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Home > Blog > Power BI

Power BI Connector: Effortless Installation and Configuration

The majority of firms gather data from several sources. There is, therefore, a need for a central place to collect the data. This central place should be able to connect to a variety of sources.

That’s exactly what Power BI connectors do.

Power BI Connectors

Power BI gives you a platform. Power BI data connectors enable the platform to connect to a variety of data sources. This empowers you to garner insights from the data quickly.

In this article, we explore Power BI connectors. We define them and learn how to add connectors to Power BI. We also look at their benefits and how to create a chart using BI connectors.

Eventually, we will answer some frequently asked questions.

Table of Content:

  1. What are Microsoft Power BI Connectors?
  2. Why are Power BI Data Connectors Important?
  3. Types of Power BI Connectors
  4. Power BI Data Connector Example
  5. How do you Install and Configure a Power BI Custom Connector?
  6. Benefits of Data Connectors in Power BI
  7. Best Practices for Using Power BI Connector
  8. How to Consume Power BI Connector?
  9. Other Data Connectors in Power BI
  10. Best Power BI Connectors
  11. FAQs
  12. Wrap Up

What are Microsoft Power BI Connectors?

Definition: Power BI connectors are integral to Microsoft’s Power BI platform. They are designed to facilitate the seamless integration of various data sources into your Power BI projects.

In essence, these connectors serve as bridges. They enable Power BI to connect to a wide range of:

  • data repositories,
  • databases,
  • cloud services,
  • and other data sources,

It allows you to work with data in different formats and a variety of locations.

There are over 200 connectors available, including:

  • SQL server database connectors
  • Excel workbook connectors
  • CSV/text file connectors
  • SharePoint list connectors
  • Azure SQL database connectors

Why are Power BI Data Connectors Important?

Efficient Data Extraction:

  • Importance: Power BI connectors optimize the extraction of data from source systems.
  • Impact: Users can extract relevant data efficiently in Power BI For Mac, saving time and resources in the data preparation phase and accelerating the overall analysis process.

Cross-Platform Compatibility

  • Importance: Power BI connectors support integration across different platforms and technologies.
  • Impact: Users can easily connect Power BI to various data sources, fostering a versatile and adaptable environment for data analysis.

Custom Connectivity

  • Importance: Power BI allows for the development of custom connectors.
  • Impact: Organizations with unique data sources or proprietary systems can create custom connectors, ensuring seamless integration and analysis of specialized datasets in Power BI.

Integration with External Tools

  • Importance: BI connectors integrate with external tools and services.
  • Impact: Users can complement their data analysis with additional tools, expanding the capabilities of Power BI and enriching the overall analytical experience.

Adaptability to Changing Data Environments

  • Importance: Power BI connectors are adaptable to changes in data environments.
  • Impact: Organizations can easily adjust their data connections to accommodate changes in data sources or business requirements, ensuring continued relevance and effectiveness.

Types of Power BI Connectors

Database Connectors

  • Examples: SQL Server, Oracle Database, MySQL, PostgreSQL, MongoDB.
  • Use Case: Connecting to structured databases to retrieve and analyze tabular data.

Cloud Service Connectors

  • Examples: Azure SQL Database, Amazon Redshift, Google BigQuery.
  • Use Case: Integrating with cloud-based data storage and processing services.

File Connectors

  • Examples: Excel, CSV, XML, JSON.
  • Use Case: Importing data from local files for analysis and visualization of data.

Online Service Connectors

  • Examples: SharePoint Online, Dynamics 365, and Salesforce.
  • Use Case: Connecting to online services to retrieve and analyze business data.

Web Connectors

  • Examples: Web, OData, JSON.
  • Use Case: Extracting data from web sources and APIs for analysis.

Streaming Connectors

  • Examples: Azure Stream Analytics, Power BI REST API.
  • Use Case: Real-time data streaming and analysis for interactive dashboards.

Data Preparation Connectors

  • Examples: Power Query, Power Pivot.
  • Use Case: Transforming and shaping data within Power BI before analysis.

Custom Connectors

  • Examples: Custom APIs, and proprietary data sources.
  • Use Case: Developing connectors for unique or specialized data sources.

Dataflow Connectors

  • Examples: Power Platform Dataflows, Azure Data Lake Storage.
  • Use Case: Creating, managing, and refreshing dataflows within the Power BI service.

