Click here to download the SQL Server PowerBI Template -
Once you have downloaded the OctopusDeploySQLServer template, open it up.
You will see PowerBI attempt to refresh the data, you will see the pop-up below, click 'Close'.
![](https://static.wixstatic.com/media/933d06_1a0bf50a0ebb425a9644196a018edd7c~mv2.png/v1/fill/w_125,h_85,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_avif,quality_auto/933d06_1a0bf50a0ebb425a9644196a018edd7c~mv2.png)
Now from the 'Home' bar, click 'Transform data' and select 'Data source settings'
![](https://static.wixstatic.com/media/933d06_7bc5886bab954617bc898410296c0b7a~mv2.png/v1/fill/w_49,h_19,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_avif,quality_auto/933d06_7bc5886bab954617bc898410296c0b7a~mv2.png)
Click on 'Change Source...'..
![](https://static.wixstatic.com/media/933d06_edd0fe9fcab24fd6a67535b06f7e4047~mv2.png/v1/fill/w_80,h_60,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_avif,quality_auto/933d06_edd0fe9fcab24fd6a67535b06f7e4047~mv2.png)
Enter in your local SQL Server name and instance if needed, and enter your database name, then click 'Ok'.
![](https://static.wixstatic.com/media/933d06_998665388935408381b9720096a330a3~mv2.png/v1/fill/w_80,h_60,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_avif,quality_auto/933d06_998665388935408381b9720096a330a3~mv2.png)
Now you should see your server and database listed, next click on 'Edit Permissions...'.
![](https://static.wixstatic.com/media/933d06_a4f0c0106a394cd481a57b1b60a6e58a~mv2.png/v1/fill/w_80,h_60,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_avif,quality_auto/933d06_a4f0c0106a394cd481a57b1b60a6e58a~mv2.png)
Now under Credentials, click 'Edit...'. If you notice the current type is 'Database'.
![](https://static.wixstatic.com/media/933d06_82e69d0f32014a3cb6abc949c793c020~mv2.png/v1/fill/w_80,h_60,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_avif,quality_auto/933d06_82e69d0f32014a3cb6abc949c793c020~mv2.png)
If you are going to connect using SQL Server database user account, select 'database' then enter your username and password and click 'Save'.
![](https://static.wixstatic.com/media/933d06_558cd1cd1b7e49ed915fdd664b779b00~mv2.png/v1/fill/w_80,h_60,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_avif,quality_auto/933d06_558cd1cd1b7e49ed915fdd664b779b00~mv2.png)
If you use Windows Authentication, select 'Windows' and select either 'Use my current credentials' or enter 'alternate credentials' and click 'Save'.
![](https://static.wixstatic.com/media/933d06_1b9850bea1324ff1822895c4359808c2~mv2.png/v1/fill/w_70,h_32,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_avif,quality_auto/933d06_1b9850bea1324ff1822895c4359808c2~mv2.png)
If your instance uses a Microsoft account, then select that option and click 'Sign In' and follow the prompts and then hit save.
![](https://static.wixstatic.com/media/933d06_fa3a0a6abb3d4c57beabd0b3690c770b~mv2.png/v1/fill/w_70,h_32,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_avif,quality_auto/933d06_fa3a0a6abb3d4c57beabd0b3690c770b~mv2.png)
Once you save your credentials, click 'Ok', then on the 'Home' bar, click 'Refresh' to connect to your database and refresh your data.
![](https://static.wixstatic.com/media/933d06_1d8b9311687343edb71d3d95cba7a117~mv2.png/v1/fill/w_48,h_11,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_avif,quality_auto/933d06_1d8b9311687343edb71d3d95cba7a117~mv2.png)