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Power BI - Recovering your Data from different sources Video

In this video, you will learn about recovering your data from different sources using Microsoft 365. The video covers the importance of IT security and how to protect your data with Microsoft 365 apps.
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Objectifs :

This video aims to demonstrate various methods for retrieving data from different sources using Power BI Desktop, including connecting to a website, online services like SharePoint, and importing files from a folder.

Chapitres :

Introduction to Data Retrieval in Power BI
In this video, we will explore advanced techniques for recovering data from various sources using Power BI Desktop. Building on the previous video, we will focus on practical examples that illustrate how to connect to a website, online services, and import files from a folder.
Connecting to a Website
To begin, we will learn how to capture data directly from a website URL. For this example, we will retrieve a results chart from the Nasdaq website. 1. Click on 'Connect' in Power BI Desktop. 2. A window will prompt you to enter the URL of the relevant website. Copy and paste the link from your browser and select 'OK'. 3. Power BI Desktop will contact the web resource, and the Navigator window will display the data found on the webpage. In this case, it identified nine tables within the document. 4. Select 'Table 3' to view an overview. You can toggle to 'Web View' to ensure you have selected the correct table. 5. Finally, click on 'Load' to complete the import.
Connecting to Online Services
Another common method for data retrieval is connecting to online services. In this example, we will connect to a SharePoint list, but the procedure is similar for other online services. 1. In the 'Get Data' window, click on 'Online Services' and select 'SharePoint Online List'. 2. Click on 'Connect', and a window will appear asking for the URL of the SharePoint site. Enter the URL and select 'OK'. 3. A new window will open for you to log in. Use the appropriate login credentials. 4. Power BI Desktop will browse the SharePoint site and display the data in table format. 5. Click on each table to view an overview, select the tables you wish to import, and confirm your choice by clicking 'Load'.
Importing Files from a Folder
The final example we will cover involves importing a series of files, such as Excel or CSV files, from a folder. 1. Go to the 'Get Data' window and choose 'Folder' in the 'Files' section. 2. Click on 'Browse' to define the folder path where your files are located. 3. After selecting the folder, click 'OK'. 4. Power BI Desktop will display a table listing each file found in the folder. 5. In the bottom right corner, you will find import options. Choose 'Load' or 'Edit' to import the files in binary content format, which will need transformation into a usable data table. 6. It is advisable to select the 'Combine' button, allowing Power BI to perform the transformation automatically. 7. In the 'Combine Files' window, choose a sample file, adjust the file origin, delimiter, and specify whether to detect the data type. Confirm your choices by clicking 'OK'. Your data is now transformed into a ready-to-use chart.
Conclusion
In this video, we explored various methods for retrieving data using Power BI Desktop, including connecting to websites, online services like SharePoint, and importing files from a folder. These techniques enhance your ability to gather and analyze data from diverse sources, making Power BI a powerful tool for data visualization and reporting.

FAQ :

How do I connect Power BI to a website?

To connect Power BI to a website, open Power BI Desktop, click on 'Get Data', select 'Web', and enter the URL of the website. After clicking 'OK', the Navigator window will display the data found on the webpage.

What types of data can I import into Power BI?

You can import various types of data into Power BI, including data from Excel files, CSV files, SharePoint lists, and web pages. You can also connect to online services and databases.

What is the purpose of the Navigator window in Power BI?

The Navigator window in Power BI allows users to view and select the data tables available for import from the selected data source, providing an overview of the data structure.

How can I import multiple files from a folder in Power BI?

To import multiple files from a folder, go to 'Get Data', select 'Folder', and browse to the folder containing the files. After selecting the folder, you can choose to load or edit the data as needed.

What should I do if I want to transform imported data in Power BI?

If you want to transform imported data in Power BI, you can use the 'Combine Files' feature to merge multiple files and specify options like file origin, delimiter, and data type detection before confirming your choices.

Quelques cas d'usages :

Connecting to Financial Data from a Website

A financial analyst can use Power BI to connect to the Nasdaq website to retrieve real-time stock market data. By importing the relevant tables, the analyst can create visualizations to track market trends and make informed investment decisions.

