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3. Getting Data

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Come on, now the real work starts – bringing in data! In this module we get to know the Get Data window, the common connectors, storage modes (how Power BI keeps the data) and credentials (your login details for a source). Databases, web and folders get their own modules later; here we only build a strong base.

What you will learn in this module

  • The Get Data window and the most common file connectors (Excel, CSV, Enter data)
  • Where to learn the others: databases (Module 4), web and Google Sheets (Module 5), folders (Module 9)
  • The difference between Load and Transform Data
  • Storage/connection modes: Import, DirectQuery, Live connection (and where Direct Lake fits)

Live story: Swiggy Instamart Excel files every Monday

Suppose we work for a Swiggy Instamart city team in Mumbai. Every Monday, three Excel files and one CSV land in a shared folder. Copy-paste takes two hours, and one mistake breaks the total. In this chapter we connect Power BI to Excel, CSV and SharePoint, so Monday becomes one Refresh click.

All numbers in this story are fictional practice data.

Concepts in this chapter

  1. 3.1The Get Data Window
  2. 3.2Common Connectors
  3. 3.3Storage Modes: Import vs DirectQuery vs Live Connection
  4. 3.4Data Source Settings and Credentials
  5. 3.5OneDrive and SharePoint Files
  6. 3.6Excel, PivotTables, Power Pivot and Analyze in Excel

The chapter recap is at the end of the last concept page.

Ravi Sir's Cards: 10 revision, interview and comparison cards for this chapter · मराठी cards