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Power BI Data Sources & Connections

Learn how to connect Power BI data sources, manage credentials, automate refreshes, and combine Excel files, folders, and marketing platforms.

Beginner

Start with the foundations.

Take the lessons in order for a complete introduction, or open the topic that answers your current reporting question.

Connect data to Power BI

Learn how to connect marketing data to Power BI, choose between Import and DirectQuery, and decide when to use files, online services, or connectors.

Connect Excel to Power BI

Learn how to use Excel with Power BI, prepare Power BI–friendly files, avoid common mistakes, and build reports that refresh without breaking.

Connect multiple files / folder to Power BI

Learn how to connect a folder of files to Power BI to automate recurring updates and manage weekly or monthly marketing exports efficiently.

Change data source & credentials in Power BI

Learn how to change a data source in Power BI, fix broken file paths, and resolve common refresh issues related to credentials and permissions.

Connect Marketing platforms to Power BI

Learn how to connect marketing platforms like Meta Ads, Google Ads, GA4, and CRM tools to Power BI using exports or automated connectors.

Automate Power BI Marketing dashboards

Learn the best way to automate Power BI marketing dashboards, from refresh strategy and datasets to connectors and scalable setups for teams.

Refresh data & Scheduled refresh

Learn how to refresh data in Power BI Desktop and Service, schedule refresh, fix refresh issues, and automate marketing dashboards reliably.

Your next report should not start with five exports.

Connect your marketing platforms and build a data workflow your entire agency can use.

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