SharePoint and OneDrive sources in Power BI - Dashboard Guide

Dashboard Mode - SharePoint and OneDrive sources

Dashboard Goal

Understand how to connect and visualize data imported from SharePoint and OneDrive sources in Power BI to track document usage and storage.

Sample Data

Document Name	Source	Owner	Last Modified	Size (MB)	Views
ProjectPlan.docx	SharePoint	Alice	2024-06-10	2.5	150
Budget.xlsx	OneDrive	Bob	2024-06-08	1.2	90
MeetingNotes.docx	SharePoint	Charlie	2024-06-09	0.8	120
DesignMockup.pptx	OneDrive	Alice	2024-06-07	3.1	200
Strategy.pdf	SharePoint	Bob	2024-06-05	1.5	80
Research.docx	OneDrive	Charlie	2024-06-11	2.0	110

Dashboard Components

• KPI Card: Total Documents
  Formula: Total Documents = COUNTROWS('Documents')
  Result: 6
• KPI Card: Total Storage Used (MB)
  Formula: Total Storage = SUM('Documents'[Size (MB)])
  Result: 11.1 MB
• Bar Chart: Documents by Source
  Formula: Count by Source = COUNTROWS('Documents') grouped by Source
  Result: SharePoint = 3, OneDrive = 3
• Table: Document Details
  Columns: Document Name, Source, Owner, Last Modified, Size (MB), Views
• Line Chart: Views Over Time
  Formula: SUM('Documents'[Views]) by Last Modified date
  Result: Shows views trend from 2024-06-05 to 2024-06-11

Dashboard Layout

+----------------------+-----------------------+
| Total Documents (6)   | Total Storage (11.1MB) |
+----------------------+-----------------------+
| Documents by Source (Bar Chart)           |
| +--------------------------------------+  |
| | SharePoint: 3                        |  |
| | OneDrive: 3                         |  |
| +--------------------------------------+  |
+-------------------------------------------+
| Document Details (Table)                   |
| +--------------------------------------+  |
| | Document Name | Source | Owner | ... |  |
| +--------------------------------------+  |
+-------------------------------------------+
| Views Over Time (Line Chart)               |
| +--------------------------------------+  |
| | Date       | Views                    |  |
| +--------------------------------------+  |
+-------------------------------------------+

Interactivity

Adding a filter for Source (SharePoint or OneDrive) updates:

• KPI cards (Total Documents and Total Storage) recalculate for selected source.
• Bar chart highlights the selected source.
• Document Details table shows only documents from the selected source.
• Views Over Time line chart updates to show views for documents from the selected source only.

Clicking on an Owner in the table filters all visuals to that owner's documents.

Self Check

If you add a filter for Source = SharePoint, which components update and what changes occur?

• Total Documents KPI updates to 3.
• Total Storage KPI updates to 4.8 MB (2.5 + 0.8 + 1.5).
• Documents by Source bar chart highlights SharePoint bar.
• Document Details table shows only SharePoint documents.
• Views Over Time line chart shows views only for SharePoint documents (150 + 120 + 80 = 350 views over dates).

Key Result

Dashboard showing document counts, storage, and views from SharePoint and OneDrive sources with interactive filters.