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Connect to Smartsheet with Power BI

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This article walks you through pulling your data from your Smartsheet account with a Power BI template app. Smartsheet offers an easy platform for collaboration and file sharing. The Smartsheet template app for Power BI provides a dashboard, reports, and semantic model that show an overview of your Smartsheet account. You can also use Power BI Desktop to connect directly to individual sheets in your account.

After you've installed the template app, you can change the dashboard and report. Then you can distribute it as an app to colleagues in your organization.

Connect to the Smartsheet template app for Power BI.

Note

A Smartsheet admin account is preferred for connecting and loading the Power BI template app as it has additional access.

Install the app

  1. Select Apps in the navigation pane, then choose Get apps in the upper-right corner.

    Screenshot shows the Power BI service with Apps and Get apps selected.

  2. In Power BI apps, select the Apps tab, and search for the service you want.

    Screenshot shows apps that you can install from Power BI apps.

  1. Select Smartsheet > Get it now.

  2. In Install this Power BI App? select Install.

  3. In the Apps pane, select the Smartsheet tile.

    Power BI Smartsheet app tile

Connect to your Smartsheet data source

  1. Select the Smartsheet tile on your Apps page to open the app. The app opens, showing sample data.

  2. Select the Connect your data link on the banner at the top of the page.

  3. For Authentication Method, select oAuth2 > Sign In.

    When prompted, enter your Smartsheet credentials and follow the authentication process.

    Smartsheet credentials

    Smartsheet sign-in

  4. After Power BI imports the data, the Smartsheet dashboard opens.

    Smartsheet dashboard

Modify and distribute your app

You've installed the Smartsheet template app. That means you've also created the Smartsheet workspace. In the workspace, you can change the report and dashboard, and then distribute it as an app to colleagues in your organization.

  1. To view all the contents of your new Smartsheet workspace, in the nav pane, select Workspaces > Smartsheet.

    Smartsheet workspace in the nav pane

    This view is the content list for the workspace. In the upper-right corner, you see Update app. When you're ready to distribute your app to your colleagues, that's where you'll start.

    Smartsheet content list

  2. Select Reports and Semantic models to see the other elements in the workspace.

    Read about distributing apps to your colleagues.

What's included

The Smartsheet template app for Power BI includes an overview of your Smartsheet account, such as the number of workspaces, reports, and sheets you have, when they're modified etc. Admin users also see some information around the users in their system, such as top sheet creators.

To connect directly to individual sheets in your account, you can use the Smartsheet connector in the Power BI Desktop.

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