Edit

Share via

Windsor (Beta) Power Query custom connector

  • Article

Note

The following connector article is provided by Windsor, the owner of this connector and a member of the Microsoft Power Query Connector Certification Program. If you have questions regarding the content of this article or have changes you would like to see made to this article, visit the https://windsor.ai/ website and use the support channels there.

Summary

Item Description
Release State Preview
Products Power BI (Datasets)
Power BI (Dataflows)
Power Apps (Dataflows)
Authentication Types Supported OAuth
Function reference docs —

Prerequisites

Before using the connector, you need to create a Windsor account and save at least one query.

Follow these steps to create and save a query:

  1. Sign in to the Windsor.ai account. via Email + Password, Microsoft account, or Google account.

  2. Select a data source and sign in to your platform account to create a connection between your data source and Windsor.

  3. Select Next (Data Preview) bottom left or 2. Preview and Destination on top.

  4. Configure your query using controls on the right side and select the Get Data button, if present, to preview data.

    1. Select Data Source to fetch data. By default all is selected, which gets data from all data sources you have connected.
    2. Define a date range. Use a flexible date range, for example Last 7 days, and always get data for the previous seven days.
    3. Choose the fields. See our full list of supported fields.
    4. Pick the accounts to fetch data from.

  5. When you are satisfied with the result, select the Save Query button, give your query a recognizable name, and select Save.

    Save Query at Windsor Onboard.

    The queries you save here are available to you in Power BI Desktop once you sign in to the Windsor connector.

Capabilities supported

  • Import

Connection instructions

To connect to Windsor

  1. Open Power Query.

  2. Go to the Home ribbon and select Get Data.

  3. Search for Windsor. Select it, and then select Connect.

    Screenshot of the Get data dialog where you select the connector from the list.

  4. Select Sign in to sign in to your Windsor account.

    Screenshot of the authentication dialog wher you sign in to Windsor.

  5. Sign in to Windsor Onboard in the window that appears. Enter your email and password or select Sign in with Microsoft / Sign in with Google and choose the account that you used to sign in to the Windsor Onboard in step 1 in Prerequisites.

    Screenshot showing the connection selector.

  6. Select Connect.

    Screenshot of the sign-in confirmation.

  7. Once the Navigator dialog box loads, you can preview all the queries you saved in your Windsor account on the onboard. Select the checkboxes next to any queries with data you’d like to use for your report.

    Screenshot of the navigator view with the list of teams, groups and queries.

    The preview loads with the saved query settings. However, you can make some changes before loading the data to your report by using the settings above the preview:

    • Under Accounts you can choose a different set of accounts for the same query settings. Select Ok and Apply to load the preview with the changes.
    • You can choose a new set of fields using the Fields dropdown. Remember to select Ok and Apply the changes.
    • You can append selected fields to existing ones by setting Append fields to existing to TRUE
    • If you want to check the data for a different time period than the one specified in the saved query, select the necessary option in the Date range type or Start date/End date field and select Apply. When you select options like This month or Year to date, the refreshes always bring the latest data to your report. When you leave End date empty and it isn't set in the query. Todays date is used internally and refreshes bring the latest data to your report.

    If you make changes to only one of the fields, other settings remain the same as you saved them on the Windsor Onboard.

    Once you see the dataset you’d like to use, select Load to use it in Power Query, or Transform Data to refine it in the Power Query editor first.

Limitations

  • Windsor Onboard must be used to create and manage queries.
  • The timeout limit for polling the query results is 30 minutes.

Known issues

Expression.Error: Empty response, please check your query at onboard.windsor.ai/app/data-preview

Reason:

  • The data is missing for selected query. Check that this query works and shows data in Windsor Onboard.

Expression.Error: Error

Possible reasons:

  • The data source was disconnected. Check that the data source is connected at https://onboard.windsor.ai/. Select Show only connected to show the data sources you have connected.

Related content

You might also find the following Windsor help page useful: