• Step 1: Connect to Connect AI
• Step 2: Import Data
  • Running a Custom Query

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

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

Step 1: Connect to Connect AI

1. In Power BI Desktop, click Get Data to open the Get Data window. In the drop-down list, click More.

2. Use the search field to find Connect AI 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 Connect AI dialog, sign in to your Connect AI account.

5. Return to Power BI Desktop and click Connect in the sign-in prompt. The Navigator dialog displays the three types of Connect AI connections: Connections, Derived Views, and Workspaces.

   

Step 2: Import Data

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

1. In the Navigator dialog, expand the Connections, Derived Views, or Workspaces folder to locate the data to load.

   The data is organized in the Navigator as follows:

   • Connections > Schemas > Table/View/Stored Procedure
   • Derived Views > Derived View
   • Workspaces > Assets > Table/View/Stored Procedure

   For example, to load a specific table within a connection, expand Connections, and then expand the connection name. Expand the appropriate schema and then select the table(s) to load, as shown below.

   

2. Check the boxes next to the any data that you want to work with. You can view a preview of the data if you wish.

3. Click Load or Transform Data.
   • Load instructs the connector to execute the underlying query to Connect AI.
   • 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.
4. Create Power BI visuals with the data you loaded.

Running a Custom Query

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

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

   

2. In the Advanced Editor, enter the text in the following format, replacing the contents of the query with your custom query.

     let
        Source = CDataConnectCloud.Contents([Query="SELECT ACCOUNTNUMBER, BILLINGSTREET, BILLINGCITY, BILLINGSTATE FROM [Snowflake3].[NORTHWIND].[ACCOUNT] LIMIT 100"])
     in
        Source
   

3. Click Done to load your data into Power BI Desktop.