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Prerequisites

Before you can configure and use Power BI Desktop with Connect AI, you must first connect a data source to your Connect AI account. See Sources for more information.

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Step 1: Connect to Connect AI

1
In Power BI Desktop, click Get Data to open the Get Data window. In the drop-down list, click More.
2
Use the search field to find Connect AI and click Connect.
3
Click Sign in on the prompt that appears. Depending on your setup, this button may be labelled Sign in as different user.
4
In the Connect AI dialog, sign in to your Connect AI account.
5
Return to Power BI Desktop and click Connect in the sign-in prompt. The Navigator dialog displays the three types of Connect AI connections: Connections, Derived Views, and Workspaces.
Power BI Desktop Navigator

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Step 2: Import Data

After you connect to Connect AI, follow these steps to import data to Power BI Desktop:
1
In the Navigator dialog, expand the Connections, Derived Views, or Workspaces folder to locate the data to load. The data is organized in the Navigator as follows:
  • Connections > Schemas > Table/View/Stored Procedure
  • Derived Views > Derived View
  • Workspaces > Assets > Table/View/Stored Procedure For example, to load a specific table within a connection, expand Connections, and then expand the connection name. Expand the appropriate schema and then select the table(s) to load, as shown below.
Power BI Desktop Navigator Hierarchy
2
Check the boxes next to the any data that you want to work with. You can view a preview of the data if you wish.
3
Click Load or Transform Data.
  • Load instructs the connector to execute the underlying query to Connect AI.
  • Transform Data launches the Query Editor and displays a representative view of the table. To run a custom query through this interface, see Running a Custom Query.
4
Create Power BI visuals with the data you loaded.

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Running a Custom Query

To run a custom query on your data, select Transform Data when you are importing from Connect AI and folllow these steps:
1
In the Power Query Editor window, select Advanced Editor in the Home tab of the navigation ribbon.
Power BI Desktop Advanced
2
In the Advanced Editor, enter the text in the following format, replacing the contents of the query with your custom query.
let
     Source = CDataConnectCloud.Contents([Query="SELECT ACCOUNTNUMBER, BILLINGSTREET, BILLINGCITY, BILLINGSTATE FROM [Snowflake3].[NORTHWIND].[ACCOUNT] LIMIT 100"])
  in
     Source
1
Click Done to load your data into Power BI Desktop.