Use Power BI to connect to an Excel workbook on OneDrive for Business

In Power BI, you can connect to Excel workbooks on OneDrive for Business and pin tiles to a dashboard from that workbook. When you share that dashboard, or create a content pack that includes that dashboard:

  • Your colleagues can view the tiles without needing permissions for the workbook itself. So you can create a content pack and know that your colleagues can see the tiles created from the Excel workbook on OneDrive.

  • Clicking the tile opens the workbook inside of Power BI. The workbook will only open if your colleagues have at least read permissions to the workbook on OneDrive for Business.

Share a dashboard that contains workbook tiles

To share a dashboard that links back to an Excel workbook on OneDrive for Business, see Share and Unshare a Dashboard. The difference is that you'll have the option to modify the permissions for the linked Excel workbook before sharing.

  1. Enter the email addresses for your colleagues.

  2. To enable your colleagues to view the Excel workbook from Power BI, select Go to OneDrive for Business to set workbook permissions.

  3. On OneDrive, modify the permissions as needed.

  4. Select Share.

Note: Your colleagues won't be able to pin additional tiles from that workbook, or make changes to the Excel workbook from Power BI.

Create an organizational content pack with a dashboard that contains workbook tiles

When you publish a content pack you give access to individual colleagues or groups. When you publish a content pack that contains workbook links, you'll have the option to modify the permissions for the linked Excel workbook before publishing.

  1. In the Create content pack screen, enter email addresses, give the content pack a title and description, and upload an image.

  2. Select the dashboard and/or report that is linked to the Excel workbook on OneDrive for Business.

  3. Select Go to OneDrive for Business to set workbook permissions.

  4. On OneDrive, modify the permissions as needed.

  5. Select Publish.

Share a dashboard from a Power BI group

Sharing a dashboard from a Power BI group is similar to sharing a dashboard from your own workspace, except that the files are located in an Office 365 group site, instead of your private OneDrive for Business. Modify the permissions for the Excel workbook before sharing the dashboard with people outside the group.

See also