Power BI Desktop

Power BI Desktop

This page outlines the steps to connect Power BI Desktop to CData Connect Cloud.

Note: Before you can configure and use Power BI Desktop with CData Connect Cloud, you must first connect a data source to your CData Connect Cloud account. See Connections for more information.

Step 1: Connecting to CData Connect Cloud

  1. In Power BI Desktop, click Get Data to open the Get Data window.

  2. Use the search field to find CData Connect Cloud and click Connect.

  3. Click Sign in on the prompt that appears. Depending on your setup, this button may be labelled Sign in as different user.

  4. In the window that appears, sign in to your CData Connect Cloud account.

  5. Return to Power BI Desktop and click Connect in the sign-in prompt.

Step 2: Importing Data

After you connect to CData Connect Cloud, follow these steps to import data to Power BI Desktop:

  1. In Power BI Desktop, click Get Data and select CData Connect Cloud. The Navigator window opens.

  2. Expand the CData Connect Cloud folder, then expand the associated schema folder to see a list of available data (tables, stored procedures, or views).

  3. Check the boxes next to the data that you want to work with.

  4. Click Load or Transform Data.

    • Load instructs the connector to execute the underlying query to CData Connect Cloud.
    • Transform Data launches the Query Editor and displays a representative view of the table. To run a custom query through this interface, see Running a Custom Query.

Running a Custom Query

To run a custom query on your data, select Transform Data when you are importing from CData Connect Cloud and folllow these steps:

  1. In the Power Query Editor window, select Advanced Editor in the Home tab of the navigation ribbon.

  2. Enter the following text, replacing the contents of the query with your custom query.

         Source = CDataConnectCloud.Contents([Query="SELECT Id, Email FROM [Marketo1].[REST].[Leads] LIMIT 100"])
  3. Click Done to load your data into Power BI Desktop.