Migrating from an Excel to SQL Data Source in Power BI

Working off of an Excel data dump can be a great way to get started building a report while the more official SQL table gets built. The problem is that when you are done, repointing from Excel data to SQL data is never as easy as you want it to be. The columns need to be exactly the same for the migration to work yet there’s always at least one column with the wrong name messing everything up.

 

In this video we show you a technique to prep your SQL query to ensure that it matches up with the Excel version that all the other report references are based on. This will make for a nice smooth transition and reduce the amount of guesswork involved.

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