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Module 2
4 min read

Connecting to Data Sources

Learn how to connect Power BI to various data sources

Where Can You Get Data?

Data Sources Overview

Power BI connects to 100+ sources. Most common ones:

TypeExamples
FilesExcel, CSV, PDF, JSON
DatabasesSQL Server, MySQL, PostgreSQL
CloudSharePoint, Salesforce, Google Analytics
WebAny webpage with tables

How to Connect

All connections start the same way:

  1. Click Home > Get Data
  2. Pick your source type
  3. Browse/enter location
  4. Select tables
  5. Click Load

Connect to Excel

Connect to Excel

  1. Get Data > Excel
  2. Browse to your file
  3. Check the sheets you want
  4. Click Load

Connect to CSV

  1. Get Data > Text/CSV
  2. Select your file
  3. Check the preview looks right
  4. Click Load

Connect to SQL Database

Connect to SQL

  1. Get Data > SQL Server
  2. Enter server name
  3. Enter database name
  4. Select tables
  5. Click Load

Connect to Web

Connect to Web

  1. Get Data > Web
  2. Paste the URL
  3. Power BI finds tables on the page
  4. Select and Load

Import vs DirectQuery

Import vs DirectQuery

ModeWhat it doesBest for
ImportCopies data into Power BIMost cases, faster
DirectQueryQueries live databaseReal-time data, huge datasets

Use Import unless you have a specific reason for DirectQuery.

Load vs Transform

When connecting, you see two buttons:

  • Load - Import data as-is
  • Transform Data - Clean data first (recommended)

Always click Transform Data. It's easier to fix issues before loading.