PowerBI with SQL server

Power BI is a Microsoft cloud-based data analytics application that allows anybody to see and analyze information more quickly, with more insight and productivity. It's a versatile and effective platform for integrating and evaluating a great deal of data. Besides the multiple graphical benefits that Power BI provides, it also features fantastic out-of-the-box connectivity features, such as easy database integration. This provides more functional advantages and is especially useful for Data scientists who are used to operating in SQL. We can simply generate charts, tables, and dashboards via interacting directly with a big quantity of information using Power BI's efficient, live connectivity to SQL Server. In this article, we will discuss how to link PowerBI to something like a Microsoft SQL Server database and afterward analyze the data to derive insights. Let’s go through them in detail.

What is Power BI?

Power BI is indeed a set of software tools, applications, and interfaces which works together to transform disparate data sources into logical, visualizations, and engaging information. The information could be in the form of an Excel spreadsheet or even a set of blended data warehouses which are both cloud-based and on-premises. Power BI makes it simple to link to various data sources, display and uncover what matters, and share your findings with whomever you choose.

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Power BI's elements:

Beginning with the three fundamentals, Power BI is made up of various components working together:

  • Power BI Desktop for Windows is a desktop app.
  • The Power BI service is a cloud-based SaaS (Software as a Service) application.
  • In iOS, Windows, & Android smartphones, there are Power BI mobile apps.

Power BI Desktop, the platform, as well as the mobile applications, are all intended to help you generate, distribute, and utilize market intelligence in the most efficient way possible.Apart from them, Power BI has two more characteristics: the Power BI Report Builder, which allows you to create paginated reports that you can distribute through the Power BI service, and the Power BI Data Warehouse. On-premises data server powered by Power BI. After developing your Power BI reports in Power BI Desktop, you may upload them to Power BI Report Server, a report server.

Poer Bi

The Benefits of Power BI

Power BI has a number of features that set it apart from other analytical tools:

  • It has both a cloud-based and a desktop interface.
  • Data warehousing, analytic tools, and interactive dashboards are some of the features available.
  • Customized visualizations can be loaded.
  • It's simple to scale throughout the entire company.

What is SQL Server?

SQL (Structured Query Language) is a crucial skill in the field of data science, and it's quite simple to master. Most people, however, overlook the fact that SQL is more than just generating queries, but that's only the first step. It's a different matter to ensure that inquiries are efficient or even that they match the environment in which you're working.

Microsoft's SQL Server is a relational database management system (RDBMS). It was created largely to compete with the MySQL and Oracle databases. The standard SQL language is supported by SQL Server. T-SQL, SQL Server's own version of a SQL language, is included (Transact-SQL).  T-SQL stands for Transact-SQL, a Microsoft proprietary language. It also has the ability to declare variables, handle exceptions, and run stored procedures, among other things. Another important interface tool for SQL Server is SQL Server Management Studio (SSMS), which works in both 32-bit and 64-bit settings.

SQL Server helps to run several services at the same time, each with its own ports, logins, databases, and so on. These are separated into two categories:

  • Primary Instance.
  • Instances with a Name

There are two methods for gaining access to the primary instance. We can start with the server name. We can also utilize its IP address. By attaching a backslash and the instance name, you can access named instances.

Is SQL important for Power BI?

Power BI Desktop's ability to conduct T-SQL queries gives you useful resources for retrieving SQL Server data. Perhaps you'll be able to get the most out of the SQL Server query engine, and you'll also be able to reduce the amount of the datasets are imported into Power BI Desktop and the number of modifications you have to do.

To take this technique, you'll need to know how to utilize T-SQL, and if you do or can find someone who does, you'll have a lot of flexibility when dealing with SQL Server data. Even if you extract data table by table, you still have a variety of powerful tools for interacting with SQL Server data & organizing it for use in Power BI visualizations. Whereas the Power BI service allows you to retrieve data from a variety of sources, it will not have a SQL Server data connector. One could export SQL Server files and then import them into the service, but you can't connect immediately from service to SQL Server, regardless of the fact that SQL Server seems to play a crucial role in many organizations today. The more you know about importing and transforming SQL Server data in Power BI Desktop, the better.

