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Varik966
New Member

Database for creating inside reports

Hello everyone,

 

I am starting to discover Power BI and I would like to create a dashboard for my business (yes, it's crazy!).

Specifically, I have personal projects that I need to keep archived for a few years and I would like to connect this dashboard so I can see which project is archived, where it is stored and if the date is "X" years out of date, know that I can delete it.

I have this informations in an Excel file and I would like to save it elsewhere (database,...) What do you advise me to store this information? Can I use PowerBI to create a sort of database that can be easily managed or do I need to connect to a SQL server or something else?

 

Thank you for your advice

1 ACCEPTED SOLUTION
v-yiruan-msft
Community Support
Community Support

Hi @Varik966 ,

Power BI can't be used as the database, as this official documentation referred, Power BI lets you connect the data sources to create the report and share the insights with everyone you want. It includes the following 3 basics:

  • A Windows desktop application called Power BI Desktop.
  • An online SaaS (Software as a Service) service called the Power BI service.
  • Power BI mobile apps for Windows, iOS, and Android devices.

yingyinr_0-1672996110136.png

And where the data in the excel file should store? You can just keep them in the excel file, and make filter on the old data which is for X years ago to delete them. Or you can manage these data in the SQL server database, later create a sql command to delete these old data...

Store data in SQL SERVER:

Create database:

CREATE DATABASE & CREATE TABLE Operations

Import data from Excel to SQL Server:

Import data from Excel to SQL Server or Azure SQL Database

Delete the old data:

DELETE

 

Lastly, you can refer the following link to connect your data to create the report in Power BI Desktop. 

1. If the data source is Excel file

Connect to Excel in Power BI Desktop

yingyinr_1-1672997080409.png

 

2. The data source is SQL Server

Refresh data from an on-premises SQL Server database

yingyinr_2-1672997122720.png

Best Regards

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
v-yiruan-msft
Community Support
Community Support

Hi @Varik966 ,

Power BI can't be used as the database, as this official documentation referred, Power BI lets you connect the data sources to create the report and share the insights with everyone you want. It includes the following 3 basics:

  • A Windows desktop application called Power BI Desktop.
  • An online SaaS (Software as a Service) service called the Power BI service.
  • Power BI mobile apps for Windows, iOS, and Android devices.

yingyinr_0-1672996110136.png

And where the data in the excel file should store? You can just keep them in the excel file, and make filter on the old data which is for X years ago to delete them. Or you can manage these data in the SQL server database, later create a sql command to delete these old data...

Store data in SQL SERVER:

Create database:

CREATE DATABASE & CREATE TABLE Operations

Import data from Excel to SQL Server:

Import data from Excel to SQL Server or Azure SQL Database

Delete the old data:

DELETE

 

Lastly, you can refer the following link to connect your data to create the report in Power BI Desktop. 

1. If the data source is Excel file

Connect to Excel in Power BI Desktop

yingyinr_1-1672997080409.png

 

2. The data source is SQL Server

Refresh data from an on-premises SQL Server database

yingyinr_2-1672997122720.png

Best Regards

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Thnak you so much!

Best answer I could have.

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