Data source guides
Power BI data sources: connectors, KPIs and templates
Before designing a report, check how its data gets in. For each source below: whether Microsoft's Power Query connector list includes a connector for it (8 do, 1 in Preview, 11don't), the practical ways to load the data, the KPIs teams usually build with DAX, and free templates to start the page.
Statuses were checked against Microsoft Learn's connector list on 2026-11-05. “No connector of its own” doesn't mean the app can't be used: each guide shows the export, database or API route.
CRM and sales
- SalesforceConnector in Microsoft's listOpen pipeline · Win rate · Quota attainment
- HubSpotNo connector of its own in Microsoft's listNew contacts by source · Lifecycle conversion · Deal pipeline value
- Dynamics 365Connector in Microsoft's listPipeline by stage · Case resolution time · Revenue vs budget
Marketing and analytics
- Google Analytics 4Connector in Microsoft's listSessions · Engagement rate · Conversion rate
- Google AdsNo connector of its own in Microsoft's listSpend · Cost per click (CPC) · Cost per conversion
- Meta AdsNo connector of its own in Microsoft's listReach and frequency · CPM · Click-through rate
- LinkedIn AdsNo connector of its own in Microsoft's listCost per lead · Lead-form completion rate · CTR
Finance, ERP and payments
- ShopifyNo connector of its own in Microsoft's listNet sales · Average order value · Repeat customer rate
- StripeNo connector of its own in Microsoft's listGross volume · Payment success rate · Refund rate
- QuickBooks OnlineNo connector of its own in Microsoft's listRevenue · Gross margin % · Operating expenses vs budget
- XeroNo connector of its own in Microsoft's listNet profit · Aged receivables over 60 days · Cash position
- NetSuiteNo connector of its own in Microsoft's listConsolidated revenue · Order backlog · Inventory turns
- SAPConnector in Microsoft's listRevenue vs plan · Purchase price variance · On-time delivery (supplier)
Service and work management
- ZendeskConnector in Microsoft's list (Preview)First reply time · Full resolution time · SLA attainment
- ServiceNowNo connector of its own in Microsoft's listIncidents opened and resolved · SLA breach rate · Mean time to resolve
- JiraNo connector of its own in Microsoft's listThroughput · Lead time · Work in progress