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Get Data in Power BI

Get Data in Power BI - Power BI

by BENIX BI
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Power BI provides a Get Data feature that allows users to connect to various data sources, extract relevant information, and transform it for analysis. Whether the data is stored in a file, database, cloud service, or web application, Power BI enables seamless integration and data preparation. The Get Data function is the first step in building reports and dashboards, ensuring that users have access to clean, structured data for visualization and decision-making.

Get Data in Power BI

The Get Data feature in Power BI allows users to connect, import, and transform data from multiple sources. It is the foundation of any Power BI report, enabling users to bring data from different platforms into a unified interface.

Types of Data Sources in Get Data

Power BI supports multiple data source categories:

  • File-based data sources – Excel, CSV, XML, JSON
  • Database data sources – SQL Server, Oracle, MySQL
  • Cloud-based data sources – Azure, Google BigQuery, AWS
  • Online services – SharePoint, Dynamics 365, Salesforce
  • Web and API-based sources – REST API, OData, Web scraping
  • Big Data sources – Hadoop, Spark, Databricks
  • On-premise data sources – Data Gateway connections

Each data source has its own connection method and requirements.

How to Use the Get Data Feature in Power BI

To import data into Power BI, follow these steps:

  1. Open Power BI Desktop.
  2. Click on Home and select Get Data.
  3. Choose the desired data source from the list.
  4. Click Connect to establish a connection.
  5. Enter credentials (if required) to authenticate the connection.
  6. Preview the data and select Load to import or Transform Data for modifications.

This process allows users to bring raw data into Power BI for analysis.

Understanding the Get Data Interface

When selecting Get Data, Power BI provides different categories to choose from:

  • Recent Sources: Displays previously used data connections.
  • File: Allows importing from Excel, CSV, XML, and JSON files.
  • Database: Connects to relational databases such as SQL Server, MySQL, and PostgreSQL.
  • Power Platform: Integrates with Power BI datasets, Power Apps, and Power Automate.
  • Azure: Connects to Azure SQL, Azure Data Lake, and other cloud services.
  • Online Services: Provides access to Google Analytics, SharePoint, and Salesforce.
  • Other: Includes API connections, OData feeds, and web scraping.

Each category contains multiple options for data extraction.

Data Connection Modes

Power BI provides two main connection modes:

  • Import Mode: Loads data into Power BI, allowing fast performance and offline access.
  • DirectQuery Mode: Connects directly to a live database without loading data into Power BI.

Import Mode is recommended for static datasets, while DirectQuery Mode is ideal for real-time analytics.

Transforming Data with Power Query

After loading data, users can use Power Query to clean and modify data before analysis.

Key transformations include:

  • Removing duplicate values
  • Filtering rows and columns
  • Changing data types
  • Creating calculated columns
  • Merging and appending queries

Power Query ensures that data is structured and ready for visualization.

Best Practices for Using Get Data

To optimize data import and processing, follow these best practices:

  • Select only the required columns to reduce dataset size.
  • Use data transformations in Power Query to clean raw data.
  • Apply column renaming for clarity and consistency.
  • Use data relationships to connect tables efficiently.
  • Enable scheduled refresh for real-time updates.

A well-structured dataset improves performance and reporting accuracy.

Conclusion

The Get Data feature in Power BI is the starting point for importing, transforming, and analyzing data. By connecting to various sources, selecting the right data connection mode, and applying necessary transformations, users can ensure that their reports are built on accurate and well-organized data. Mastering the Get Data process helps businesses make data-driven decisions efficiently.

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