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OneNote and PowerBI

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lilyxxxx on 07 Mar 2015 09:50:23

I attended the CRM Dynamics Blitz yesterday and they said that OneNote will be an option in addition to the notes column.



I find this awesome. Can PowerBI look at the OneNote data remotely like Excel?

Administrator on 20 Aug 2020 01:25:09

Sounds like you're asking for Power BI to connect to a table of data stored in a OneNote page, is that right? Sounds like an interesting use case!

Comments (15)
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Octávio Barbosa on 02 Dec 2021 15:13:11

RE: OneNote and PowerBI

One more, waiting for this feature.

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Alex Power BI User on 28 Sep 2020 18:24:55

RE: OneNote and PowerBI

"Like a lot of people (I guess) I use OneNote "To Do" tags to track action items that have been assigned to me and my team, I would like to be able to get all tag data from a OneNote notebook (similar to the "Finds Tags" table) imported into a table in Power BI. It would be even better if the tags in OneNote have associated metadata (created date, checked date, Notebook, Section, Page, etc)"

Indeed! Connecting to data maintained in OneNote from Power BI could be very helpful to tap into semi-structured collaborative data and get insight into shared knowledge management or whatever is tracked there (thanks to OneNote's flexibility).

To really make it work it should support not just tables stored in OneNote, but also tagged paragraphs (metadata fields, text, preferably with entity and sentiment extraction). Perhaps to build upon the existing Power Automate integration to support more granular triggers and actions. Not just at the page/document level. It must be at the level of actual content like with the Fluid framework (MS already work on making Fluid work in OneNote). Then such shared reusable pieces of content could also be used and managed as more structured data in CDM/S and analyzed in Power BI.

A related important use case is linking Power BI reports to team collaboration and knowledge/wiki/ideas using OneNote.
That could extend Commenting functionality in Power BI substantially. Similar to how it works in Dynamics 365 and Power Apps:
https://docs.microsoft.com/en-us/power-platform/admin/set-up-onenote-integration-in-dynamics-365
https://docs.microsoft.com/en-us/powerapps/user/onenote

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Kamen Georgiev on 14 Sep 2020 12:27:42

RE: OneNote and PowerBI

I would love to see a feature, to collect data from OneNote and display a report in Power Bi

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trum cuoi phan thiet on 21 Aug 2020 00:36:17

RE: OneNote and PowerBI

gfhgfg

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Erich on 05 Jul 2020 23:49:44

RE: OneNote and PowerBI

any traction on this feature :)

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Mike Frese on 05 Jul 2020 23:49:25

RE: OneNote and PowerBI

Would like to query OneNote (On-Premise) and online with Power BI.

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Power BI Ideas Admin on 05 Jul 2020 23:23:07

RE: OneNote and PowerBI

Yes will, that is correct. That is the right idea.

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Power BI User on 05 Jul 2020 23:22:20

RE: OneNote and PowerBI

I would love to be able to access OneNote data in my PowerBI reporting, as well.

I have the same request as the one created by "Anonymous" here

Having the ability to sum up 100's of items in a to do list (and the text comments linked to each one)would be invaluable.


Anonymous commented · July 12, 2017 13:26 · Flag as inappropriate
Add me to the list of people that would like this feature. Especially to give my manager a view into my team's "To Do" items and their current statuses.

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Josiah Raiche on 05 Jul 2020 23:21:12

RE: OneNote and PowerBI

We use OneNote for weekly reports and it'd be great to extract the tables we use to track our work.

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Power BI User on 05 Jul 2020 23:05:43

RE: OneNote and PowerBI

Hi Al... just starting the BI journey and it would be great to have a integration to OneNote. We use OneNote tasks linked to Outlook tasks to manage day to day activities based on a monthly schedule. Would be good to be able to use BI to track and report progress of the tasks into a dashboard.