Power BI Desktop

Power BI Desktop

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

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

Step 1: Connecting to CData Connect

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

  2. Use the search field to find CData Connect 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 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, follow these steps to import data to Power BI Desktop:

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

  2. Expand the CData Connect 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.
    • 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 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.