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Instructor: Power BI has a really
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robust connector library
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that continues to grow
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and allows you to access data from virtually anywhere.
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So, when you open up Power BI,
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you can click on this get data button
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in the home tab to access the get data dialogue box.
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And this is where you'll see some
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of the sources that are available to you.
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Bottom line, it's a lot.
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You can connect to just about any type of source data,
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including flat files like Excel workbooks and folders,
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databases like SQL, Access, Oracle, and IBM,
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Power Platform, datasets, datamarts, and dataflows,
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and online services,
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which are a bit more specialized
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like GitHub and Salesforce and other sources
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like web feeds, R scripts, Hadoop, and more.
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So, just tons of options for connecting to data.
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Now, I'm not gonna cover each and every data connector,
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but let's open up Power BI
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and we'll take a look at what this library looks like.
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All right, so I've opened up
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our saved AdventureWorks report.
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And because Power BI is a heck of a lot more fun with data,
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Power BI provides a bunch of different prompts
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and ways to get data.
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So we can see here in the main report Canvas
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we have this prompt to add data to your report, right?
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And they give us a couple of quick links here
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for Excel data or SQL Server,
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you could paste data from a blank table.
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You could click get data here from another source.
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You could also head over to the right hand pane
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and start the get data process from here.
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You could come over and click transform data.
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And then this would launch the query editor
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like we saw with Chris.
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And you could actually connect to data here
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or you could select the get data menu here, right?
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The larger point here is
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that regardless of where you click data,
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you'll end up in the exact same spot,
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which is the get data menu.
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So now that we're in the get data menu,
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let's say you're looking for something specific like SQL,
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you could type this into the search bar
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and it's going to limit those search results
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or the connection options here
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to only those different SQL connections, right?
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So if you knew exactly what you were looking for,
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you could use that type of an option.
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Otherwise, you'll just default to this all list,
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which shows you all of the different data connectors
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available to you.
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And like we said, it's a ton.
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Now looking at the file options here,
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there are some pretty common ones
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like Excel, text, or csv, JSON.
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And then we've got this folder option here,
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which is actually a pretty interesting one
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and we're gonna do a demo on this a little bit later.
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But basically, connecting to a folder allows you to connect
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to all of the file contents contained within that folder
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and then automatically append
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and blend those new files together.
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And what's really cool is that any files that you add
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to that folder over time
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will be added into that query as well.
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So, it's a really, really great automation technique
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which again, I'll show you in a little bit.
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So next up, we've got some database connectors here
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and they pretty much speak for themselves.
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So you've got options like SQL Server databases,
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Oracle databases,
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MySQL, Postgres,
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BigQuery, Snowflake,
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and many, many more options here.
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If we head over to the power platform options
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these are also pretty straightforward
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and allow you to connect to datasets, datamarts,
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the dataverse, and dataflows.
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So again, anything that has been created
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within Power BI Service
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or another power platform application
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should be accessible through here.
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And if we head over to Azure,
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this contains all of the Azure specific connections
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like Azure SQL databases,
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Azure Analysis Services, Databricks, and more.
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Online services has some interesting ones as well.
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You can see here we've got things
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like SharePoint lists, Dynamics 365, Salesforce objects,
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GitHub, Mix Panel, Marketo, QuickBooks.
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Again, we've just got a ton of different options here
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and this is a place
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where it's definitely worth looking through some
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of the connectors just to see what's available to you.
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And then last but not least,
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we've got this other tab
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and here you've got some interesting ones as well.
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So at the top here, we have this webpage connector
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and here you can type in a web address
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and then scrape data from a webpage.
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And I'm gonna show you a demo on this a little bit later.
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We've got some other great options here
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like R scripts, Python, ODDC connectors, Google Sheets.
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We'll scroll down to the bottom here.
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And we've got this one option here
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at the bottom called Blank Query.
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And this is a super powerful option,
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especially if you know how to write M code.
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So this allows you to generate a custom connection yourself.
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And we're also going to do a very simple demo
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on this later in the section using a blank query
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to create a dynamic rolling calendar
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that updates based on the current date.
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So, the important thing to note here is
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that I'm not gonna walk through
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all of these different connectors.
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The biggest reason for this
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is that Power BI has done such a great job standardizing
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the connection process
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and it's honestly remarkably consistent
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and user friendly across the board,
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regardless of the connection type.
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So whether you're connecting to a database,
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a file, an online service,
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once you've correctly entered the connection details
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and authenticated the credentials,
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you'll always arrive at the same end result,
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which is the query editor.
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So with that said,
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for the purposes of this course,
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we're really only going to be using CSV files
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because they're simple, ubiquitous,
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and can be downloaded straight from the course resources.
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Just keep in mind that all of the concepts
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that we cover in the query editor
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really apply to everything here
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regardless of the original source.
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So with that, let's quickly connect to our first CSV file,
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our territory lookup.
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All right, so for this course,
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I have downloaded all of the course resources
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into a folder on my desktop.
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And so what I'm gonna do is I'm gonna connect
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to all of the data right from here, all right?
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And we want to connect
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to our AdventureWorks Territory Lookup.
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And when we open this,
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Power BI is going to show us this preview window.
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And the preview window is pretty straightforward, right?
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Gives us the name of the file, file origin, the delimiter.
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Because this is a CSV file,
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the delimiter defaults to comma.
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You can see we've got some other options here
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for different file types.
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Gives us the data type detection.
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Power BI basically takes its best guess
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at the data types based on a sampling of rows.
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So here it's set to 200 by default.
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You could choose to sample based on the entire dataset
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or not detect the data types at all.
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And then from here at the bottom,
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we've got two options,
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load or transform data.
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And load is going to load this data directly
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into the data model,
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but transform data is actually gonna bring us
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into the query editor,
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and that's what we want to do.
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All right, and as the query editor is loading here,
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we kind of see a familiar interface,
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but we've got some kind of new options.
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It's a little bit of a different layout.
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And we're gonna expand this window.
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So, kind of starting at the top here,
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we're gonna go over this
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in much more detail in a later lecture.
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But we've got some different tabs and ribbon options here.
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You can see that we've got queries over here.
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This is the table that we just connected to,
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that data source.
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We have our kind of preview window here as well.
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And then on the right hand side
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we've got this query settings pane
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that has properties and applied steps, right?
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And again, we're gonna dig into all of this in more detail.
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So for now,
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let's update this table name to just Territory Lookup.
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So we're gonna delete the AdventureWorks portion.
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We're gonna come up here
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and we are going to save our workbook,
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so we can click apply or apply later.
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What I wanna do is I want to actually apply these changes,
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so Power BI goes through
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and saves and applies those changes
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and we stay right here in the query editor.
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Okay, great.
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So at this point
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we've loaded our first data source into Power BI.
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We've saved our workbook.
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We're in this brand new Power Query interface
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that's a little bit unfamiliar.
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Up next, let's cover some of the Power Query options
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and tools that are available to us.
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