Prerequisites to connect Power BI To SQL Server

  • Before you begin, join up for the free trial of Power BI, in case you do not even already have one.
  • On the local computer, install the Power BI Desktop.
  • Download SQL Server within a local computer and recover a backup of the demo database.
  • In the local computer as SQL Server, install the data gateway.
  • Consult a network administrator in the organization if you aren't a network administrator and wouldn't want to set up a gateway yourself. They'll be capable of creating the data source configuration needed to link your dataset to the SQL Server database. Import Data connectivity mode must be used if you're going to employ a saved procedure.

Step by Step approach to Connect Power BI to SQL Server

1. Power BI Desktop and installation

Power BI Desktop seems to be a free tool that you can download and install on your computer. It may link to a variety of data sources. Normally, an analytical project starts with report development in Power BI Desktop. The data is subsequently uploaded to the Power BI service, where it may be associated with the Power BI Mobile applications, allowing users to access the reports on their mobile devices.

Power bi install

Installation

Power BI is only available on Windows computers. Users on Macs may either create a Windows VM on Azure and install Power BI there, including using Turbo.net, that could broadcast Power BI instantly towards the Mac from either the cloud.


There are two ways to use Power BI:

  • We can download this from the Microsoft Store as an application and simply login in and get going. This would be the device's digital equivalent.
  • We often have to operate with the information in offline mode. In these kinds of cases, download the software first rather than install it locally. Take the time to read through the entire installation guide.

Download the application to the system, based on the products you've chosen. Check the installation via selecting the Power BI Symbol after approving the license agreement. If the screen below shows, you're ready to begin.

power bi desktop

2. Workspace

Let's have a look at how Power BI Desktop works now. We'll have a look at it in another part to get an idea of how it works.

The graphic below depicts the key characteristics of Power BI's workspace..

Workspace

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3. Data Source

A variety of data sources could be connected to Power BI. The Get Data button toggles all of the data sources that may be used to import data into Power BI.

Data Source

4. Connecting to SQL Server

Let's look at an example of connecting a SQL server dataset to Power BI Desktop and using that to examine the data.

Database Example

We'll have to use a publically available SQL Server installation on AWS for the demonstration, as well as a database built from the Superstore dataset.

Our goal as Data Analysts would be to assess the data and identify significant areas of concern inside this hypothetical firm. 

Getting into the sample database

SQL Server Management Studio should be installed (SSMS). SSMS seems to be a free and fully integrated management environment for every SQL system. SSMS allows you to install, manage, and modify the data-tier components that your applications rely on, and also create inquiries and workflows.

After you've downloaded and installed the software, you'll see the page below, which will prompt you for particular credentials.

Connecting to SQL Server

Insert the given information:

Server Name: ec2-52-14-205-70.us-east-2.compute.amazonaws.com

Authentication: SQL Server Authentication

Login: SQL

Password: SQL


The 'SuperStoreUS' database will indeed be accessible as a 'Read Only' user. As our sample, the instance is ec2–52–14–205–70.us-east 2.compute.amazonaws.com, the databases are SuperstoreUS and Test, and the tables inside the SuperstoreUS database are Customers, Orders, and so on. As a result, there could be lots of instances, each of which can have multiple databases, each of which would contain various tables.

Connecting to SQL Server2

5. Importing SQL data into Power BI

The data is organized into searches by Power BI Desktop. It implies that all of the information is organized in a table-like format.

Making the connection

Proceed to the start button by opening Power BI Desktop. The Get Data tab pane gives you a number of options when it comes to sources of data that could be linked to the Power BI Desktop. We'll establish a connection to the SQL Server.

Importing SQL data into Power BI

When you select SQL Server, a fresh screen will appear, asking again for the server with which we wish to connect our Power BI Desktop. Fill in the blanks, and you're finished. We could now inspect the details of the selected table by clicking on it. For uploading a certain table, merely check the box beside it click the load button.

Importing SQL data into Power BI2

Modes of Data Connectivity

Power BI Desktop may link to a SQL database in two distinct ways, both of which display on the homepage.

Import

The import technique, as the title suggests, 'imports' the chosen tables onto Power BI Desktop. The imported data is therefore used by Power BI to create a visualisation or perform any adjustments. We must reload the data to view any modifications in the data, which re-imports the full data set.

