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Power-biHow-ToBeginner ยท 3 min read

How to Connect to SQL Server in Power BI: Step-by-Step Guide

To connect Power BI to SQL Server, open Power BI Desktop, click Get Data, select SQL Server, then enter your server name and database. Choose the connection type (Import or DirectQuery), provide credentials if needed, and load your data to start building reports.
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Syntax

When connecting Power BI to SQL Server, you use the Get Data feature with these key inputs:

  • Server: The name or IP address of your SQL Server instance.
  • Database: The specific database you want to connect to (optional).
  • Data Connectivity Mode: Choose Import to load data into Power BI or DirectQuery to query data live.
  • Authentication: Provide Windows or SQL Server credentials to access the database.
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Get Data > SQL Server > Server: "your_server_name" > Database: "your_database_name" > Data Connectivity Mode: Import or DirectQuery > Credentials
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Example

This example shows how to connect Power BI Desktop to a SQL Server named SQLSERVER01 and database SalesDB using Import mode.

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1. Open Power BI Desktop.
2. Click on "Get Data" > "SQL Server".
3. In the "SQL Server database" window, enter:
   - Server: SQLSERVER01
   - Database: SalesDB
4. Select "Import" as the data connectivity mode.
5. Click "OK".
6. Enter your credentials if prompted.
7. Select tables or write a query to load data.
8. Click "Load" to import data into Power BI.
Output
Power BI loads the selected tables from SalesDB into the data model, ready for report creation.
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Common Pitfalls

Common mistakes when connecting Power BI to SQL Server include:

  • Using incorrect server or database names causing connection failures.
  • Choosing the wrong authentication method or missing credentials.
  • Confusing Import mode with DirectQuery, which affects data refresh and performance.
  • Firewall or network settings blocking access to the SQL Server.

Always verify server accessibility and credentials before connecting.

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Wrong way:
Get Data > SQL Server > Server: "wrong_server"

Right way:
Get Data > SQL Server > Server: "correct_server"
Provide valid credentials
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Quick Reference

StepActionNotes
1Open Power BI DesktopStart your report creation
2Click Get Data > SQL ServerChoose SQL Server connector
3Enter Server and DatabaseUse correct names or IPs
4Select Import or DirectQueryImport loads data; DirectQuery queries live
5Provide CredentialsWindows or SQL Server authentication
6Select Tables or Write QueryChoose data to load
7Click LoadData loads into Power BI model
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Key Takeaways

Use the Get Data > SQL Server option in Power BI Desktop to start your connection.
Enter the correct server and database names to avoid connection errors.
Choose Import mode to load data or DirectQuery for live queries depending on your needs.
Provide valid credentials matching your SQL Server authentication method.
Check network and firewall settings if you cannot connect to the server.