Power BI Data Connector Example

  1. Development: Set up a development environment with the Power Query SDK.
  2. Connector Creation: Develop a custom connector to fetch and transform data from your proprietary source.
  3. Authentication: Implement necessary authentication methods.
  4. Testing: Thoroughly test and debug the connector.
  5. Documentation: Document the connector’s usage and purpose.
  6. Distribution: Share the connector within your organization or the Power BI community.
  7. Integration: Enable and use the custom connector in Power BI Desktop.
  8. Data Refresh: Configure data refresh settings in Power BI Service to keep reports up-to-date.

How do you Install and Configure a Power BI Custom Connector?

Step 1: Contact Your CSM Manager and Receive Access to the Connector

1. Open the Power BI Desktop app

2. Enable the Custom Data Connectors feature in Power BI Desktop:

  • Go to File > Options and Settings> Options > Security > Data Extensions. Then, select “Allow any extension to load without validation or warning.”
  • Note: In some versions of Power BI, you might find this feature under File > Options and Settings. Just check the box for “Custom data connectors.

3. Click OK and restart the Power BI Desktop app.

Step 2: Install the Data Connector

1. Download the Data Connector to your local machine and place it in C:\Users\yourname\Documents\Power BI Desktop\Custom Connectors

2. Confirm the Custom Connectors Folder exists.

Install Power BI Data Connector

Step 3: Generate Credentials

The Power BI Data Connector will require you to have an email during the setup.

  1. Go to the API access tokens page.
  2. If you do not have a generated token, click the Create new API token button.
  3. Copy the Token so you can further use it to log into the Connector.

Step 4. Connect Your Connector

  1. Go to the Power BI Desktop and click on Get Data.
  2. Select the More…
Install Power BI Data Connector 1

3. Select it and click on Connect.

Install Power BI Data Connector 3

Benefits of Data Connector in Power BI

Power BI data connectors offer several benefits, including:

  • Simplifying data integration. You don’t require technical skills or extensive coding skills to combine data from diverse sources. This is especially true if you’re working with built-in BI connectors.
  • Supports a wide range of data sources. These include:
  • databases (SQL, NoSQL),
  • cloud services (Azure, AWS),
  • online services (Google Analytics, Salesforce),
  • files (Excel, CSV)
  • Displaying real-time data. Some connectors support real-time data streams. This enables you to create dashboards and reports that display live data updates.
  • Data integrity. Connectors maintain the integrity of data during the extraction and loading processes. This reduces the risk of errors that may arise from manual data handling.
  • Unified reporting: Power BI connectors enable you to consolidate data from multiple sources into a single report, allowing you to define cross-filter direction for more accurate data relationships and analysis.
  • Scalability. Power BI connectors are capable of scaling to accommodate new sources and increased data volumes.

Best Practices for Using Power BI Connector

Using Power BI connectors effectively involves adhering to Power BI best practices that ensure data accuracy, performance, and maintainability.

Here are some key guidelines to follow when working with Power BI connectors:

Choose the Right Connector

Select the appropriate connector that matches your data source. Power BI offers a wide range of connectors for different types of data sources.

Limit Data Retrieval

Retrieve only the data you need. Avoid bringing in excessive amounts of data that may slow down performance and increase data processing requirements.

Perform Data Transformations Before Loading Data into Your Report

Perform data transformations, cleaning, and shaping within Power BI’s query editor before loading data into your report.

This enhances performance and ensures that your data is in the desired format for analysis.

Schedule Refreshes

Set up scheduled refreshes to keep your reports and data visualizations up to date if data changes frequently.

Use DirectQuery Sparingly

DirectQuery allows for real-time data retrieval from the source. It might, however, affect performance, especially for complex queries.

Use DirectQuery when necessary, and consider importing data for faster performance.

Configure Appropriate Data Privacy Settings

Configure appropriate data privacy settings to ensure sensitive information is protected. This is particularly important when connecting to cloud services and databases that require authentication.

Thoroughly Test Your Connections and Data Retrieval

Before finalizing your report, thoroughly test your connections and data retrieval. Validate that the data displayed in your visualizations accurately reflects the source data.

Document the Details of your Data Connections

Document the details of your data connections, including connection strings, credentials, and any specific settings. This helps maintain data source access when others must work on the report.

How to Consume Power BI Connector?

