Connect CSV to Power BI

To connect CSV to Power BI and further import data, take the steps outlined below:

Step 1: Collect data
First, provide the link to the CSV file from where you'd like to export data. Then, you can adjust the optional settings. For example, you'll be offered the option to choose particular columns to load, skip a specific number of rows from the top of the document, etc.



Once you've set up the source, proceed to the next step.

Step 2: Organize and transform
Before importing CSV to Power BI, you can preview data to ensure its accuracy and compliance with your analytics needs. There are a number of transformations you can apply to your data if needed:

• Edit, rearrange, hide, or add columns.
• Apply various filters and sort your data.
• Create new columns with custom formulas.
• Combine data from multiple accounts or apps.

This lets you organize your data to avoid any similar actions in the destination and start analyzing data right after importing.



As soon as your data looks like you'd prefer, go to the destination settings.

Step 3: Load and automate
To finally import your data from CSV to Power BI, follow the in-app instructions to do the following:

• Generate the integration URL.
• Paste it into the Power BI desktop app.

Next, toggle on automated data refreshes and set up a schedule. To complete the process, save and run the importer.

Activate automated data refreshes to make sure your report reflects the latest changes from the source. Specify the refresh frequency you're comfortable with, choosing from monthly, daily, hourly, or even intervals as brief as every 30 or 15 minutes.

You can customize this schedule even more by specifying preferred days of the week, the time slot, and the time zone.



Thanks to this Coupler.io feature, your report will continuously deliver the most recent data.

Coupler.io doesn't just allow you to pull data from CSV files. It also makes it possible to load related records from different apps. You just have to connect the required application by clicking on the corresponding button while setting up the initial source.

Following that, you'll have to complete the process, which is much the same as described previously. You can connect not only multiple apps but also different accounts within the same application.

You can also take advantage of cross-platform data blending. Once you've linked all sources and proceeded to the next step, you'll be presented with two options to merge your data:

• Append: Combine elements from one source into another. This method requires identical column names.
• Join: Put datasets side by side. You need at least one column with the same name.

If you integrate various data sources, you'll broaden the scope of analytics and get a more thorough grasp of your data.

Coupler.io doesn't only offer to connect CSV to Power BI but also replicate importers to transfer your data to other apps:

• Spreadsheet applications: Microsoft Excel and Google Sheets.
• Data warehouses: BigQuery, PostgreSQL, and Redshift.
• Other business intelligence (BI) tools: Looker Studio, Tableau, and Qlik Sense.

Data imports from CSV into Power BI, which we've previously explained, don't differ much from transfers into alternative destinations.