Connect to data

Completed

Power BI Desktop connects to many types of data sources, including local databases, worksheets, and data on cloud services. Sometimes when you gather data, it's not quite as structured, or clean, as you want it to be. To structure data, you can transform it, meaning that you can split and rename columns, change data types, and create relationships between columns.

You can connect Power BI Desktop to many types of data sources, including on-premises databases, Microsoft Excel workbooks, and cloud services. Currently, there are over 110 Power BI-specific connectors to cloud services such as GitHub and Marketo. You can also connect to generic sources through XML, CSV, text, and ODBC. Power BI will even extract tabular data directly from a website URL.

In this module, we will build out a dashboard for Contoso Manufacturing displaying their sales data for various products. To follow along with the next steps, visit https://docs.microsoft.com/power-bi/create-reports/sample-financial-download and download the financial sample workbook to your local files or One Drive. If this is your first time using Power BI Desktop, please visit https://docs.microsoft.com/power-bi/fundamentals/desktop-get-the-desktop for download instructions.

  1. Start Power BI Desktop, and choose Get Data from the ribbon on the Home tab.

  2. Choose Excel and press Connect.

  3. Find the financial sample workbook which you downloaded and saved locally or to your OneDrive. Select the file and click Open.

  4. A dialogue box with the tables in your data should open. Click the box next to the financials table. You will see a preview of the data displayed. Select Load.

You can now see that the fields have populated on the farthest right pane. You are currently in the report building tab. Select the data tab to see a preview of your data. Excel data in Power BI

Now you have loaded your data and will shortly be ready to build visuals, but first, let's transform our data into exactly what we want.