How to update item in SharePoint list from Power BI?

You can use Power BI to update items in a SharePoint list by leveraging the Power Automate integration. Here are the steps to follow:

1. In Power BI Desktop, connect to your SharePoint list as a data source and create a report.

2. In the report view, select the visual element (e.g., table, matrix) that represents the data you want to update.

3. Right-click on the visual element and select "Create Power Automate" from the context menu.

4. This will open the Power Automate website in a new tab with a pre-configured flow that is triggered when a row is selected in the visual element.

5. In the Power Automate flow, add a "Get item" action to retrieve the selected item from the SharePoint list.

6. Add an "Update item" action to modify the item's properties.

7. In the "Update item" action, select the SharePoint site and list where the item is located, and map the fields you want to update to the corresponding values from your report.

8. Save and test the Power Automate flow.

9. Back in Power BI, select the visual element again and click on the ellipsis icon to open the context menu.

10. Click on "Refresh" to update the data from the SharePoint list, and then select the row(s) you want to update.

11. The Power Automate flow will be triggered automatically, and the selected item(s) will be updated in the SharePoint list.

Using Power BI and Power Automate together can be an efficient way to update multiple items in a SharePoint list without having to use PowerApps. However, keep in mind that you may need to adjust the flow and report design based on your specific requirements and data structure.

2 Replies

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Amit Kumar3y ago
Thanks @Raj for your reply.

I am not getting this 3 steps here. Could you please help with any reference video or link?

2. In the report view, select the visual element (e.g., table, matrix) that represents the data you want to update.

3. Right-click on the visual element and select "Create Power Automate" from the context menu.

4. This will open the Power Automate website in a new tab with a pre-configured flow that is triggered when a row is selected in the visual element.
Rajkiran Swain3y ago
You can use Power BI to update items in a SharePoint list by leveraging the Power Automate integration. Here are the steps to follow:

1. In Power BI Desktop, connect to your SharePoint list as a data source and create a report.

2. In the report view, select the visual element (e.g., table, matrix) that represents the data you want to update.

3. Right-click on the visual element and select "Create Power Automate" from the context menu.

4. This will open the Power Automate website in a new tab with a pre-configured flow that is triggered when a row is selected in the visual element.

5. In the Power Automate flow, add a "Get item" action to retrieve the selected item from the SharePoint list.

6. Add an "Update item" action to modify the item's properties.

7. In the "Update item" action, select the SharePoint site and list where the item is located, and map the fields you want to update to the corresponding values from your report.

8. Save and test the Power Automate flow.

9. Back in Power BI, select the visual element again and click on the ellipsis icon to open the context menu.

10. Click on "Refresh" to update the data from the SharePoint list, and then select the row(s) you want to update.

11. The Power Automate flow will be triggered automatically, and the selected item(s) will be updated in the SharePoint list.

Using Power BI and Power Automate together can be an efficient way to update multiple items in a SharePoint list without having to use PowerApps. However, keep in mind that you may need to adjust the flow and report design based on your specific requirements and data structure.