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The Value of Power BI and SharePoint for Nonprofits 

Nonprofits handle a variety of data: donor contributions, volunteer schedules, program outcomes, and more. Integrating SharePoint with Power BI provides a seamless way to organize and visualize this data, enabling organizations to: 

• Make Data-Driven Decisions: Turn numbers into insights that guide strategic planning. 

• Enhance Transparency: Present stakeholders with clear, visually appealing reports. 

• Save Time: Automate processes that would otherwise require hours of manual effort. 

• Reduce Costs: Leverage tools you may already have access to through Microsoft 365, minimizing additional expenses. 

Practical Example: Tracking Volunteer Hours 

Imagine you run a nonprofit that relies heavily on volunteers. SharePoint can serve as the central repository where team leaders log hours worked. Using Power BI, you can pull this data, analyze trends, and present a dashboard summarizing key metrics, such as: 

• Total hours contributed by all volunteers. 

• Top-performing teams or individuals. 

• Monthly or seasonal variations in volunteer activity. 

Such a dashboard can help you celebrate achievements, identify gaps, and optimize volunteer engagement strategies. 

Steps to Integrate SharePoint with Power BI 

1. 
   

   Organize Your Data in SharePoint

   
   

Start by storing your data in a SharePoint list or document library. For example, create a SharePoint list titled “Donor Contributions” with columns for donor names, amounts, dates, and campaign names. Ensure the data is clean and well-organized to simplify the reporting process. 

2. 
   

   Open Power BI and Connect to SharePoint

   
   

Follow these steps to connect Power BI to your SharePoint data: 

• Launch Power BI Desktop. 

• Select Get Data, then choose SharePoint Online List. 

• Enter the URL of your SharePoint site and authenticate using your Microsoft 365 account. 

• Preview the data and select the list or library you want to use. 

3. 
   

   Transform and Clean Data

   
   

Use Power BI’s Query Editor to clean and transform your data. For example: 

• Remove duplicate rows. 

• Format date columns for consistency. 

• Create calculated columns if needed (e.g., total donations by donor). 

4. 
   

   Create Visualizations

   
   

With your data ready, you can start building visuals such as: 

• Bar charts to compare donations by campaign. 

• Line graphs showing trends in volunteer participation over time. 

• Maps to visualize regional donor distributions. 

5. 
   

   Publish and Share

   
   

Once your report is complete, publish it to the Power BI service. You can embed the report directly into your SharePoint site or share it as a link with stakeholders. This ensures everyone stays informed and aligned. 

Tips for Optimizing Data Sources 

• Regular Updates: Ensure your SharePoint lists are updated regularly to reflect the most accurate data in your Power BI reports. 

• Use Filters: Apply filters in Power BI to focus on specific campaigns, time periods, or metrics. 

• Automate Refresh: Schedule automatic data refreshes in the Power BI service to keep reports current. 

Why Nonprofits Should Leverage This Integration 

Integrating SharePoint with Power BI doesn’t just help your nonprofit visualize data; it empowers your team to act with confidence. For example: 

• Executive directors can use dashboards to monitor organizational performance. 

• Fundraising teams can identify top donors and strategize future campaigns. 

• Program managers can measure the impact of their initiatives with real-time data. 

All this becomes achievable without breaking the bank, thanks to the cost-effectiveness of Microsoft’s ecosystem. 

Conclusion: From Data to Impact 

In the world of nonprofits, every dollar and every decision matters. By using SharePoint to organize your data and Power BI to visualize it, you can streamline operations, enhance transparency, and amplify your impact. With a little effort and creativity, these tools can become the cornerstone of your data strategy, helping you achieve your mission more effectively than ever before. 

Ready to get started? Dive into your SharePoint site today and start building the reports that will transform your nonprofit’s future.