2.5 Understand data source settings - Video Tutorials & Practice Problems

<v Instructor>Now that you've seen</v> how to connect into a number of data sources, let's go ahead and review some of the other parts of Get &amp; Transform Data that we have yet to talk about. So let's go back over to our Data tab, and under Get &amp; Transform Data, we're going to review a few different things. So, we're gonna go to Get Data first to start with, and what we're gonna do is, down at the bottom here, we can see that if we ever wanted to get back into the Power Query Editor, which we're going to use quite extensively in the next set of sub lessons, we can click right here and it will take us into the Power Query Editor, and we're going to see the four queries that we have created so far. So that's if you want to get yourself back into the Power Query Editor, I'm just gonna go ahead and click this X over here and that closes back up. If I wanted to go in and take a look at the different data source settings that we have accumulated so far, I can click on this Data Source Settings. And I'm gonna see that I have the four different sources that I've connected into listed right here. So I can go through here and click on the sales territory one at the very top here. So this is showing the location of the sales territory CSV file that we had brought in in an earlier sub lesson. I can click this Chain Source down at the very bottom here, and if I wanted to move that particular file around, for some reason, I could go and move it and then just remap the location of that file right here. Also, if I wanted to, so I can go down to the next file, the sales one, and basically have the same thing. And we can go in and take a look at the permissions on these files. So I can click on Edit Permissions. We can see there are no permissions on this file, I'm just connecting directly into it. And I have this thing here called Privacy Levels for the individual files. So right now, I have no privacy levels set for any of these files, and we would have noticed that was the case on the previous one as well, had we clicked on it. Or I can choose to make it a public file, an organizational level file or a private file. So these privacy levels really just allow us to set a level on each one of these connections and potentially keep us from combining data sources that are not at an equivalent privacy level. Now we're not gonna dive any deeper into what privacy levels are all about here in this fundamentals class, 'cause the topic does get a little bit advanced, but just be aware that you do have the ability to control how you want to combine data sources together based on these different privacy levels. Okay, so then going down to the very last one here, where we connected into the Federal Reserve data source, we can go over here and click on the Edit Permissions. And if you recall, when we set this one up back in the previous sub lesson, that we went and set the credentials up to anonymous. So I'm just gonna click on Edit here, and if for some reason, we wanted to go back in and rechange those or make them Windows credentials or basic credentials, or hook it to a web API, we could go ahead and reset those credentials here. And once again, this one also has the privacy levels being set. So each one of these different sources, we can set a privacy level for. So let's go ahead and close that up. That's enough about our data source settings. And next, what we're gonna do is go ahead and review our recent sources. So what you can do here is, let's click on the Recent Sources over here in the Get &amp; Transform section. So if I click on this, it's gonna show me the list of sources that I've brought into the workbook over the last little bit here. So what I can do here, is if I wanna connect into a file for a second time, for example, and I don't wanna have to go through and find the file and navigate to the file and things like that. I can just go in here for example, and click on, maybe a file I wanna connect into again, and click the Connect button. And it's gonna take me directly into that file. So it's just a way of shortcutting that initial get data and choosing the different sources you wanna connect into, then eventually getting to this dialog box. So we can go ahead and take advantage of that there, if we want, as well. Also in the Recent Sources, if I want, I can go and unpin these. So I can go ahead and remove these from the sources if I want, so I can just say, connect to it again, I can copy the path of this item to the clipboard, I can keep it pinned to the list, I can remove it to the list. And if I want, I can say clear all these items that have not been pinned into my Recent Source, 'cause I wanna keep them there right out of the list. I'm not gonna go ahead and do that 'cause I want to maybe keep these around here for subsequent use, but this is just a nice, handy way to potentially reuse sources again without having to connect into things. And finally, let's explore the Existing Connections. So, I'm gonna click on Existing Connections here, and what I wanna do is under this Connections tab here, is let's go down to the sales territory query itself. So here's where we can potentially go in and set some additional properties for the sales territory query. So I'm gonna just go in here, choose on sales territory, right click and say Edit Connection Properties. So in here, there are a number of other properties that we can go ahead and set. We can set how the file is refreshed. So we can go through and say refresh every so many minutes. So if we want that query to refresh from its source periodically, we can go ahead and get that set up. We can ask the data to refresh when we open the file, we can control whether this connection is refreshed whenever we choose the Refresh All option. And there's a number of other things we can do in here as well. We've got our definitions, which is gonna show us where the file actually is and how it is actually being queried. And there's nothing of interest over here on this Used In tab. Most of what we wanna take a look in here is on this Usage and primarily around this refreshing control. So let's go ahead and close that out, and that brings us to the end of the sub lesson on the data source settings.