Friday, March 10, 2017
Smartsheet offers an easy platform for collaboration and file sharing. The Smartsheet content pack for Power BI provides a dashboard, reports and dataset that shows an overview of your Smartsheet account. You can also use the Power BI Desktop to connect directly to individual sheets in your account.
Connect to the Smartsheet content pack for Power BI.
Note: Smartsheet admin account is preferred to connect and load the Power BI content pack as it has additional access.
Select Get Data at the bottom of the left navigation pane.
In the Services box, select Get.
Select Smartsheet > Get.
For Authentication Method, select oAuth2 > Sign In.
When prompted, enter your Smartsheet credentials and follow the authentication process.
After Power BI imports the data you will see a new dashboard, report, and dataset in the left navigation pane. New items are marked with a yellow asterisk *, select the Smartsheet entry.
Try asking a question in the Q&A box at the top of the dashboard
Change the tiles in the dashboard.
Select a tile to open the underlying report.
While your dataset will be schedule to refreshed daily, you can change the refresh schedule or try refreshing it on demand using Refresh Now
The Smartsheet content pack for Power BI includes an overview of your Smartsheet account, such as the number of workspaces, reports and sheets you have, when they're modified etc. Admin users will also see some information around the users in their system, such as top sheet creators.
To connect directly to individual sheets in your account, you can use the Smartsheet connector in the Power BI Desktop.