Do you wish you could apply your data visualisation and task automation know-how to SharePoint document libraires? You’ll soon be able to!
Short version:
Microsoft are bringing data visualisation and task automation capabilities (previously only available for list data) to document libraries. Due early to late January 2022.
Details:
This update bundles three updates:
Power BI Quick Create: in a document library you will see a new menu option in Integrate > Power BI > Visualize this library, which allows you to create a new Power BI report using that library data. Once a report is saved and published, it will appear in the same submenu under Integrate > Power BI. If you have a Microsoft 365 E5 license or Power BI Pro license will have access to the full report authoring and viewing experience. If you have a Power BI free license you’ll be able to visualise your list data, but cannot publish nor view reports.
Quick chart part for document library: in a document library you will be able to use the Quick chart webpart to add simple, basic charts to your page. Enter your data points or get data from a list or library, add labels, pick your chart type (column or pie) and publish.
Notification rules: You will see a new menu option in Document library >Automate > Rules > Create a rule, which allows you to create rules to automate tasks such as sending someone a notification when a new file is created or a column value changes in the library.
Availability:
Due early to late January 2022.
Related Links:
- Create a report quickly from a SharePoint list in the Power BI service
- Create a rule to automate a list or library
- Use the Quick Chart web part
Check status:
Microsoft 365 Roadmap IDs 88706, 88716, and 88710.
For the admins:
The Power BI Quick Create feature is on by default, but you can turn it off from the Power BI Admin Portal under Tenant settings. If this feature is disabled for tenants, users will continue to see the Power BI submenu in the List command bar, but any attempt to create or view a report will land in an error page.
MC301708