Join Gini von Courter for an in-depth discussion in this video Upload a CSV file, part of Power BI Pro Essential Training.
- [Voiceover] If I'd like to connect to some data that I have locally, for example, a CSV file, I will choose import or connect to data, click the get button. Notice that I can retrieve data from SharePoint, from my personal OneDrive, from my OneDrive for business. When I'm using OneDrive, the data of course is already in the cloud, so there is some strategy to using those choices as well as SharePoint, because my data can be easily refreshed.
With a local file, I'm really doing an import of what's essentially a snapshot, and I'm going to need to make sure that I refresh that going forward. If I have data that I want to be able to refresh easily, I would be better off uploading it first to OneDrive for business, or for example, to a SharePoint site. I'm going to go into my exercise files, and to chapter 2, and choose GDP Americas. This isn't a huge file, 45K.
This is the file that I would like to upload. It says this could take a little while, but it's here. That's pretty quick. I'm going to click view data set to view my data set. I don't see anything. It's ready for me to create some visualizations. I have information here, for example, on the GDP per person, for different countries. Notice that my field list appears on the right-hand side. This is a clue that there are some things going on here. If you want to check to see if there's data, just grab a field and drag it in, and you will get either a chart of some kind, or in the case of, for example, Geo data, like a country, I will actually get a map with data points on it, which is nice.
We'll talk more about that later, but this is how we import a data set. This data set will remain here until I remove it. I can change its name, I can refresh it, and it just went back and got refreshed that out of the file. What I can't do is schedule to refresh for this data. The reason I can't is that there isn't really a data model connection here, this is simply a worksheet, so I will need to be responsible for that. If I'd like to remove this data later, I can.
Notice that, if I do, if I have created any reports or dashboards from this data, they would also be deleted, but I would simply click delete to remove this data set. For now though, I will click cancel, and we will leave it right here.
AuthorGini von Courter
- Signing up for Power BI Pro
- Connecting to data sources
- Uploading data such as CSV and XLS files
- Creating reports, visualizations, charts, and maps
- Filtering, sorting, copying, and pasting visualizations
- Downloading custom visuals from the gallery
- Modifying existing reports
- Creating and managing data dashboards
- Querying data with Power BI Q&A and Microsoft Cortana
- Sharing report and dashboards
- Using Power BI Desktop and mobile apps
Skill Level Intermediate
Learning Microsoft Power BI Desktopwith Gini von Courter2h 52m Intermediate
Learning Microsoft Business Intelligence Stackwith Ron Davis43m 35s Intermediate
1. Get Started with Power BI
2. Power BI Data Sources
3. Create a Report with Visualizations
4. Modify and Print a Report
5. Create a Dashboard
6. Ask Questions About Your Data
7. Share Data with Colleagues and Others
8. Use Power BI Desktop
9. Use Power BI Mobile Apps
Next steps1m 19s
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