Monday 8 January 2024

How to connect SQL Server to Power BI ?Power BI interview questions and answers 308

 How to connect SQL Server to Power BI ?

Here's a guide to connecting SQL Server to Power BI:

1. Gather Connection Information:

  • Server Name: The name or IP address of your SQL Server instance.

  • Database Name: The specific database you want to connect to.

  • Authentication: Choose between Windows Authentication or SQL Server Authentication.

  • Credentials: Provide your username and password if using SQL Server Authentication.

2. Launch Power BI Desktop:

  • Open Power BI Desktop on your computer.

3. Get Data:

  • Click on the "Get Data" button in the Home ribbon.

  • Select "Database" from the list of data sources.

  • Choose "SQL Server" as the database type.

4. Connect to Database:

  • In the Server dialog box, enter the required connection details:

  • Server name

  • Database name

  • Authentication method

  • Credentials (if needed)

  • Click "Connect".

5. Choose Data Connectivity Mode:

  • Import: Loads data directly into Power BI Desktop, allowing for full report creation and interactivity.

  • DirectQuery: Connects in real-time, retrieving data from the database upon interaction, suitable for large or frequently changing datasets.

6. Select Tables and Views:

  • Navigate the database objects in the Navigator pane.

  • Select the tables or views you want to import or analyze.

  • Click "Load" to import data or "Transform Data" to apply transformations before loading.

7. Customize Connection (Optional):

  • Click on the "Advanced options" link in the Server dialog box to:

  • Specify a custom SQL statement.

  • Adjust timeout settings.

  • Enable encryption.

8. Build Reports and Visuals:

  • Once connected, create reports and visuals using Power BI's tools and features.

Additional Tips:

  • Gateway Required for On-Premises Data: If your SQL Server is on-premises, you'll need to install and configure an on-premises data gateway to enable Power BI to access it.

  • Verify Permissions: Ensure your user account has necessary permissions to access the SQL Server database.

  • Troubleshooting: Refer to Microsoft's documentation and community resources for assistance with connection errors or issues.

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