This section teaches how to invent a dashboard by using PBI connectors. We’ll use the Sankey Diagram as a Power BI dashboard example.

Stage 1: Logging in to Power BI

  • Log in to Power BI.
  • Enter your email. Click the “Submit” button.
Enter email to login to Power BI
  • Enter your password and click “Sign in”.
Enter Password to login to Power BI
  • Choose whether to stay signed in.
Click on stay signed in

Stage 2: Creating a Data Set and Selecting the Data Set to Use in Your Sankey Chart

  • Click on the “Create” option on the left-side menu.
  • Select ”Paste or manually enter data“.
select Paste or manually enter data in Power BI
  • We’ll use the following 2021 life expectancy at birth data for this example.
Country Continent Life Expectancy at Birth (2021)
Afghanistan Asia 61.9824
Angola Africa 61.6434
Albania Europe 76.4626
Andorra Europe 80.3684
United Arab Emirates Asia 78.7104
Argentina America 75.3899
Armenia Asia 72.0431
Antigua and Barbuda America 78.4968
Australia Oceania 84.5265
Austria Europe 81.5797
Azerbaijan Asia 69.3658
Burundi Africa 61.6627
Belgium Europe 81.8787
Benin Africa 59.821
Burkina Faso Africa 59.2696
Bangladesh Asia 72.3811
Bulgaria Europe 71.798
Bahrain Asia 78.7605
Bahamas America 71.5983
  • Paste the above data table into the “Power Query” window.
  • Select the “Create a dataset only” option.
Create Dataset in Power BI ce376
  • Click on the “Data Hub” option on the left-side menu.
  • Power BI populates the data set list. (If you have not created a data set, refer to the Error! Reference source not found section.)
  • The data details are shown below:
Click on Data Hub
  • Click on the “Create a report” dropdown.
  • Select “Start from scratch“.
Create Report and start from scratch
  • You should see the Report Canvas screen as shown below:
Report Canvas screen in Power BI ce366

Stage 3: Adding the Power BI Sankey Diagram Extension by ChartExpo

  • To finish creating our Sankey Diagram, we’ll use an add-in or Power BI visual from AppSource.
  • Navigate to the Power BI Visualizations panel.
  • Click the ellipsis (…) highlighted above to import the Power BI Sankey Diagram extension by ChartExpo.
click on to get more visuals
  • The following menu opens:
  • Select the “Get more visuals” option.
  • The following window opens:
click on to get more visuals ce351
  • Enter “Sankey Diagram for Power BI by ChartExpo” in the highlighted search box.
  • You should see the “Sankey Diagram for Power BI by ChartExpo” as shown in the image below.
Sankey Diagram for Power BI by ChartExpo
  • Click the highlighted “Add” button.
Click the Add button
  • Power BI will add the “Sankey Diagram for Power BI by ChartExpo” in the visualization panel.
Click on Sankey Diagram Icon

Stage 4: Drawing a Sankey Diagram with ChartExpo’s Power BI extension

  • Select the “Sankey Diagram for Power BI by ChartExpo” icon in the visualization panel.
  • The following window opens in the report section of your dashboard:
Report Section in Dashboard ce366
  • You can resize the visual as needed.
  • Go to the right-hand side of your Power BI dashboard.
Fields next to visualizations ce376
  • You’ll select the fields to use in your Sankey chart here.
  • The ChartExpo visual needs to be selected, though.
  • Select the fields in the following sequence:
    • Continent
    • Country
    • Life Expectancy after Birth (2021)
Select fields for Sankey diagram ce376
  • You’ll be asked for a ChartExpo license key or email address.
enter email for ChartExpo license

Stage 5: Activate your ChartExpo Trial or Apply a Subscription Key

  • Select the ChartExpo visual. You should see three icons below “Build Visual” in the Visualizations panel.
Build visual panel in Power BI
  • Select the middle icon, “Format visual.”
  • The visual properties will be populated as shown below.
visual properties in Power BI
  • If you are a new user,
    • Type in your email under the section titled “Trial Mode”.
    • This should be the email address that you used to subscribe to the ChartExpo add-in. It is where your ChartExpo license key will be sent.
    • Ensure that your email address is valid.
    • Click “Enable Trial“. You’ll get a 7-day trial.
enter email id
    • You should receive a welcome email from ChartExpo.
    • The Sankey Diagram you create under the 7-day trial contains the ChartExpo watermark (see below).
Power BI Connectors 1
  • If you have obtained a license key:
    • Enter your license key in the “ChartExpo License Key” textbox in the “License Settings” section (see below).
    • Slide the toggle switch next to “Enable License” to “On“.
enter license key
  • To add colors, expand the “Level Colors” properties and select a color.
  • Do this to change the color of each node.
  • All changes are automatically saved.
coloring Sankey diagram
  • Your final chart should look like the one below. If you get a license, the Sankey Chart will not have a watermark.
Final Power BI Connectors 1

