DEV Community

Cover image for Getting Data from Multiple Sources in Power BI
Catherine Nditu
Catherine Nditu

Posted on

Getting Data from Multiple Sources in Power BI

Introduction

Reliable data is the backbone of any Power BI report. Stunning visuals mean little if the data is messy or incompleten leading to flawed insights. As a data analyst handling real-world projects (from field supervision to dashboards), I've pulled data from Excel logs, SQL databases, CSVs from surveys, and even SharePoint folders. Power BI shines here with its Get Data and Power Query tools.

In this guide, you will learn how to:

  1. onnect Power BI to multiple data sources efficiently
  2. Use Power Query to preview and explore your data
  3. Detect and resolve data quality issues early
  4. Build a strong foundation for accurate data modeling and reporting

Architecture Overview
At a high level, our Power BI data architecture consists of:
Power BI Desktop as the reporting and modeling tool
Multiple data sources, including:

  1. Excel
  2. Text/CSV files
  3. SQL Server databases
  4. JSON
  5. SharePoint folders

All data flows into Power BI through Power Query, where it is reviewed and prepared before loading into the data model.

Connecting Data from Multiple Sources
Power BI allows you to connect to a wide range of data sources. Below are step-by-step guides for each major source.

Step 1: Connecting to Excel
1.Open Power BI Desktop
Screenshot of Connecting to Excel to power bi

2.Navigate to Home → Get Data → Excel
Screenshot of how to navigate to home in Power BI

3.Browse and select your Excel file
Screenshot of how to select your excel file in Power BI

4.In the Navigator window, select the required sheets or tables
Screenshot of how to navigate window and select the required sheets in Power BI

5.Click Load (to import directly) or Transform Data (to clean first)
Screenshot of how to load or transform data in Power BI

Step 2: Connecting to Text/CSV Files
1.Open Power BI Desktop
Screenshot of how to connect text/csv in Power BI

2.Navigate to Home → Get Data → Text/CSV
Screenshot of how to navigate text/csv in Power BI

3.Browse and select the CSV file (e.g., menu_item.csv)
Screenshot of how to select csv file in Power BI

4.Preview the dataset in the dialog window
Screenshot of how to preview datasetin the dialog window in Power BI

5.Click Load or Transform Data
Screenshot of how to load and transform data in Power BI

Step 3: Connecting to PDF
1.Open Power BI Desktop
Screenshot of how to Open Power BI Desktop

2.Navigate to Home → Get Data → PDF
Screenshot of how to Navigate to Home → Get Data → PDF

3.Select the PDF file
Screenshot of how to Select the PDF file

4.Wait for Power BI to detect available tables
Screenshot of how to Wait for Power BI to detect available tables

5.Select the desired table(s)
Screenshot of how to Select the desired table(s)

6.Click Load or Transform Data
Screenshot of how to Click Load or Transform Data

Step 4: Connecting to JSON
1.Open Power BI Desktop
Screenshot of how to Open Power BI Desktop

2.Navigate to Home → Get Data → JSON
Screenshot of how to Navigate to Home → Get Data → JSON

3.Select the JSON file or input API endpoint
Screenshot of how to Select the JSON file or input API endpoint

4.Load and expand nested fields to structure the data properly
Screenshot of how to 4.Load and expand nested fields to structure the data properly<br>

6.Click Close & Apply
Screenshot of how to load and apply

Top comments (0)