy to assist you.

SharePoint|sapiens