Connect paginated reports to data sources using Power Query in Power BI Report Builder

APPLIES TO: Power BI Report Builder Power BI Desktop

In Power BI Report Builder, you can create paginated reports that are optimized for printing and sharing. You can connect to various data sources, such as SQL Server, Azure SQL Database, Dataverse, and more. But what if you want to connect to data sources that aren't natively supported by Power BI Report Builder, such as Snowflake, Databricks, AWS Redshift, and others?

That's where Power Query Online comes in. Power Query Online is a data transformation and mashup engine that lets you access and transform data from hundreds of sources. You can use Power Query Online to connect to these data sources from Power BI Report Builder, and create datasets that you can use in your paginated reports. This is a new feature that is currently in preview, and we are excited to share it with you.

Prerequisites

  • To use the new Get Data feature in Power BI Report Builder, you need to have the latest version of Power BI Report Builder installed on your machine. You can download Power BI Report Builder.
  • You need a paid license, either Power BI Pro or Premium Per User (PPU). To learn more, check license requirements.
  • You also need to sign in to Power BI Report Builder with your Power BI account.

Get started

Follow these steps to connect to a data source using Power Query Online:

  1. Start the process of getting data in one of these ways.

    Select Get Data from the toolbar.

    Screenshot showing select Get data on the toolbar.

    OR right-click Data Sources or Datasets in the Report Data pane, and select Add Data Source.

    Screenshot showing select Get data from  Data Sources.

    OR right-click Data Sources or Datasets in the Report Data pane, and select Get data.

    Screenshot showing select Get data from Datasets.

  2. After you select Get data, select the data source that you want to connect to from the list, or search for it by name or category. For example, select Snowflake, a cloud data warehouse service.

    Screenshot showing select a data source.

  3. Enter the required information to connect to the data source, such as the server name, database name, and authentication method.

    Screenshot showing enter your credentials.

    You can either use an existing shareable cloud connection or create a new connection.

  4. After you select or create a connection, select Next. Select the tables that you want to use in your report and select Transform Data.

    Screenshot showing Select the tables that you want to use in your report and select Transform Data.

    This action opens the Power Query Editor, where you can transform and load your data. All Power Query editor functionality is available.

    As an example, I merged three tables in the Power Query Editor to create a new merged table named ALL_Merged.

    Screenshot showing a new merged table.

  5. Select Create to add the data source and the dataset to Power BI Report Builder. You see a success message. Select OK for the dataset and data source to be created.

  6. You can see the data source (PowerQuery) and the dataset in the Report Data pane, under Data Sources and Datasets, respectively. You can also see the fields and the data types of the dataset in the Fields window. You can use these fields to design your paginated report.

    Screenshot showing the new table.

Edit an RDL dataset created by using Get Data

You can edit the RDL dataset in the Get Data experience. For this, right-click the dataset and select Edit Mashup. This opens the Power Query editor, where you can edit the M query.

Screenshot showing edit the mashup.

Note

If you had defined a parameter in the Power Query editor, you have to define it again in Power BI Report Builder.

How to bind parameters

If you want to define a parameter, follow these steps.

  1. Define the parameter in Power Query in the Get Data experience. Learn more about Parameters in Power Query.

    Screenshot showing new parameter in Power Query.

    Note

    Keep track of the exact parameter name and type. If you missed noting it down, you can Edit Mashup and find the parameter name.

  2. In Power BI Report Builder, Add parameter by right-clicking the Parameters folder.

    Screenshot showing add parameter in Power BI Report Builder.

  3. Enter the parameter name, prompt name, and data type, as you would when you set up parameters in Report Builder.

    Note

    The data type must be as close as possible to the data type in Power Query in Step 1. For example, decimal in Power Query is closest to float in Power BI Report Builder.

  4. Right-click the RDL dataset that you want the parameter for, and select Dataset Properties.

    Screenshot showing dataset properties in Power BI Report Builder.

  5. In the Dataset Properties dialog, select the Parameters tab and map the parameters. The Parameter name is the name defined in the Get data experience. The Parameter Value is the name defined in Power BI Report Builder.

    Screenshot showing parameters in dataset properties in Power BI Report Builder.

You can now build your report and use the parameters to render the report.

How to share the report

Now that you have built your paginated report and publish it to the Power BI service, you need to be able to share it. You need to also share the shareable cloud connection.

Follow these steps:

  1. To locate the name of the shareable cloud connection:

    a. Right-click the dataset and select Edit Mashup.

    Screenshot showing edit the mashup.

    b. Get the shareable cloud connection information.

    Screenshot showing shareable cloud connection location.

  2. When you locate the name, add users who should have access by following steps to share a shareable cloud connection.

Next steps

After you have a dataset that you created using Power Query, you can use it to create a paginated report in Power BI Report Builder, as you would with any other RDL dataset. You can use the report design tools, such as the Properties window and the Grouping pane, to design the layout, the data regions, the expressions, and the groups of your report.

When you're done with the report design, you can save the report to your local machine, or publish it to the Power BI service, where you can share it with others, or view it in the Power BI mobile app.

Considerations and limitations

  • Only one RDL dataset per M query is supported.
  • The last query in the Queries window in the Power Query editor is used to generate the RDL dataset.
  • Gateway data sources aren't supported even though you connect in Mashup Editor.
  • Parameters aren't automatically bound in Power BI Report Builder. You must bind parameters like any other data source. See the How to bind parameters section in this article.
  • If you set a parameter as a list in Power Query but you select a single value (as a default or while rendering the report), the report fails to render.