Importing Data from SharePoint for Project Management

A project manager can connect Power BI to a SharePoint list to import project data, such as task assignments and deadlines. This allows for the creation of dashboards that provide insights into project progress and resource allocation.

Analyzing Sales Data from Multiple CSV Files

A sales manager can import multiple CSV files containing sales data from a specific folder into Power BI. By using the Combine Files feature, the manager can analyze sales trends over time and generate reports to share with the sales team.

Monitoring Website Performance Metrics

A digital marketing specialist can connect Power BI to a website's analytics data by importing tables from the web. This enables the specialist to visualize traffic patterns and user engagement metrics, helping to optimize marketing strategies.

Glossaire :

Power BI Desktop

A business analytics tool by Microsoft that enables users to visualize data and share insights across their organization or embed them in an app or website.

URL

Uniform Resource Locator, a reference to a web resource that specifies its location on a computer network and a mechanism for retrieving it.

Navigator window

A feature in Power BI that allows users to view and select data sources available for import from a web page or other data sources.

SharePoint

A web-based collaboration platform from Microsoft that integrates with Microsoft Office, used for storing, organizing, sharing, and accessing information from any device.

CSV

Comma-Separated Values, a file format used to store tabular data in plain text, where each line represents a data record and each record consists of fields separated by commas.

Combine Files

A feature in Power BI that allows users to merge multiple files from a folder into a single data table for easier analysis.

Delimiter

A character or sequence of characters that separates data fields in a text file, commonly used in CSV files.

00:00:08

In this video, we will look at more examples of how to recover data from different sources.

00:00:14

Let's begin by getting data directly from a website URL.

00:00:18

In this example, we want to capture this results chart

00:00:21

from the Nasdaq website.

00:00:24

In the Get Data window, click on Other and then on Web.

00:00:29

When you click on Connect, a window will open and ask for

00:00:32

the URL of the relevant website,

00:00:35

copy and paste the link from your navigator and select OK.

00:00:39

Power BI Desktop will contact the web resource

00:00:42

and the Navigator window will retrieve what it found on this webpage.

00:00:46

In this case, it found nine tables in the entire web document.

00:00:51

Table 3 is the one that interests us.

00:00:54

Select it in the list to display an overview.

00:00:57

You can toggle to Web View to make sure you choose the right table.

00:01:02

Click on Load to complete the import.

00:01:10

Another common way to get data is by connecting to online services.

00:01:14

In my case, I'm going to connect to a SharePoint list,

00:01:18

but the procedure is similar for all other online services.

00:01:22

In the Get Data window, click on Online Services

00:01:25

and then choose SharePoint Online List.

00:01:29

When you click on Connect, a window will display where

00:01:32

you will need to enter the URL of the SharePoint site.

00:01:36

Next select OK.

00:01:39

A window will open for you to connect to this service.

00:01:42

Connect using the right log in information.

00:01:46

Power BI Desktop will browse the SharePoint site

00:01:49

and then display all the data it found in table format.

00:01:52

Similarly, click on each table to display an overview.

00:01:57

Select the tables that interest you

00:01:58

and confirm your choice by clicking on Load to complete the import.

00:02:05

The last example we will look at in this video pertains

00:02:08

to the import of a series of files such as Excel or CSV files from a folder.

00:02:14

To import such files, go to the Get Data window,

00:02:18

choose Folder in the Files section

00:02:22

and then click on Browse in the window that displays in order to define the folder path.

00:02:29

Next click on OK.

00:02:31

Power BI Desktop will display a table

00:02:33

with all the information from each file found in the folder.

00:02:37

In the bottom right corner of the window, you will find import options.

00:02:42

If you choose Load or Edit, Power BI Desktop will import

00:02:46

each file in binary content format that you will need to

00:02:49

transform into a usable data table.

00:02:53

This is why it is advisable to choose the Combine button

00:02:56

so that Power BI can carry out the transformation itself.

00:03:00

In the Combine Files window, begin by choosing the sample file

00:03:04

that will be displayed in the Overview,

00:03:08

the File Origin to change the coding,

00:03:10

the Delimiter used in the files

00:03:13

and specify whether or not you wanted to detect the data type.

00:03:17

Confirm your choice by clicking on OK.

00:03:21

Your data has now been transformed into a ready to use chart.

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