Amazon S3 CSV File Connector for Power BI

In this article you will learn how to integrate Amazon S3 CSV File data in Power BI without coding in just a few clicks (live / bi-directional connection to Amazon S3 CSV File). Amazon S3 CSV File Connector can be used to read CSV Files stored in AWS S3 Buckets. Using this you can easily integrate AWS S3 CSV File data. It's supports latest security standards, and optimized for large data files. It also supports reading compressed files (e.g. GZip /Zip)..

Using Amazon S3 CSV File Connector you will be able to connect, read, and write data from within Power BI. Follow the steps below to see how we would accomplish that.

Download Documentation

Create ODBC Data Source (DSN) based on ZappySys Amazon S3 CSV Driver

Step-by-step instructions

To get data from Amazon S3 CSV File using Power BI we first need to create a DSN (Data Source) which will access data from Amazon S3 CSV File. We will later be able to read data using Power BI. Perform these steps:

  1. Install ZappySys ODBC PowerPack.

  2. Open ODBC Data Sources (x64):
    Open ODBC Data Source

  3. Create a User Data Source (User DSN) based on ZappySys Amazon S3 CSV Driver

    ZappySys Amazon S3 CSV Driver
    Create new User DSN for ZappySys Amazon S3 CSV Driver
    You should create a System DSN (instead of a User DSN) if the client application is launched under a Windows System Account, e.g. as a Windows Service. If the client application is 32-bit (x86) running with a System DSN, use ODBC Data Sources (32-bit) instead of the 64-bit version.
  4. Create and configure a connection for the Amazon S3 storage account.

    Create Amazon S3 Storage Connection
  5. You can use select your desired single file by clicking [...] path button.

    mybucket/dbo.tblNames.csv
    dbo.tblNames.csv
    Read Amazon S3 CSV File data


    ----------OR----------

    You can also read the multiple files stored in Amazon S3 Storage using wildcard pattern supported e.g. dbo.tblNames*.csv.

    Note: If you want to operation with multiple files then use wild card pattern as below 
    (when you use wild card pattern in source path then system will treat target path as folder regardless you end with slash)
    
    mybucket/dbo.tblNames.csv (will read only single .CSV file)
    mybucket/dbo.tbl*.csv (all files starting with file name)
    mybucket/*.csv (all files with .csv Extension and located under folder subfolder)
    

    mybucket/dbo.tblNames*.csv
    Use wildcard pattern .* to read multiple Amazon S3 Files data


    ----------OR----------

    You can also read the zip and gzip compressed files also without extracting it in using Amazon S3 CSV Source File Task.

    mybucket/dbo.tblNames*.gz
    Reading zip and gzip compressed files (stream mode)
  6. Navigate to the Preview Tab and let's explore the different modes available to access the data.

    1. --- Using Direct Query ---

      Click on Preview Tab, Select Table from Tables Dropdown and select [value] and click Preview.
      ZappySys ODBC Driver - Preview Data
    2. --- Using Stored Procedure ---

      Note : For this you have to Save ODBC Driver configuration and then again reopen to configure same driver. For more information click here.
      
      Click on the Custom Objects Tab, Click on Add button and select Add Procedure and Enter an appropriate name and Click on OK button to create.
      ZappySys ODBC Driver - Custom Objects
      1. --- Without Parameters ---

        Now Stored Procedure can be created with or without parameters (see example below). If you use parameters then Set default value otherwise it may fail to compilation)
        ZappySys ODBC Driver : Without Parameters
      2. --- With Parameters ---

        Note : Here you can use Placeholder with Paramters in Stored Procedure.
        Example : SELECT * FROM $ WHERE OrderID = '<@OrderID, FUN_TRIM>' or CustId = '<@CustId>' and Total >= '<@Total>'
        
        ZappySys ODBC Driver : With Parameters
    3. --- Using Virtual Table ---

      Note : For this you have to Save ODBC Driver configuration and then again reopen to configure same driver. For more information click here.
      

      ZappySys APi Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you don't have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.

      Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 Buckets with slight variations you can create virtual tables with just URL as Parameter setting).

      vt__Customers
      DataPath=mybucket_1/customers.csv
      
      vt__Orders
      DataPath=mybucket_2/orders.csv
      
      vt__Products
      DataPath=mybucket_3/products.csv
      
      1. Click on the Custom Objects Tab, Click on Add button and select Add Table and Enter an appropriate name and Click on OK button to create.
        ZappySys ODBC Driver - Custom Objects
      2. Once you see Query Builder Window on screen Configure it.
        ZappySys ODBC Driver - Custom Objects : Virtual Table Query Builder
      3. Click on Preview Tab, Select Virtual Table(prefix with vt__) from Tables Dropdown or write SQL query with Virtual Table name and click Preview.
        ZappySys ODBC Driver - Custom Objects : Virtual Table Query Execute

  7. Click OK to finish creating the data source

  8. That's it; we are done. In a few clicks we configured the to Read the Amazon S3 CSV File data using ZappySys Amazon S3 CSV File Connector

Read Amazon S3 CSV File data in Power BI using ODBC

Importing Amazon S3 CSV File data into Power BI from table or view

  1. Once you open Power BI Desktop click Get Data to get data from ODBC:
    Power Bi Get Data

  2. A window opens, and then search for "odbc" to get data from ODBC data source:
    Power Bi ODBC Get Data

  3. Another window opens and asks to select a Data Source we already created. Choose AmazonS3CsvFileDSN and continue:

    AmazonS3CsvFileDSN
    Power Bi Select ZappySys Driver DSN

  4. Most likely, you will be asked to authenticate to a newly created DSN. Just select Windows authentication option together with Use my current credentials option:

    AmazonS3CsvFileDSN
    Power Bi DSN Authenticaation

  5. Finally, you will be asked to select a table or view to get data from. Select one and load the data!
    Power Bi Load DSN Table Data

  6. Finally, finally, use extracted data from Amazon S3 CSV File in a Power BI report:
    Power Bi Extracted DSN Table Data

Importing Amazon S3 CSV File data into Power BI using SQL query

If you wish to import Amazon S3 CSV File data from SQL query rather than a table then you can use advanced options during import steps (as below). After selecting DSN you can click on advanced options to see SQL Query editor.

AmazonS3CsvFileDSN
                SELECT
                    ProductID,
                    ProductName,
                    SupplierID,
                    CategoryID,
                    QuantityPerUnit,
                    UnitPrice
                FROM _root_
                WHERE UnitPrice > 20
			
Get REST API data in Power BI Desktop using SQL query and ODBC
Consider using Custom Objects feature in ODBC data source to encapsulate SQL query in a Virtual Table. This way, you can see a virtual table in Power BI table list where you can import multiple objects using the same connection rather than creating a new connection for each custom SQL query.
Be aware, that if you type an invalid SQL query, Power BI may try to import a table instead of importing data using a query. In SQL query, make sure you do not use $ as the table name, e.g. SELECT * FROM $. Use _root_ instead, e.g. SELECT * FROM _root_.

Using a full ODBC connection string

In the previous steps we used a very short format of ODBC connection string - a DSN. Yet sometimes you don't want a dependency on an ODBC data source (and an extra step). In those times, you can define a full connection string and skip creating an ODBC data source entirely. Let's see below how to accomplish that in the below steps:

  1. Open ODBC data source configuration and click Copy settings:
    ZappySys Amazon S3 CSV Driver - Amazon S3 CSV File
    Amazon S3 CSV File Connector can be used to read CSV Files stored in AWS S3 Buckets. Using this you can easily integrate AWS S3 CSV File data. It's supports latest security standards, and optimized for large data files. It also supports reading compressed files (e.g. GZip /Zip).
    AmazonS3CsvFileDSN
    Copy connection string for ODBC application
  2. The window opens, telling us the connection string was successfully copied to the clipboard: Successful connection string copying for ODBC application
  3. Then just paste the connection string into your script:
    AmazonS3CsvFileDSN
    DRIVER={ZappySys Amazon S3 CSV Driver};DataPath='my-bucket/file-*.csv';AccessKey='MY-ACCESS-KEY';SecretKey='MY-SECRET-KEY';ColumnDelimiter=';'
    Use full connection string in Power BI Desktop to read API data
  4. You are good to go! The script will execute the same way as using a DSN.
The DSN defined in the Data source name (DSN) field will be ignored.

Editing query for table in Power BI

There will be a time you need to change the initial query after importing data into Power BI. Don't worry, just right-click on your table and click Edit query menu item:

Edit query in Power BI to get REST API data
Refer to Power Query M reference for more information on how to use its advanced features in your queries.

Using parameters in Power BI (dynamic query)

In the real world, many values of your REST / SOAP API call may be coming from parameters. If that's the case for you can try to edit script manually as below. In below example its calling SQL Query with POST method and passing some parameters. Notice below where paraAPIKey is Power BI Parameter (string type). You can use parameters anywhere in your script just like the normal variable.

