Connecting to different data sources in Power BI is straightforward and one of its core strengths.
Power BI supports a wide range of data sources, including Excel, SQL Server, SharePoint, cloud services, and many more. Here’s a high-level overview of how you can connect to various data sources:
How to connect to data sources in Power BI
1. Open Power BI Desktop – Launch Power BI Desktop on your computer.
2. Click on ‘Get Data’ – On the Home tab, click the ‘Get Data’ button. This opens a list of available data sources.
3. Choose your data source – Select the type of data source you want to connect to, such as:
o Excel
o SQL Server
o SharePoint
o Web
o Files (CSV, XML, JSON)
o Azure services
o Online services (Salesforce, Google Analytics, etc.)
4. Provide connection details – After selecting the data source, you’ll need to enter the specific connection details, such as:
o File path or URL
o Server name and database name (for databases)
o API keys or login credentials (for cloud and online services)
5. Authenticate – Enter the required credentials or authentication method to access the data.
6. Load or Transform Data – Once connected, you can:
o Click ‘Load’ to bring the data directly into Power BI.
o Select ‘Transform Data’ to open Power Query Editor for cleaning and shaping your data before loading.
Examples of common data sources
Data Source -> How to connect
Excel file Get Data > Excel > Browse to file > Load/Transform
SQL Server Get Data > SQL Server > Enter server and database details
SharePoint Get Data > SharePoint Folder/Lists > Enter site URL
Web (API) Get Data > Web > Enter URL
Azure Blob Storage Get Data > Azure > Blob Storage > Enter credentials
Online services Get Data > [Service name] > Sign in and authorize
Tips for success
• Make sure you have necessary permissions to access the data.
• Use Power Query Editor for cleaning and transforming your data.
• Save your connections as queries for reusability.
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