Connecting BI Tools to Data Sources

Summary

BI tools can connect live to a database or warehouse, or import a static snapshot — understanding this distinction matters for whether your dashboard reflects real-time data or needs manual refreshing.

• 1Connect a BI tool to both a flat file and (if possible) a live database, and compare.
• 2Learn the difference between 'import' mode and 'live/direct query' mode.
• 3Understand the trade-off: live connections stay fresh but can be slower to load.