Connecting Data from a client

[Yeriel]

Hello guys,

I have a client in Texas (I live in Spain) that wants me to build him a Power BI report for his business and to update every time he adds new data (3 times a day).

I usually know how to create my own Reports and Dashboards in Power BI Desktop, but when it comes to Power BI Services I´m kinda new.

My questions are the following:

1. How do I connect his Excel files that are in a local system to my Power BI desktop?

2. Once the report is finished, how do I send him the report. Does he need to have a Power BI Pro Account to be able to visualize the report?

3. Someone told me that I can upload the client’s files to Power BI Services and then I extract the data from Power BI Services into Power BI Desktop.

If someone can guide me in the right direction I truly appreciated it.

On your personal experience, if I want to start building Power BI Report (Freelancer) for several clients, what´s the best way to ask for their data and to show the reports?

Thanks a lot for the help,

Cheers!

[Melissa]

Hi @Yeriel,

In this course Power BI Super Users Workshop you’ll find a section on the Power BI Online Service

You may also want to review the video in this topic on licencing.

Read-Only License for Power BI

Hello Everyone, Hope everyone is good. Today I would like to provide a link of one of the Community Webinars which was organized by the Microsoft Power BI just few hours back where Reeza Rad has explained in depth about the licensing requirements for Power BI end-users. How one can effectively and efficiently choose the licensing plans offered by the Microsoft. In order to understand this much better he had explained the concepts by taking up different scenario levels s…

I hope this is helpful.

[Yeriel]

Thanks a lot @Melissa!!!

The links that you provided really enlightened my knowledge, especially the post created by Radacad about all the different ways of sharing a report with a client or colleague.

Power BI Sharing Methods Comparison – All in One Review

On the other side, can you also guide in the right direction when it comes to retrieving data from a customer?

I know there are multiples ways of connecting customer data such as:
Direct Query
Live Query
Import, etc.

If you can enlighten me with other of your awesome links I will truly appreciate it.

Thanks for the tips,

Yeriel

[Melissa]

Hi @Yeriel,

@Yeriel

Can you also guide in the right direction when it comes to retrieving data from a customer?

Available connection types will depend on the source and it’s location…
Here you’ll find Microsoft articles on connecting to data and gateways.

Connect to data in Power BI Desktop - Power BI

I hope this is helpful.

[Yeriel]

Hi @Melissa,

Just a quick note, I had a meeting with a client yesterday and he asked me a lot of questions on how to share reports with other users and Thank God you showed these articles because a did sound like a Pro .

Thanks for the support!

Cheers!

[EnterpriseDNA]

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