Insights

  • At level 1, Asia had the highest life expectancy at birth at 31.4%. It was followed by Europe (28.5%) and Africa (17.6%). America came in fourth at 16.4%.
  • At level 2 (Country), Australia has the greatest birth life expectancy rate at 6.14%. Belgium came in second at 5.94%. Austria was third at 5.92%.

Other Data Connectors in Power BI

  • Excel files (XLSX, XLS)
  • CSV files
  • Text files (TXT)
  • XML files
  • JSON files
  • Access databases (ACCDB, MDB)
  • SQL Server databases
  • Azure SQL Database
  • MySQL databases
  • PostgreSQL databases
  • Oracle databases
  • IBM DB2 databases
  • Teradata databases
  • Amazon Redshift
  • Google BigQuery
  • SAP HANA
  • Salesforce
  • Dynamics 365
  • SharePoint Online
  • OneDrive for Business
  • Google Drive
  • Dropbox
  • Azure Blob Storage
  • Azure Data Lake Storage
  • Web APIs (RESTful APIs)
  • OData feeds
  • Facebook
  • Twitter
  • LinkedIn
  • Google Analytics
  • Adobe Analytics
  • MailChimp
  • YouTube
  • GitHub
  • Jira
  • Zendesk
  • QuickBooks
  • Shopify
  • Stripe
  • SurveyMonkey
  • Trello
  • Wikipedia
  • Wikipedia Public Data
  • World Bank Data
  • United Nations Data
  • European Centre for Disease Prevention and Control (ECDC) Data
  • U.S. Census Bureau Data
  • Weather Data (OpenWeatherMap, WeatherAPI)
  • Stock Market Data (Yahoo Finance, Alpha Vantage)
  • Transportation Data (Uber Movement, Transit APIs)

Best Power BI Connectors

  • SQL Server
  • Excel
  • Azure SQL Database
  • CSV/Text files
  • SharePoint Online
  • Web
  • Microsoft Dynamics 365
  • Salesforce
  • Google Analytics
  • MySQL

FAQs About Power BI Connector

What are connectors in Power BI?

In Power BI, connectors are components that allow you to connect to various data sources.

Power BI provides a wide range of built-in connectors. These support connections to various types of data sources, including:

  • databases,
  • cloud services,
  • files

These connectors simplify the process of importing and transforming data in your Power BI reports and dashboards.

How do you use Power BI connectors?

Power BI connectors are used to connect to different data sources. There are connectors available for a wide range of data sources, including

  • Relational databases
  • Cloud data warehouses
  • NoSQL databases
  • File shares
  • Web APIs
  • SaaS applications

To use a Power BI connector, you first need to open the Power BI Desktop. Then, you can follow these steps:

  1. Click the “Get Data” button.
  2. In the “Get Data” dialog box, select the connector that you want to use.
  3. Follow the instructions in the dialog box to connect to the data source.
  4. Select the data that you want to import into Power BI.
  5. To add the data to Power BI, use the “Load” button.

Once the data is imported into Power BI, you can start creating reports and dashboards.

Wrap-Up

We have explored the dynamic world of Power BI data connectors. You can collate data from different sources and create visualizations.

We defined BI data connectors and their different types. We then learned how to add connectors to Power BI.

Built-in connectors are pretty straightforward to work with. There are also third-party connectors that you can use. Check the Power BI connectors list to find the best ones for your use case.

Depending on your use case, you might need to create a custom Power BI data connector.

We learned the benefits of using connectors, for example, making data integration easier. We also looked at some best practices to keep in mind when working with connectors. You might want to limit data retrieval, for instance, to ensure optimal performance.

Eventually, we delved into how to create a chart using Power BI Connectors. We used the Sankey Diagram as an example.

We hope that this prepares you to create some connectors of your own.

 

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