To use a parameter in Power BI report, follow these simple steps:

  1. Firstly, you need to Edit query of your table (see previous section)

  2. Then just create a new parameter by clicking Manage Parameters dropdown, click New Parameter option, and use it in the query:

    						
                                = Odbc.Query("dsn=AmazonS3CsvFileDSN",
                                             "SELECT * FROM _root_ 
                                              WITH (SRC='http://my-api-provider.com/api/" & MyParameter & "/items')")
                            
                    
    Use parameter in Power BI to get REST API data
    Refer to Power Query M reference for more information on how to use its advanced features in your queries.

Using DirectQuery Option rather than Import

So far we have seen how to Import Amazon S3 CSV File data into Power BI but what if you have too much data and you dont want to import but link it. Power BI Offers very useful feature for this scenario. Its called DirectQuery Option. In this section we will explore how to use DirectQuery along with ZappySys Drivers.

Out of the box ZappySys Drivers wont work in ODBC Connection Mode so you have to use SQL Server Connection rather than ODBC if you wish to use Live data using DirectQuery option. See below step by step instructions to enable DirectQuery mode in Power BI for Amazon S3 CSV File data.

Basically we will use ZappySys Data Gateway its part of ODBC PowerPack. We will then use Linked Server in SQL Server to Link API Service and then we will issue OPENROWSET queries from Power BI to SQL Server and it will then call Amazon S3 CSV File via ZappySys Data Gateway.

  1. First read this article carefully, How to query Amazon S3 CSV File API in SQL Server.
  2. Once linked server is configured we are ready to issue API query in Power BI.
  3. Click Get Data in Power BI, select SQL Server Database
  4. Enter your server name and any database name
  5. Select Mode as DirectQuery
  6. Click on Advanced and enter query like below (we are assuming you have created Amazon S3 CSV File Data Source in Data Gateway and defined linked server (Change name below).
    SELECT * FROM OPENQUERY([AMAZON_S3_CSV_FILE_LINKED_SERVER], 'SELECT * FROM Customers')
    SELECT * FROM OPENQUERY([AMAZON_S3_CSV_FILE_LINKED_SERVER], 'SELECT * FROM Customers')
    DirectQuery option for Power BI (Read Amazon S3 CSV File Data Example using SQL Server Linked Server and ZappySys Data Gateway)


    DirectQuery option for Power BI (Read Amazon S3 CSV File Data Example using SQL Server Linked Server and ZappySys Data Gateway)

  7. Click OK and Load data ... That's it. Now your Amazon S3 CSV File API data is linked rather than imported.

Publishing Power BI report to Power BI service

Here are the instructions on how to publish a Power BI report to Power BI service from Power BI Desktop application:

  1. First of all, go to Power BI Desktop, open a Power BI report, and click Publish button:

    Publish Power BI report to Power BI service
  2. Then select the Workspace you want to publish report to and hit Select button:

    Publish Power BI report to workspace
  3. Finally, if everything went right, you will see a window indicating success:

    Successful Power BI report publishing

    If you need to periodically refresh Power BI semantic model (dataset) to ensure data accuracy and up-to-dateness, you can accomplish that by using Microsoft On-premises data gateway. Proceed to the next section - Refreshing Power BI semantic model (dataset) using On-premises data gateway - and learn how to do that.

Refreshing Power BI semantic model (dataset) using On-premises data gateway

Power BI allows to refresh semantic models which are based on data sources that reside on-premises. This can be achieved using Microsoft On-premises data gateway. There are two types of On-premises gateways:

  • Standard Mode
  • Personal Mode

Standard Mode supports Power BI and other Microsoft Data Fabric services. It fits perfectly for Enterprise solutions as it installs as a Windows Service and also supports Direct Query feature.

Personal Mode, on the other hand, can be configured faster, but is designed more for home users (you cannot install it as a Windows Service and it does not support DirectQuery). You will find a detailed comparison in the link above.

We recommend to go with Personal Mode for a quick POC solution, but use Standard Mode in production environment.

Below you will find instructions on how to refresh semantic model using both types of gateways.

Refresh using On-premises data gateway (standard mode)

Here are the instructions on how to refresh a Power BI semantic model using On-premises data gateway (standard mode):

  1. Go to Power BI My workspace, hover your mouse cursor on your semantic model and click Settings:

    Configure Power BI semantic model settings
  2. If you see this view, it means you have to install On-premises data gateway (standard mode):

    On-premises data gateway is not installed
  3. Install On-premises data gateway (standard mode) and sign-in:

    signing in into on-premises data gateway standard
    Use the same email address you use when logging in into Power BI account.
  4. Register a new gateway (or migrate an existing one):

    registering or migrating on-premises data gateway standard
  5. If you are creating a new gateway, name your gateway, enter a Recovery key, and click Configure button:

    naming on-premises data gateway standard
  6. Now, let's get back to your semantic model settings in Power BI portal. Refresh the page and you should see your newly created gateway. Click arrow icon and then click on Add to gateway link:

    ODBC{"connectionstring":"dsn=AmazonS3CsvFileDSN"}
    Using On-premises Data Gateway Standard for Power BI Semantic Model
  7. Once you do that, you will create a new gateway connection. Give it a name, set Authentication method, Privacy level, and click Create button:

    dsn=AmazonS3CsvFileDSN
    Create new connection in Power BI On-premises data gateway
    In this example, we used the least restrictive Privacy level.

