Microsoft’s August SharePoint update lets Copilot turn Lists, Excel, or CSV into interactive HTML dashboards that stay linked and refresh when opened. Teams can pilot a live operational view instead of static exports while still validating source quality, permissions, and…
Excel Copilot can draft multi-criteria report formulas with XLOOKUP, FILTER and SUMIFS on Tables. Report builders still need to state the job—one record, all matches, or a total—and reconcile the formula against known cases before reuse.
A PowerShell pattern groups six weeks of Planner open-task snapshots from SharePoint by person, adds a six-week average, and shows whether each person’s open workload is falling over time.
Microsoft lists an active Fabric known issue where some embedded Power BI reports fail to render correctly in portrait mobile layouts. Desktop checks miss it; teams shipping embeds need real-phone portrait tests in release routines.
Flow groups let one Power Automate process licence cover up to 25 solution-aware cloud flows. Reporting teams can pool moderate SharePoint, Lists and pack jobs under shared capacity while isolating heavy refresh flows on dedicated licences.
Microsoft retires the Fabric data-agent integration in Copilot in Power BI on 26 August 2026. Teams using it must identify dependent reports, assign owners, and move work to supported experiences before the date to avoid broken AI layers.
Legacy browser Excel and CSV imports into Power BI stop for new models after 31 May 2026. Existing semantic models face later risk unless rebuilt in Desktop with Get Data, republished, and rebound to keep refresh and ownership intact.
Microsoft documents Power Query SharePoint Folder and List connectors for Excel and Power BI. File combine depends on consistent layouts, permissions, and paths. Schema drift and auth breaks remain common refresh failure modes for library-based reports.
Microsoft stopped selling Power BI Premium P SKUs and directs customers to Fabric F SKUs when agreements end. After expiry comes a 30-day grace period, throttling from day 31, and rejected operations from day 91 without migration. Pro and PPU stay unaffected.
Semantic models built via Power BI’s retired Create-page Excel and CSV import stopped refreshing on 31 July 2026 and stop loading on 31 August unless recreated with a supported method. Reports can still open while serving unnoticed stale data.
Classic SharePoint Alerts end in July 2026 with no extension path. Inventory alerts on lists that feed Excel, Power Query, or Power BI reports and replace critical ones with Power Automate flows or SharePoint Rules.
Fabric Operations Agents can use workspace monitoring data to detect non-cancelled DAX errors behind broken Power BI visuals and send Teams alerts. Generated queries and alert detail still need validation before teams rely on them for report support.
Microsoft is moving Power BI and Fabric connections from embedded ODBC drivers to Apache Arrow Database Connectivity (ADBC). Tenant controls begin in July, with phased default enablement from August. Teams should test datasets for connector, refresh and gateway differences…
Power BI Desktop versions from March 2026 or earlier lose OneDrive and SharePoint PBIX save support from October 2026. Teams that co-author reports via cloud storage must update Desktop installs before ordinary handoffs break.
Excel Copilot can save instruction sets that repeat sales reports, ticket triage, and reconciliations. A first run may still hard-code summaries instead of live formulas or PivotTables, so outputs need reconciliation before the prompt becomes reusable.
A July 2026 Power BI performance guide resets storage-mode choices: Import first, Direct Lake for healthy Fabric Delta tables, DirectQuery only when live access is truly required. Mode should match freshness, size, and security needs.
Power BI July 2026 lets report builders place triple-slash comments beside DAX measures; the text becomes the measure description for tooltips and quick queries, keeping denominators, exclusions and business rules next to the calculation.
Power BI mobile apps now honor org app audiences, so phones and tablets show only the reports, links, and navigation each audience is entitled to. Role-based app distribution is more consistent across desktop and mobile.