Excel

This guide will walk you through the steps required to add an Excel data source to Sintel BI. By following these instructions, you will connect an Excel workbook saved in your SharePoint environment and link it within Sintel BI for analysis.

Step 1: Upload Your Excel Workbook to SharePoint

The first step is to upload your Excel workbook to SharePoint, which will host the file for Sintel BI to access.

1. Open SharePoint and navigate to the Site Assets library:
   • Open your SharePoint site.
   • Select Site Contents from the left navigation menu.
   • Inside Site Contents, open Site Assets. This is where your Excel workbook should be stored.
2. Upload the Excel file:
   • Within Site Assets, click Upload.
   • Select and upload the Excel file you want to connect to Sintel BI.
   • After uploading, your file will be stored in Site Assets, ready for use.

Step 2: Get the Link for the Excel Workbook

To link the Excel file to Sintel BI, you need its direct URL.

1. Locate the Excel file within Site Assets.
2. Copy the file link:
   • Click on the three dots (or right-click) beside the file name.
   • Choose Copy Link to get a shareable link.

Step 3: Add the Excel Data Source in Sintel BI

With the file prepared and link copied, follow these steps to connect it in Sintel BI:

1. Open Sintel BI and go to the Data Sources section:
   • From the left navigation menu, click on Data Sources.
2. Select Excel as the data source type:
   • From the available options, choose Excel.
3. Enter the file URL and validate it:
   • Paste the copied link into the File URL field.
   • Click Validate. If the link is correct, Sintel BI will confirm access to the file.
4. Select a Sheet from the Workbook:
   • After validation, choose the specific sheet within the workbook that you want to use in Sintel BI.
5. Name Your Data Source:
   • Give the data source a meaningful name, as it will help you identify it later.
6. Save the Data Source:
   • Click Save to complete the setup.

Once connected, any updates made to the Excel workbook in SharePoint will be automatically reflected in your Sintel BI dashboard. There’s no need to manually refresh the data source in Sintel BI—your dashboard will always display the most recent data available from the connected Excel file.

By following these steps, you’ll successfully integrate your Excel workbook from SharePoint into Sintel BI, ensuring real-time updates in your BI dashboard.