    If your connection uses a full connection string you may hit a length limitation when entering it into the field. To create the connection, you will need to shorten it manually. Check the section about the limitation of a full connection string on how to accomplish it.

    On-premises data gateway (personal mode) does not have this limitation.

  8. Proceed by choosing the newly created connection:

    ODBC{"connectionstring":"dsn=AmazonS3CsvFileDSN"}
    Selecting gateway connection in Power BI semantic model
  9. Finally, you are at the final step where you can refresh the semantic model:

    Refreshing Power BI semantic model using On-premises Data Gateway

Refresh using On-premises data gateway (personal mode)

Here are the instructions on how to refresh a Power BI semantic model using On-premises data gateway (personal mode):

  1. Go to Power BI My workspace, hover your mouse cursor on your semantic model and click Settings:

    Configure Power BI semantic model settings
  2. If you see this view, it means you have to install On-premises data gateway (personal mode):

    On-premises data gateway is not installed
  3. Install On-premises data gateway (personal mode) and sign-in:

    Sign-in to On-premises data gateway personal
    Use the same email address you use when logging in into Power BI account.
  4. Again, go to your semantic model Settings, expand Data source credentials, click Edit credentials, select Authentication method together with Privacy level, and then click Sign in button:

    dsn=AmazonS3CsvFileDSN
    Use On-premises data gateway personal for Power BI semantic model
  5. Finally, you are ready to refresh your semantic model:

    Refreshing Power BI semantic model using On-premises Data Gateway

Advanced topics

Create Custom Stored Procedure in ZappySys Driver

You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.

Steps to create Custom Stored Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

  1. Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
    ZappySys Driver - Add Stored Procedure

  2. Enter the desired Procedure name and click on OK:
    ZappySys Driver - Add Stored Procedure Name

  3. Select the created Stored Procedure and write the your desired stored procedure and Save it and it will create the custom stored procedure in the ZappySys Driver:
    Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

    CREATE PROCEDURE [usp_get_orders]
        @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>'
     AS
        SELECT * FROM Orders where OrderDate >= '<@fromdate>';
    

    ZappySys Driver - Create Custom Stored Procedure

  4. That's it now go to Preview Tab and Execute your Stored Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:

    Exec usp_get_orders '1996-01-01';

    ZappySys Driver - Execute Custom Stored Procedure

  5. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
    As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.

    SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC usp_get_orders @fromdate=''1996-07-30''')

    ZappySys Driver - Generate SQL Server Query

  6. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
    ZappySys Driver - Generate SQL Server Query

Create Custom Virtual Table in ZappySys Driver

ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you don't have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.

If you're dealing with Microsoft Access and need to import data from an SQL query, it's important to note that Access doesn't allow direct import of SQL queries. Instead, you can create custom objects (Virtual Tables) to handle the import process.

Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.

  1. Go to Custom Objects Tab and Click on Add button and Select Add Table:
    ZappySys Driver - Add Table

  2. Enter the desired Table name and click on OK:
    ZappySys Driver - Add Table Name

  3. And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.

  4. Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
    Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here

    SELECT
      "ShipCountry",
      "OrderID",
      "CustomerID",
      "EmployeeID",
      "OrderDate",
      "RequiredDate",
      "ShippedDate",
      "ShipVia",
      "Freight",
      "ShipName",
      "ShipAddress",
      "ShipCity",
      "ShipRegion",
      "ShipPostalCode"
    FROM "Orders"
    Where "ShipCountry"='USA'

    ZappySys Driver - Create Custom Table

  5. That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:

    SELECT * FROM "vt__usa_orders_only"

    ZappySys Driver - Execute Custom Virtual Table Query

  6. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
    As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.

    SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC [usp_get_orders] ''1996-01-01''')

    ZappySys Driver - Generate SQL Server Query

  7. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
    ZappySys Driver - Generate SQL Server Query

Conclusion

In this article we discussed how to connect to Amazon S3 CSV File in Power BI and integrate data without any coding. Click here to Download Amazon S3 CSV File Connector for Power BI and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).

Download Amazon S3 CSV File Connector for Power BI Documentation 

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