This page provides you with instructions on how to extract data from PostgreSQL and analyze it in Power BI. (If the mechanics of extracting data from PostgreSQL seem too complex or difficult to maintain, check out Stitch, which can do all the heavy lifting for you in just a few clicks.)
What is PostgreSQL?
PostgreSQL, also called Postgres, is an open source object-relational database management system that runs on all major operating systems. It's known for its stability and its ability to handle high volumes of transactions.
What is Power BI?
Power BI is Microsoft’s business intelligence offering. It's a powerful platform that includes capabilities for data modeling, visualization, dashboarding, and collaboration. Many enterprises that use Microsoft's other products can get easy access to Power BI and choose it for its convenience, security, and power.
With high-value use cases across analysts, IT, business users, and developers, Power BI offers a comprehensive set of functionality that has consistently landed Microsoft in Gartner's "Leaders" quadrant for Business Intelligence.
Getting data out of PostgreSQL
Most people retrieve data from relational databases by writing SQL queries. If you're just looking to export data in bulk, however, you can use the command-line tool
pg_dump to export data from a PostgreSQL database as a CSV file or a script that you can run to restore the database on any PostgreSQL server.
Loading data into Power BI
You can analyze any data in Power BI, as long as that data exists in a data warehouse that's connected to your Power BI account. The most common data warehouses include Amazon Redshift, Google BigQuery, and Snowflake. Microsoft also has its own data warehousing platform called Azure SQL Data Warehouse.
Connecting these data warehouses to Power BI is relatively simple. The Get Data menu in the Power BI interface allows you to import data from a number of sources, including static files and data warehouses. You'll find each of the warehouses mentioned above among the options in the Database list. The Power BI documentation provides more details on each.
Analyzing data in Power BI
In Power BI, each table in the data warehouse you connect is known as a dataset, and the analyses conducted on these datasets are known as reports. To create a report, use Power BI’s report editor, a visual interface for building and editing reports.
The report editor guides you through several selections in the course of building a report: the visualization type, fields being used in the report, filters being applied, any formatting you wish to apply, and additional analytics you may wish to layer onto your report, such as trendlines or averages. You can explore all of the features related to analyzing and tracking data in the Power BI documentation.
Once you've created a report, Power BI lets you share it with report "consumers" in your organization.
Keeping PostgreSQL data up to date
The script you have now should satisfy all your data needs for PostgreSQL – right? Not yet. How do you load new or updated data? It's not a good idea to replicate all of your data each time you have updated records. That process would be painfully slow; if latency is important to you, it's not a viable option.
Instead, you can identify some key fields that your script can use to bookmark its progression through the data, and pick up where it left off as it looks for updated data. Auto-incrementing fields such as updated_at or created_at work best for this. When you've built in this functionality, you can set up your script as a cron job or continuous loop to get new data as it appears in PostgreSQL.
From PostgreSQL to your data warehouse: An easier solution
As mentioned earlier, the best practice for analyzing PostgreSQL data in Power BI is to store that data inside a data warehousing platform alongside data from your other databases and third-party sources. You can find instructions for doing these extractions for leading warehouses on our sister sites PostgreSQL to Redshift, PostgreSQL to BigQuery, PostgreSQL to Azure Synapse Analytics, PostgreSQL to PostgreSQL, PostgreSQL to Panoply, and PostgreSQL to Snowflake.
Easier yet, however, is using a solution that does all that work for you. Products like Stitch were built to move data automatically, making it easy to integrate PostgreSQL with Power BI. With just a few clicks, Stitch starts extracting your PostgreSQL data, structuring it in a way that's optimized for analysis, and inserting that data into a data warehouse that can be easily accessed and analyzed by Power BI.