You are learning Power Query in MS Excel
How to connect to databases (SQL Server, Access) with Power Query?
There are two main ways to connect to databases like SQL Server and Access with Power Query:
1. Direct Connection:
This method establishes a direct connection between Power Query and the database.
* Steps:
* In Power Query Editor (Excel) or Power BI Desktop, navigate to the "Home" tab.
* Click on "Get Data" and then select "SQL Server database" or "Access database" depending on your database type.
* Details:
* You'll be prompted to enter server details like server name, database name (optional), and authentication credentials.
* Power Query establishes a live connection, meaning any changes in the database might be reflected in your data refresh.
* This method is suitable for real-time data analysis or when you don't need to manipulate the data extensively before importing.
2. Import Data:
This method imports a copy of the data from the database into Power Query.
* Steps:
* Similar to the direct connection, navigate to "Home" > "Get Data" and choose your database type.
* In the connection dialog, you can optionally specify a custom SQL query to filter or retrieve specific data from the database.
* Click "Import" instead of "OK" after setting up the connection.
* Details:
* Power Query imports a snapshot of the data at that specific time.
* Any changes in the database won't be reflected until you refresh the data import.
* This method is preferred when you need to transform or clean the data before using it for analysis.
Additional Considerations:
* Gateways: For on-premises databases (not hosted online), you might need to set up an on-premises data gateway to facilitate communication between Power Query and the database.
* Authentication: Depending on your database security settings, you might need to provide a username and password or use other authentication methods to establish a connection.
For more detailed instructions and advanced options, you can refer to the official Microsoft documentation on Power Query connectors:
* SQL Server: [https://learn.microsoft.com/en-us/power-query/connectors/sql-server](https://learn.microsoft.com/en-us/power-query/connectors/sql-server)
* Access: Specific documentation for Access databases seems to be integrated with the SQL Server connector information. You can still use the same steps for Access databases.