#Power bi desktop sql query how to#

Retrieving information from an Excel workbook As long as youвЂ™ve populated the components with some sort of data, youвЂ™re ready to pull that data into Power BI Desktop. You need to understand what your worksheet includes in order to know how best to get the information into Power BI Desktop.

Power View visualization named RegionalSalesДЄgain, itвЂ™s not the data itself thatвЂ™s important in this case, but rather the various Excel components.

PivotTable named SalesYTD based on the qrySalesYTD Power Pivot table.

Spreadsheet table named Sales based on the qrySales query.

Just to sum up what IвЂ™ve done, the workbook now includes the following components: As the following figure shows, I named the Power View sheet RegionalSales. To finish setting up the sample Excel file, I created a simple Power View visualization based on the qrySalesYTD query. I named the PivotTable SalesYTD, as shown in the following figure. Next, I created a PivotTable based on the three columns in the qrySalesYTD table. After completing the process, Excel fetched the data and created a Power Pivot table with the same name, as shown in the following figure. In this case, I named the query qrySalesYTD. csv file:ДЄgain, weвЂ™re retrieving data from the vSalesPerson view. For my example, I started by running the following sqlcmd command to create a. Regardless of what data you use to create the Excel file, it is important that you understand the components that go into the file in order to see whatвЂ™s going on in Power BI Desktop when you try to import information from that file. Be sure to check the Microsoft documentation for details. How you do this will depend on which version of Excel youвЂ™re using. The file should include a basic spreadsheet, a spreadsheet table based on an Excel query, a PivotTable based on a Power Pivot table, and a Power View visualization.Д«efore creating the Power Pivot and Power View components, you might need to enable these features on your Excel installation, if you havenвЂ™t already done so.

#Power bi desktop sql query how to#

Power Query Formula Language in Power BI DesktopД«efore we get into the nitty gritty of how to get data from an Excel file into Power BI Desktop, we need to set up our example source file.

Working with SQL Server data in Power BI Desktop.In the meantime, if youвЂ™re new to Power BI Desktop, you might want to first review the previous articles IвЂ™ve written on the topic: However, it you plan to follow along with the examples in this article, the file should include a number of specific components, which weвЂ™ll go through shortly. You can use whatever data you want to create your test Excel file. xlsx file that contains data from the AdventureWorks2014 database on a local SQL Server instance.ДЇor the purposes of this article, the source and nature of the data are secondary to getting the information you need into Power BI Desktop. In this article, I walk you through the process of using Power BI Desktop to capture information from an Excel workbook that contains a mix of components. However, it can be less apparent how to capture the other components, especially if the source workbook contains a mix of data such as spreadsheets, queries, and PivotTables based on Power View tables. If all youвЂ™re after is basic spreadsheet data, then the process of getting the information you need into Power BI Desktop is a relatively straightforward operation. Not only can you retrieve data from the spreadsheets themselves, but you can also capture Power Pivot tables, Power View visualizations, Power Query queries (Get & Transform in Excel 2016), and other components.

Given this trend, itвЂ™s no surprise that Power BI Desktop lets you import data directly from an Excel workbook into the Power BI Desktop environment. Those workbooks contain a great deal of important data, and more and more organizations are looking for ways to visualize and subsequently capitalize on that information. Importing Excel Data into Power BI Desktop - Simple Talk Skip to contentДЇor many organizations, Microsoft Excel remains a critical tool for recording, calculating, and sharing data, especially when it comes to number crunching and disseminating vital information.