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BeautifulDash
Frequent Visitor

Migrate from static Excel source to dynamic SQL source

I made a prototype dashboard loading Excel data, creating the 'recipe' to prepare the data, the DAX measures, and the visualizations. Now, I want to directly query our internal SQL database that contains this same data.

 

The documentation is clear on connecting to the SQL database and setting a refresh rate, doing it from scratch but not adapting an existing project. What is currently the most straightforward method of doing so? Ideally, I can use an SQL statement to select the necessary table and columns and rename them in the Source step of the recipe. 

 

Do I connect to SQL, as if from scratch in the project, using an SQL statement (using SQL SELECT and possibly SQL AS) and then copy this M Code via the Advanced Editor into the Excel one, as suggested in this thread? If so, could you please elaborate further?

1 REPLY 1
amitchandak
Super User
Super User

@BeautifulDash , I have a video for these steps, if that can help

Change Connection from One source type to another Source Type and use existing steps: https://youtu.be/nwYJgG2hmd0

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