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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 (16)
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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.

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Power BI User on 05 Jul 2020 22:53:36

RE: OneNote and PowerBI

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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Matt on 05 Jul 2020 22:46:28

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 PowerBI.

It would be even better if the tags in OneNote have associated metadata (created date, checked date, Notebook, Section, Page, etc)

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Power BI User on 05 Jul 2020 22:29:05

RE: OneNote and PowerBI

Connectivity into onenote itself would be great. Onenote tag finding is pretty poor and the ability to report on various aspects of notebooks would be good too. Sounds like some integration is called for.

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Power BI User on 05 Jul 2020 22:27:27

RE: OneNote and PowerBI

It would be better to have the ability for Power BI to connect to the OneNote directly so that we can retrive notes info to the power BI reports. In my usecase we have project site for each project, there is a notebook section for each project site. we would like to read the notebook information to the power BI report to show them project wise notes at a single place.

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Eric Erba on 05 Jul 2020 22:25:43

RE: OneNote and PowerBI

this would be a great option. I keep a journal of our monthly data processing at work in onenote. it would be nice to incorporate these with the powerbi desktop reports.