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Microsoft Sustainability Manager provides Power Query templates to help you with Power Query data imports. They automatically provide the right structure for all data attributes required to successfully import your data by using Power Query.
These templates save you time and reduce the risk of errors and data misalignments. They also help users with different levels of experience to create Power Query data imports. For example, if you're an advanced Power Query user, you can set up a Power Query template that other sustainability practitioners can use for data imports.
Note
Power Query templates are only available within the Sustainability Manager where you created them. You can't import or export them.
Prerequisites
To design a Power Query template, you need:
- Sustainability Manager read/write role
- Proficiency with Power Query parameters and the advanced editor
To apply a Power Query template, you need the Sustainability Ingestion role.
Design a Power Query template
Follow these steps to create a Power Query template for use within your organization. For more details about each step, see Import data with Power Query.
In Sustainability Manager, under Data in the left navigation, select Imports.
On the next page, select the Power Query templates tab. On the top menu, select + New.
On the Define your data page, in the Sources column, select a source. Select Add next to each category that you want to include in your import. You can select other sources and add categories from them, too. If you want to remove a category, select the X next to it on the Data tab in the Data transformation tools pane on the right. Select Next to continue.
Next, select a data source and set up parameters for the template.
On the Manage data source page, select a data source. This example shows how to connect to an Azure SQL database.
Enter the necessary information under Connection settings, and then select Next.
Under Choose data, select the data you want connect to.
On the Manage parameters window, specify the Power Query parameters. These parameters display as fields that users must complete when they start an import by using this Power Query template.
Note
This parameterized experience requires advanced Power Query knowledge of how to use parameters.
Use the advanced editor to author usage of the defined parameters.
Connect to the source and create the template.
On the Map data page, map your data, and then select Next.
Note
These Power Query templates are designed specifically for Sustainability Manager. They include attribute mapping and Sustainability Manager connection management.
On the Review and name page, provide a name and description for your Power Query template, and then select Next. Your new template appears under Data templates on the Power Query templates tab.
Apply a Power Query template
After you or someone else in your organization creates a Power Query template, you can use it to start a Power Query data import. For more information about these steps, see Edit a Power Query import.
In Sustainability Manager, under Data in the left navigation, select Imports.
On the Data imports tab, select + New in the top menu.
Select the POWER QUERY TEMPLATE tile.
On Choose a template, select the Power Query template you want to use.
On Manage data source, enter the parameters to use for your import. In the following example, these parameters include:
- ServerURL
- DBName
- TableName
- OldProvider
- NewProvider
On Schedule data import, review the options and change them if necessary. Select Next.
On Review and name, provide a name and description for your import. Turn the Ready to import toggle to Yes, and then select Connect.
The connections run and import the data like any other import connection.
