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Power BIbi_tool~7 mins

Multiple data sources in one report in Power BI - Step-by-Step Guide

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Introduction
This feature lets you bring data from different places into one Power BI report. It helps you combine information from various sources to get a complete view without switching reports.
When you want to see sales data from your Excel file and customer info from a database in one report.
When your marketing team uses Google Analytics but finance uses SQL Server, and you need both data sets together.
When you have product data in a CSV file and inventory data in a cloud service and want to analyze them side by side.
When you want to compare data from last year stored in one system with this year's data in another.
When you need to create a dashboard that shows data from multiple departments using different tools.
Steps
Step 1: Click
- Home tab > Get Data button
The Get Data window opens showing a list of data source options
Step 2: Select
- Choose your first data source type (e.g., Excel, SQL Server)
A file picker or connection window appears to connect to the first data source
Step 3: Load
- Navigator window after selecting tables or sheets
The selected data loads into Power BI and appears in the Fields pane
Step 4: Repeat
- Home tab > Get Data button
You can add another data source; the new data also appears in the Fields pane
Step 5: Go to
- Model view
You see tables from all data sources and can create relationships between them
Step 6: Create
- Drag fields between tables in Model view
Relationships are created to connect data from different sources for combined analysis
Step 7: Build
- Report view
Use fields from all data sources to create visuals on the same report page
Before vs After
Before
Report has data only from an Excel file showing sales numbers
After
Report shows sales from Excel combined with customer details from SQL Server, all in one dashboard
Settings Reference
Data source credentials
📍 Home tab > Transform data > Data source settings
Manage how Power BI connects securely to each data source
Default: Depends on data source
Data refresh schedule
📍 Power BI Service > Dataset settings
Set how often Power BI updates data from each source
Default: Manual
Relationship cardinality
📍 Model view > Relationship editor
Define how tables from different sources relate to each other
Default: One to many
Common Mistakes
Not setting up relationships between tables from different sources
Without relationships, visuals may not combine data correctly, showing incomplete or wrong results
Always create relationships in Model view to link tables logically
Using different data types for matching columns across sources
Power BI cannot create relationships if the data types do not match, causing errors
Ensure columns used for relationships have the same data type before linking
Ignoring data refresh settings after adding multiple sources
Data may become outdated if refresh is not configured properly for all sources
Set up refresh schedules for each data source in Power BI Service
Summary
You can add many data sources into one Power BI report to see all your data together.
Create relationships between tables from different sources to combine data correctly.
Remember to manage credentials and refresh settings for each data source.