Book Image

Microsoft 365 and SharePoint Online Cookbook - Second Edition

By : Gaurav Mahajan, Sudeep Ghatak, Nate Chamberlain, Scott Brewster
Book Image

Microsoft 365 and SharePoint Online Cookbook - Second Edition

By: Gaurav Mahajan, Sudeep Ghatak, Nate Chamberlain, Scott Brewster

Overview of this book

Microsoft 365 offers tools for content management, communication, process automation, and report creation. Microsoft 365 and SharePoint Online Cookbook maximizes workplace collaboration and productivity using SharePoint Online, Teams, OneDrive, Delve, M365 Search, Copilot, Power Platform, Viva, Planner, and Microsoft Forms. You will find thoroughly updated recipes for SharePoint Online, covering sites, lists, libraries, pages, web parts, and learn SharePoint Framework (SPFx) basics for building solutions. You will explore many Microsoft Teams recipes to prepare it to be your organization’s central collaboration hub. You will be able to unlock Power Platform potential with recipes for Power Apps to enable low-code/no-code app development and learn to automate tasks with Power Automate and Power Automate Desktop. The book teaches you data visualization with Power BI, and chatbot creation with Power Virtual Agents (Copilot Studio). Finally, you will also learn about the cutting-edge Copilot and Gen AI functionality in Microsoft 365 and Power Platform. By the end, you will be equipped with skills to effectively use Microsoft 365, SharePoint Online, and the Power Platform. Whether it's enhancing career prospects or improving business operations, this book is a perfect companion on your journey through the Microsoft Office 365 suite.
Table of Contents (15 chapters)
13
Other Books You May Enjoy
14
Index

Retrieving data

Retrieving is the process of fetching data from a location. Power BI has connectors to various data sources, ranging from text and comma-separated values (CSV) files to databases, as well as web pages. Some common Power BI connectors are shown in the following screenshot:

Figure 1: Power BI Connectors

In this section, I will demonstrate how you can retrieve data from a CSV file.

Getting ready

Download the Products_bikes.csv file fromChapter 15 folder in the GitHub repository of this book here https://m365book.page.link/github

You don't need any special permission to retrieve data from files such as text, CSV, or Excel files.

If you are querying a secure data store, you might require additional permissions.

How to do it...

  1. Open the Power BI Desktop tool.
  2. Click on Get Data and select the Text/CSV option:

    Figure 2: Connecting to a data source
  3. Press Connect.
  4. Browse to the location of the CSV file and open the Products_bikes.csv file.
  5. Click Load.
  6. Power BI Desktop...