Connect to Smartsheet with Power BI

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  • 2 minutes to read

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 dataset 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.

How to connect

  1. Select Apps in the nav pane > select Get apps in the upper-right corner.

    Get apps icon

  2. In AppSource, select the Apps tab, and search for the service you want.

    Apps tab in AppSource

  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

  4. In Get started with your new app, select Connect.

    Get started with your new app

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

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

    Smartsheet credentials

    Smartsheet sign-in

  6. 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 Datasets 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.

Next steps

  • Create the new workspaces in Power BI
  • Install and use apps in Power BI
  • COnnect to Power BI apps for external services
  • Questions? Try asking the Power BI Community