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Method
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Best For
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Plan Requirement
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Native PMA Connector (Recommended)
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Most users — simplest setup, no intermediary tools
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Any plan with Data Builder
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Azure SQL Database Export
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Organizations needing DirectQuery for live data access, or combining PMA data with other enterprise SQL data
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Custom plan with exports
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BigQuery Data Export
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Organizations already using BigQuery as a central data warehouse
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Custom plan with exports
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Excel Connector
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Users who already report in Excel and want to visualize that data in Power BI
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Pro or Custom plan with spreadsheets
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Google Sheets
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Users who already report in Google Sheets and want to visualize that data in Power BI
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Pro or Custom plan with spreadsheets
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The fastest way to get your PMA data into Power BI is with our native Power BI connector. This connector loads your Data Builder datasets directly into Power BI Desktop - no intermediate exports, spreadsheets, or databases required.
With the native connector, you can:
For full setup instructions, including how to install the custom connector, authenticate with your PMA hub, load your data, and configure scheduled refreshes, see our complete guide:
If you have specific infrastructure requirements or prefer to route your PMA data through an intermediary platform before it reaches Power BI, the following alternative methods are available. These are best suited for organizations with existing data infrastructure that they want to leverage alongside PMA.
For organizations using Power BI with SQL databases, our Azure SQL Database Export allows you to push your PMA data directly to Azure SQL and then connect it to Power BI. This is the best alternative if you need DirectQuery for live data access without importing, or if you want to combine your PMA marketing data with other enterprise data sources already in Azure SQL.
Benefits of using Azure SQL with Power BI:
For detailed instructions on setting up Azure SQL exports, see How to Export to Azure SQL Database.
Once your data is in Azure SQL, connect it to Power BI using Microsoft's guide to using DirectQuery in Power BI Desktop.
If your organization already uses BigQuery as a central data warehouse, you can use our BigQuery Data Export to push your PMA data into BigQuery and then connect BigQuery to Power BI Desktop. This method is ideal if you want your PMA marketing data alongside other datasets already stored in BigQuery.
For setup instructions, see How to Export to BigQuery.
Once your data is in BigQuery, connect it to Power BI using Microsoft's guide to connecting BigQuery to Power BI.
If you already use PMA's Excel data connector for spreadsheet reporting and want to bring that same data into Power BI, you can connect your Excel workbooks directly to Power BI. This method works well if Excel is already part of your reporting workflow and you want to add Power BI visualizations on top of your existing spreadsheet data.
For instructions on setting up PMA's Excel data connector, see the Microsoft Excel Data Integration Guide.
Once your data is in Excel, connect it to Power BI using Microsoft's instructions for connecting Excel workbooks to Power BI.
If you already use PMA's Google Sheets data connector for spreadsheet reporting, you can connect your Google Sheets data to Power BI. As with the Excel method, this works best if Google Sheets is already part of your workflow and you want to layer Power BI visualizations on top of existing spreadsheet reports.
For instructions on setting up PMA's Google Sheets data connector, see the Google Sheets Data Integration Guide.
Once your data is in Google Sheets, connect it to Power BI using Power BI Community's guide to connecting Google Sheets to Power BI.
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