Connect OneDrive to Power BI

To connect OneDrive to Power BI and further import data, follow the step-by-step guide below:

Step 1: Collect data
First, connect your OneDrive account. Next, select the file from where you'd like to export data and adjust further settings if there are any. For example, if you're loading data from a workbook, you'll also be prompted to specify the particular worksheet(s).



When you're finished with that, proceed to preview your data.

Step 2: Organize and transform
Before importing OneDrive to Power BI, you can look at your data to see whether it's organized according to your needs. If not, you can fix this by making the following data transformations:

• Edit, rearrange, hide, or add columns.
• Apply various filters and sort your data.
• Create new columns with custom formulas.
• Combine data from multiple accounts or apps.

By doing so, you can make sure that data will be ready for analysis as soon as it reaches the destination.



Once you've verified that the data is correct, move to configure your destination.

Step 3: Load and automate
To finally load your data from OneDrive to Power BI, follow the in-app instructions to do the following:

• Generate the integration URL.
• Paste it into the Power BI desktop app.

After that, activate the automatic data refresh functionality and select the frequency for updates. Lastly, save and run the importer to get the things done.

To maintain the relevance of your Power BI report, enable automated data refreshes. Thanks to this feature, you won't longer need to manually adjust your report to the changes in the source data.

Customize the frequency according to your requirements, whether it's on a monthly, daily, hourly basis, or even every 30 or 15 minutes. Furthermore, you have the flexibility to set specific days of the week, the time frame, and the time zone.



By scheduling these updates, you ensure your report provides you with the most recent information for data analytics.

Coupler.io doesn't just fetch data from OneDrive. It can also gather related records from many other apps. To tap into this feature, connect another application by clicking the respective button when adjusting the source settings.

Then, go through a setup process similar to what you did for the initial source. This allows you to establish connections with various apps, even multiple accounts within one.

Moreover, Coupler.io has the ability to blend data from different sources. This means you can combine data from OneDrive with information from elsewhere.

When you connect the desired sources and start previewing your data, you have two options:

• Append: Integrate data from one source into another, as long as they have matching column names.
• Join: Merge datasets side by side, with at least one column having the same name.

By including diverse sources, ranging from marketing platforms to CRM apps, you can gain a deeper understanding of your data.

Apart from the option to connect OneDrive to Power BI, Coupler.io offers you to replicate importers and get your data to many more apps:

• Spreadsheet applications: Microsoft Excel and Google Sheets.
• Data warehouses: BigQuery, PostgreSQL, and Redshift.
• Other business intelligence (BI) tools: Looker Studio, Tableau, and Qlik.

Importing data from OneDrive to alternative destinations isn't much different from the previously described process for Power BI.