Getting Started with PowerBI

STEP 1

Create a PowerBI account, such as an Office365 account with PowerBI permissions.

STEP 2

Install the PowerBI Gateway.

Log in using the account you created.

You may want to include the Recovery Key in the name of the gateway.

gateway2.jpg

STEP 3

Install PowerBI Desktop.

Sign in using the account you created.

Click Get Data, then select SQL Server Database to connect to a SQL database.

getdata.jpg

STEP 4

Type in your server name, and much of the time, you will likely want to select DirectQuery to pull live data.

Use the appropriate credentials to connect to the data.

Select the table(s) with which you wish to connect.

STEP 5

Publish your workbook.

STEP 6

Navigate to app.powerbi.com in a web browser, and sign in using the account you created.

Click the Settings icon, and select Manage Gateways.

Click on Add Data Source.

Enter your Data Source Settings.

data source settings.jpg