Sales Report in Power BI and Direct Query into SQL Database

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Whenever we set connector to our data in Power BI, we have an option to select connection to a certain object (e.g. a table) or there is a second option. That is connection using direct query which secures live connection to data source. We will prepare simple Sales report by few clicks. (as in video). I will show you how to set a connection like that. Direct Query makes sense mainly if we connect to some database and use SQL language.

Sales report with connection to SQL database via direct query

We will create a simple report using Power BI desktop. It will display sales by year through products and product categories:

  • Source: SQL Server/database Temp
  • Table: : udv_SalesByProducts (view created from sample database AdventureWorksDW2014)
  • Report designer: Power BI desktop, load report to cloud afterwards
  • Power BI Gateway: Set gateway to data source

Report is loaded to power bi service. In order for Direcq query to work, it is needed to set Power BI gateway (enterprise). Therefore, we set new cluster which will lead to instance localhost and Temp database.

nastavení power bi gateway

My name is Jan Zedníček and I work as a BI Developer at Kentico Software in Brno. Mostly you can see me there working in the office, but I also work partly as a freelancer. I have been working as a freelancer for many companies for more than 5 years, but Kentico is the matter of my heart. I used to work as a financial controller at companies like Aero Vodochody or Sberbank and I also used to be a bond program manager in Unicapital Investment group. When I am not at work, I like playing volleyball, chess, doing a workout in the gym and I enjoy tasting of best quality rums. I am trying to summarize all my knowledge on this website not to forget them (because of the rum effect, you know =) and to put them forward to anyone. Don´t worry about asking for help or writing some comments.

Category: Power BI desktop Sample Reports in power BI

About Ing. Jan Zedníček - BI Developer, Finance controller

My name is Jan Zedníček and I work as a BI Developer at Kentico Software in Brno. Mostly you can see me there working in the office, but I also work partly as a freelancer. I have been working as a freelancer for many companies for more than 5 years, but Kentico is the matter of my heart. I used to work as a financial controller at companies like Aero Vodochody or Sberbank and I also used to be a bond program manager in Unicapital Investment group. When I am not at work, I like playing volleyball, chess, doing a workout in the gym and I enjoy tasting of best quality rums. I am trying to summarize all my knowledge on this website not to forget them (because of the rum effect, you know =) and to put them forward to anyone. Don´t worry about asking for help or writing some comments.

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