DirectQuery

No information is incorporated or transferred to Power BI Desktop if DirectQuery is selected as an option. Power BI Desktop searches the fundamental data source while we generate or process the information through visualisations, ensuring that we're still dealing with the most recent data. Nevertheless, unlike the importing method, this approach has restricted data processing capabilities.

Import

6. Query Editor

All of the chosen tables would be imported into Power BI Desktop & displayed in the Data view as distinct datasets. .

Query Editor

We can make changes to our datasets from here. We'll use the Query Editor to accomplish this. The query generator could be used to edit datasets regardless of the data source. The query editor allows us to perform operations such as rebranding a dataset, eliminating a single or several columns, and so on.

Query Editor

The number of functional inquiries is displayed on the left pane, while the Query Settings pane on the right provides all of the stages related with a query.

Advanced  Editor

The script for the inquiry that has been run against the source of data is displayed in the Advanced Editor. The syntax is M, which stands for Power Query Formula Language. It is also possible to write your own code.

Make a backup of your work

Choose Close & Apply from the Query Editor's File menu once you've made the appropriate data changes in the query editor. The adjustments will be applied to the data in Power BI Desktop.

Advanced  Editor

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7. Merging Datasets

When we wish to integrate one or maybe more datasets into one, merging datasets proves useful. The Query Editor can also assist with this merger. We'll pull multiple tables(3) from the SuperstoreUS database this time.  Customers, Orders, and Returns are the three tables.

Merging Datasets

The three specified tables are listed in the Fields column. Now, go to the Edit Queries option and click the Combine option from the dropdown menu, which will reveal the Merge option. We'll use the merged existing queries to construct a new query.

Merging Datasets2

We pick the tables to be combined as well as the kind of join we need in the Merge dialogue box. Columns that are similar to both tables must be chosen.

Let's start by creating a new query called Orders and Customers. Through this query, we'll join the Orders and Customers tables. All of the key columns from the orders table, as well as correlation columns from either the customer's table, were included in the new query. Except for the last one, which reflects the Customers query, eliminate all the correlation columns. Next, from the Customers query, choose columns to merge into the newly merged query.

Merging Datasets3

The merged query is composed of a single database that has all of the required columns. Rather than operating with several data sources, which might cause confusion, you could now easily interact with one single database.

8. Building & Publishing a Dashboard

We may begin the Dashboard construction process since we had the dataset prepared along with all the alterations completed. The Power BI dashboard often referred to as a canvas, is a single sheet that contains multiple visualizations that serve to convey a narrative. The reports' visuals, known as tiles, are attached to the dashboard.

Now just to see what recommendations we can glean from the superstore data set.

  • States seeking profit
  • Profit & Sales by Segment

States seeking profit

  • Region-by-Region Sales and Profit

Region-by-Region Sales and Profit

  • Sub-Category Sales

Sub-Category Sales

  • Profits by location

Profits by location

  • Quantity

Quantity

We'll obtain a dashboard that looks like the one below after we've formatted the size, look, and colour.

Quantity2

  • Publishing
    Data would be only valuable if it can be transferred across individuals or groups. By publishing the Dashboard or reports to the Power BI Service, they can be shared with others. The Dashboards/Reports can then be seen or interacted with using the Power BI Apps.

Publishing

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Conclusion:

When SQL and Power BI are combined, data analysis is carried out properly. We can integrate SQL Server to Power BI with ease and retrieve information right into it. Customers can switch connections with a single click in Power BI to execute in-memory searches to a bigger dataset. SQL is a handy tool that, when combined with Power BI's expertise, may assist in monitoring and reporting more effectively and informative.

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Gayathri
Gayathri
Research Analyst
As a senior Technical Content Writer for HKR Trainings, Gayathri has a good comprehension of the present technical innovations, which incorporates perspectives like Business Intelligence and Analytics. She conveys advanced technical ideas precisely and vividly, as conceivable to the target group, guaranteeing that the content is available to clients. She writes qualitative content in the field of Data Warehousing & ETL, Big Data Analytics, and ERP Tools. Connect me on LinkedIn.