SharePoint can be either your best “single source of truth”… or the reason your refreshes fail on Monday morning. This guide shows how to structure SharePoint properly (sites, libraries, lists), set permissions that scale, and connect everything cleanly to Excel  and Power BI —with practical “do this / don’t do that” patterns. PRACTICE MATERIAL BELOW! Check out some of our FREE templates and materials. 1) SharePoint basics that matter for BI people Sites, Libraries, Lists (t

Hook:  Hard-coded paths are silent project killers. Move a file, share a workbook, or publish a PBIX—and boom: refresh fails. Goal:  In ~10 minutes you’ll set up robust, parameter-driven paths for Excel (Power Query) and Power BI (Desktop & Service), plus a tiny, reusable M pattern you can paste into any project. 1) Why hard-coded paths fail When you embed "C:\Users\Alice\Project\data.csv" in a query, anyone whose files live elsewhere (e.g., D:\Work\Data\) will get errors. I