Importing data from different sources into Power BI is a crucial step that forms the foundation of your reports and dashboards. Here's a description of the process for importing data from Excel, SQL, web, and other sources:
Importing Data from Various Sources
1.
Importing Data from Excel
1. Open Power BI Desktop:
- Go to Power BI Desktop.
2. Import Data:
- In the Home tab, click the "Get
Data" button.
- Select "Excel" and click
"Connect."
3. Select File:
- Browse and select the Excel file from your
computer.
4. Select Data:
- Choose the sheet or table from the Excel
file that you want to import.
5. Load:
- Click "Load" or "Transform
Data" to modify the data in Power Query Editor.
2. Importing Data from SQL Database
1. Open Power BI Desktop:
- Go to Power BI Desktop.
2. Import Data:
- In the Home tab, click the "Get
Data" button.
- Select "SQL Server" and click
"Connect."
3. Provide SQL Server Information:
- Enter the server and database information.
- (If you select DirectQuery, the data will
be loaded directly from the server; otherwise, choose Import.)
4. Select Data:
- Choose the table or view from the
database.
5. Load:
- Click "Load" or "Transform
Data" to modify the data in Power Query Editor.
3.
Importing Data from the Web
1. Open Power BI Desktop:
- Go to Power BI Desktop.
2. Import Data:
- In the Home tab, click the "Get
Data" button.
- Select "Web" and click
"Connect."
3. Provide Web URL:
- Enter the URL of the webpage from which
you want to import data.
4. Select Data:
- Choose the table or data from the webpage.
5. Load:
- Click "Load" or "Transform
Data" to modify the data in Power Query Editor.
4.
Importing Data from Other Sources
1. Open Power BI Desktop:
- Go to Power BI Desktop.
2. Import Data:
- In the Home tab, click the "Get Data"
button.
- Select the "More" option.
3. Select Source:
- Choose from a variety of sources such as
Azure, OData Feed, SharePoint, JSON, XML, etc.
4. Provide Information:
- Enter the necessary information for the
selected source.
5. Select Data:
- Choose the required table or data.
6. Load:
-
Click "Load" or "Transform Data" to modify the data in
Power Query Editor.
Data
Transformation in Power Query Editor
Using Power Query Editor,
you can transform data, clean it, and organize it into the necessary structure.
1. Cleaning Data:
- Remove Columns: Delete unnecessary
columns.
- Filter Rows: Filter out unwanted records.
2. Transforming Data:
- Change Data Types: Change the data type of
columns.
- Split Columns: Split columns into multiple
ones.
3. Creating New Columns:
- Custom Columns: Create custom columns for
calculated data.
4. Creating Data Model:
- Merge Queries: Merge multiple queries.
- Append Queries: Combine multiple queries.
Conclusion
By importing data from
different sources into Power BI, you can gather the necessary data for your reports
and dashboards. The process is straightforward and powerful, allowing you to
create various visuals for effective data analysis.