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JML's avatar
JML
New Member
9 years ago
Solved

Repeating reports from different data sets

Hi all,

 

I'm using PowerBI Desktop to create reports for a software platform that we sell. Reports are based on ~10 csv files that we export from the platform. I'm pretty new to PowerBI and looking for the best way to make this scalable, with as little manual work each time.

 

The report is great as a one off. But... we need to repeat the report each month, and for a growing number of customers, each time with a new set of csv files.

 

Currently I can refresh the report by changing the source for each csv, replacing them with new ones, and each time saving the report as a new .pbix file. I'm sure there's a more sensible way to be doing this.

 

Any suggestions would be gratefully received!

 

Jon

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  • v-sihou-msft's avatar
    v-sihou-msft
    9 years ago

    JML

     

    For your requirement, you can create Query Parameter to set a dynamic data source. Please refer to sample below:

     

     

     

    1. Create a File Name parameter.

     

     

    2. Modify the Power Query in Advanced Editor.

     

     

    3. Then you can get a dynamic dataset based on selection in Query Paramete (you need to Apply Changes after select):

     

     

     

     

     

    Regards,

     

3 Replies

  • BhaveshPatel's avatar
    BhaveshPatel
    Super User
    9 years ago

    You can use " From Folder" option as a data source or Creating Parameters. 

     

    In From Folder option, You just have to replace the old files with new files. Please Watch this VIDEO for more on this.

     

    For use of Parameters, Please see this BLOG.

     

     

     

  • v-sihou-msft's avatar
    v-sihou-msft
    Microsoft Employee
    9 years ago

    JML

     

    For your requirement, you can create Query Parameter to set a dynamic data source. Please refer to sample below:

     

     

     

    1. Create a File Name parameter.

     

     

    2. Modify the Power Query in Advanced Editor.

     

     

    3. Then you can get a dynamic dataset based on selection in Query Paramete (you need to Apply Changes after select):

     

     

     

     

     

    Regards,

     

    • JML's avatar
      JML
      New Member
      9 years ago

      Thanks for the replies - that solution works - just took a while to work through for a novice. Thanks!