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From Manual Imports To API Imports

You can transition from manual imports to API-based imports in Power BI while keeping the same dataset. The process involves setting up API access, creating a custom query, transforming and loading data, maintaining the data schema, scheduling refreshes, updating reports, and publishing to the Power BI service. Following these steps ensures a seamless transition and keeps your dataset up-to-date.

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21 views2 pages

From Manual Imports To API Imports

You can transition from manual imports to API-based imports in Power BI while keeping the same dataset. The process involves setting up API access, creating a custom query, transforming and loading data, maintaining the data schema, scheduling refreshes, updating reports, and publishing to the Power BI service. Following these steps ensures a seamless transition and keeps your dataset up-to-date.

Uploaded by

cce3
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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From Manual Imports to API Imports

Assume that I have been using data from a dataset in excel format that I imported manually in Power BI.
Can I stop importing manually and start importing via API, while maintaining the same the dataset I
imported manually?

Yes, you can definitely switch from manual imports to API-based imports in Power BI while maintaining
the same dataset! Here's a high-level overview of how you can do this:
1. Set Up API Access: Ensure you have the necessary API credentials and permissions to access the
data source.
2. Create API Connection: In Power BI, go to Get Data > Web. Enter the API endpoint URL and
configure the necessary parameters3.
3. Configure Data Import: Use the API to fetch the data and configure the data import settings in
Power BI. You can use the REST API to automate this process2.
4. Maintain Dataset: Ensure that the data schema and structure match the existing dataset to
maintain consistency.
Would you like more detailed steps or any specific help with setting up the API connection?

Great! Let's dive into the detailed steps to switch from manual imports to API-based imports in Power BI.
Here's how you can do it:
1. Set Up API Access:
o Ensure you have the necessary API credentials (e.g., API key, OAuth tokens) and the
endpoint URL for the data source you want to connect to.
2. Create a Custom Query:
o Open Power BI Desktop.

o Go to the Home tab and select Get Data.

o Choose Web from the list of data sources.

o In the From Web dialog, enter the API endpoint URL.

o If the API requires authentication, select Advanced and enter the necessary headers (e.g.,
Authorization: Bearer your_token).
3. Transform and Load Data:
o After connecting, Power BI will show a preview of the data. Here, you can transform the
data to match the structure of your existing dataset.
o Use the Query Editor to clean and shape the data as needed.
4. Maintain Data Schema:
o Ensure that the column names and data types in the API response match those of your
existing dataset. This is crucial for maintaining consistency in your reports.
5. Schedule Refresh:
o Once the data is loaded and transformed, go to the Data source settings in Power BI.

o Configure the Schedule refresh settings to automate the data import process. This
ensures your dataset is always up-to-date with the latest data from the API.
6. Update Reports and Visuals:
o Check your existing reports and visuals to ensure they are correctly linked to the new
data source.
o Make any necessary adjustments to reflect the changes in the data import method.

7. Publish to Power BI Service:


o After confirming that everything works as expected, publish your Power BI report to the
Power BI service.
o Set up the data gateway if required for the API connection.

By following these steps, you can seamlessly transition from manual data imports to API-based imports in
Power BI while maintaining your existing dataset.
Feel free to ask if you need more specific details or assistance with any of the steps

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