Plenty of customers are turning to Google Sheets as a result of it’s free and simple to make use of. Microsoft might be feeling Google’s affect as a result of the newest model of Microsoft Edge interfaces with Microsoft 365, and the dashboard appears to be like a bit like Google Drive.
With many customers and even organizations turning to Google Sheets, you may end up needing to import information from Google Sheets into Microsoft Energy BI. The aptitude to take action has been round for nearly a yr so it may be helpful to learn the way. Luckily, it’s straightforward.
SEE: Google Workspace vs. Microsoft 365: A side-by-side evaluation w/guidelines (TechRepublic Premium)
On this tutorial, I’ll present you easy methods to import information from Google Sheets into Microsoft Energy BI. We’ll additionally assessment easy methods to import Microsoft Excel information into Google Sheets and vice versa. I’m utilizing Google Sheets in Microsoft Edge and Microsoft Energy BI on a Home windows 10 64-bit system. You possibly can obtain the demo file for this tutorial.
Methods to add and save an Excel file as a Google Sheets file
Google Drive enables you to add and retailer an Excel file with out forcing you to transform the .xlsx file to a Google Sheets file. In any case, Google Drive is about storage, not format. Later, for those who determine to avoid wasting the .xlsx file as a .gsheet file, Google Sheets received’t exchange the Excel file. Quite, it creates a brand new Google Sheets file — you find yourself with an .xlsx and .gsheet file in Google Drive.
To display, let’s add an Excel file into Google Drive after which reserve it as a Google Sheets doc:
1. Open your Google Drive.
2. Click on the New button.
3. Within the ensuing dropdown, select File Add. You may also add a folder, which is handy, however we received’t accomplish that now.
4. Find after which choose the Excel file you need to add and click on Open (Determine A). You should use certainly one of your Excel recordsdata or the demonstration PBIGoogleSheets_ExcelDemo.xlsx file after saving it domestically.
Determine A
5. Within the ensuing submenu, select Open With, after which choose Google Sheets.
The file in Google Sheets is an editable Excel file. In case you make modifications to the file, Google maintains the .xlsx format. In case you determine to transform the info to Google Sheets, click on the File menu after which select Save As Google Sheets (Determine B).
Determine B
At this level, you will have two distinct recordsdata: One is an Excel file and the opposite is a Google Sheets file (Determine C). In case you make modifications to this file, Google is not going to save them to the .xlsx file and vice versa.
Determine C
Now let’s take a look at easy methods to convert a Google sheet to an Excel sheet.
Methods to convert a Google Sheets file to an Excel file
Changing a Google sheet to an Excel file is even simpler as a result of you may obtain and alter the format on the similar time. To display, let’s convert the Google sheet we simply saved to Excel as follows:
1. Open the Google sheet.
2. Click on the File menu and select Obtain.
3. Within the ensuing submenu (Determine D), choose Microsoft Excel (.xlsx).
Determine D
Or right-click the Google Sheets doc and select Obtain. Google Drive will obtain and convert the Google sheet to an Excel .xlsx file, and also you’ll save a click on.
Methods to import Google Sheets file into Energy BI
The lengthy method to get information in a Google Sheets file into Energy BI is to avoid wasting the file as an Excel file after which open that file in Energy BI. That’s now not crucial. To get Google Sheets information into Energy BI, you want solely the sheet’s URL in Google Drive. To display, let’s use the Google Sheets file from the earlier part as follows:
1. Return to or open your Google Drive.
2. Find the Google Sheets file that you simply need to use in Energy BI.
3. Copy the sheet’s URL (Determine E) to the Clipboard by deciding on it after which urgent Ctrl + C.
Determine E
4. Signal into your Microsoft account and open Energy BI as you usually do. When making use of this to your personal work, open the .pbix file to which you need to add the Google Sheets information. In case you at the moment have a .pbix file open, click on the File tab and select New to shut the open file to keep away from including this pattern information right into a working file.
5. Click on the Get Information tab.
6. From the dropdown, select Extra (Determine F).
Determine F
7. Within the ensuing window, enter Google into the Search management.
8. Within the checklist to the fitting, choose Google Sheets (Determine G) after which click on Join. If prompted to permit a third-party to interface, click on Join.
Determine G
9. Enter the URL within the Clipboard (Determine H) by urgent Ctrl + V.
Determine H
10. Click on OK.
11. If prompted to signal into your Google account, accomplish that.
As you may see in Determine I, the Navigator shows all of the sheets within the Google Sheets doc.
Determine I
In case you’re utilizing the demonstration information, click on solely the Gross sales sheet after which click on Load. If prompted to avoid wasting pending modifications, click on Apply Modifications. Energy BI will convert the info into desk kind (Determine J).
Determine J
You continue to have a bit of labor to do:
- Take away the primary column, named Column 1. That is column A within the Google Sheets file.
- Left align the Date column.
- Apply forex formatting to the Quantity column.
Now that the info is in Energy BI, you need to use it as you’ll every other information.
Getting Google Sheets information into Energy BI isn’t a variety of work. Merely copy the URL into Energy BI, load the info and begin constructing visuals.
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