Connect Smartsheet to Power BI Automatically

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What is Smartsheet?

Smartsheet is a powerful work management and automation platform that helps enterprises streamline their workflows and improve collaboration across teams. By offering a flexible and intuitive interface, Smartsheet enables users to plan, track, and report on projects with ease. Large enterprises benefit from using Smartsheet due to its scalability, real-time visibility into project status, and robust integration capabilities with other tools.

What is Power BI?

Power BI is a business analytics service provided by Microsoft. It allows enterprises to visualize and share insights from their data through interactive dashboards and reports. Power BI offers a comprehensive suite of tools, including data connectors, data modeling, and report generation, making it a popular choice for organizations looking to gain a competitive edge through data-driven decision-making. Enterprise companies benefit from using Power BI due to its ease of use, scalability, and seamless integration with other Microsoft products and third-party data sources.

Connecting Smartsheet to Power BI

Connecting Smartsheet to Power BI can be achieved in several ways:

  • Use the Power BI Smartsheet connector to import data from Smartsheet to Power BI. This connector allows you to visualize Smartsheet data and create custom reports and dashboards in Power BI.
  • Export data from Smartsheet to a CSV or Excel file, and then import that file into Power BI. This method allows for more manual control over the data import process but may require additional time and effort.
  • Use a third-party data connector for Power BI, such as the Smartsheet Power BI connector, to streamline the data import process and gain access to additional features and functionality.
  • Utilize the Improvado platform as a comprehensive solution to extract and load Smartsheet data into Power BI. Improvado offers a scalable, customizable, and efficient way to connect Smartsheet to Power BI, providing an alternative to the other connection methods listed above.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst

Connecting Smartsheet to Power BI with Improvado

Improvado is the best solution for connecting Smartsheet to Power BI due to its extensive features and benefits. The platform provides a complete data pipeline, from data extraction and transformation to visualization, making it an ideal choice for large enterprises. With Improvado, you have access to a comprehensive list of metrics and dimensions that can be automatically extracted from Smartsheet, allowing for a seamless integration with Power BI. Additionally, Improvado offers unparalleled customer support, ensuring that any issues or challenges that arise during the data integration process are quickly and effectively resolved.

Summary of connection Smartsheet to Power BI

In summary, connecting Smartsheet and Power BI can be achieved through various methods, but the Improvado solution stands out as the best choice for large enterprises. By offering a scalable, customizable platform with exceptional customer support, Improvado enables organizations to process large volumes of data and centralize their marketing and sales data. To learn more about how Improvado can help you connect Smartsheet to Power BI, book a call with one of our experts today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.
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