Connect to Power BI

Overview

This guide explains how to use the 'Connect Power BI / Excel' feature in Tube2Sheet to generate Power Query code and import data into Power BI.

Step-by-Step Guide

Generate Power Query Code in Tube2Sheet

1. Open Connection Options

   • In the Tube2Sheet sidebar, click the "Options" tab.
   • Select 'Power BI / Excel Connect'.

   

2. Select Sheet and Copy Code

   • In the "Connect to Excel / Power BI" window, select a sheet.
   • Click 'Copy to clipboard' to fetch the code.

   

Import Data into Power BI

1. Create a Blank Query

   • Open Power BI and create a new document.
   • Click 'Get Data', then select 'Blank query'.

   

2. Paste Power Query Code

   • In the Query Editor, click 'Advanced Editor'.
   • Replace the existing code with the copied PowerQuery code.
   • Click 'Done'.

   

3. Authorize Connection

   • Click 'Edit Credentials'.
   • Select 'Sign in' and follow the prompts to grant Power BI access to your Google Sheets.
   • After successful authorization, click 'Connect'.

   

4. Finalize Data Import

   • Review the imported data.
   • Click 'Close & Apply' to save the query.

   

Creating a Report in Power BI

1. Switch to Report View

   • Ensure you are in the 'Report View' of Power BI.

   

2. Add a Table Visualization

   • From the Visualizations pane, select the 'Table' visualization.
   • Adjust the size of the table on the canvas as needed.

   

3. Populate the Table

   • In the 'Fields' pane, select the data fields you want to display.
   • Drag and drop these fields into the table visualization or the 'Values' section of the Visualizations pane.

   

Troubleshooting

If you encounter any issues during the connection process:

• Ensure you have the necessary permissions to access the Google Sheet.

For additional support, please contact our support team at support@tube2sheet.com.