how to work in Power Query using odbс driver

how to work in Power Query using odbс driver

Connect to an ODBC source.

In the Power BI Desktop Home tab, select Get Data> to connect to an ODBC source.



From the list of available connections, select the required DSN connection created in ODBC-Administration

You can familiarize yourself with the configuration of the DSN connection to FreshDesk at the following link:

https://docs.devart.com/odbc/freshdesk/driver_configuration_and_conne.htm




After selecting DSN and clicking the "OK" button, a list of available FreshDesk objects for working in Power BI will appear:





You can provide an SQL statement to specify what data to return, for example to limit the number of rows returned or to exclude unnecessary fields or columns.




At this point, you can select "Load" to load the table or "Transform Data" to make changes to the table before loading.

When you select "Transform Data", the Power Query Editor starts with a representative view of the table. The Query Options area is on the right or is always visible by selecting Query Options on the View tab of the Power Query Editor.



Shaping the data

Now that you are connected to a data source, you can customize the data to suit your needs. Shaping can mean transforming the data, such as renaming columns or tables, deleting rows or columns, or changing data types.

 

If you need to change the data type, select the column or columns to change. Hold down the SHIFT key to select multiple contiguous columns, or CTRL to select non-contiguous columns. Right-click a column header, select Change Data Type, and select a new data type from the menu or drop-down list next to the data type in the Transform group on the Home tab, and select the new data type.




For example, you need to sort only the records with phone number by the Phone column. Expand the arrow next to the "Phone" heading and select "Sort Ascending". The data is now sorted by the presence of the value, and the "Sorted Rows" step is displayed in the applied steps.



If you are not interested in contact records that do not have a “Phone” value, you can remove them from the table. On the Home tab, select Delete Rows>> to remove the bottom rows. In the Delete Bottom Rows dialog box, enter 10 and click OK.




The bottom 11 rows are removed from the table, and the step "Bottom rows removed" appears in the applied steps.

 

Create calculated columns

You can create calculated columns in Power BI by combining two or more pieces of existing data. You can also apply a calculation to an existing column to define a new metric, or combine two columns to create a single new column.

 

To create a new calculated column, go to the Table Tools tab on the left side of the screen and click Add Column.



In the following example, we will create a new column: (CustomColumn), which is obtained from the last five characters of the Phone column.

Apply the formula: CustomColumn = RIGHT( [Phone],5)





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