- Data extraction is the step where we pull raw data from source systems into the BI environment.
- This usually includes databases, APIs, and flat files like Excel or CSV.
- The focus is on getting the right data with correct filters, not transforming it yet.
- In my project, we extracted sales and customer data from a SQL Server CRM system.
- We scheduled daily extractions to match business reporting needs.
- Any extraction issues like missing rows were logged and validated with source teams.
- This step ensures BI reports start with reliable and complete raw data.
What does data extraction mean in the BI lifecycle?
Updated on January 8, 2026
< 1 min read
