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eliseglines's avatar
eliseglines
Icon for Helper I rankHelper I
7 months ago
Solved

swapping data source excel file?

Hello, This seems pretty simple but I keep hitting a wall and am not sure how to fix it. I want to keep all my visuals and graphs the same, but need to swap out the excel file as the data source. ...
Need Help
  • Murtaza_Ghafoor's avatar
    Murtaza_Ghafoor
    7 months ago

    Proposed Solution:

    Replace the Source File

    New Excel file:

    • Must have the same sheet names
    • Must have same column structure

    Apply these steps:

    1. Go to Transform Data
    2. Select the query (for example: Treatments tab)
    3. Click the Source step (on the right under Applied Steps)
    4. Click the (gear icon)
    5. Change the file path to the new Excel file
    6. Click Close & Apply

    If this helps, ✓ Mark as Kudos | Mark as Solution| Help Others

Murtaza_Ghafoor's avatar
Murtaza_Ghafoor
Icon for Super User rankSuper User
7 months ago

Proposed Solution:

Replace the Source File

New Excel file:

  • Must have the same sheet names
  • Must have same column structure

Apply these steps:

  1. Go to Transform Data
  2. Select the query (for example: Treatments tab)
  3. Click the Source step (on the right under Applied Steps)
  4. Click the (gear icon)
  5. Change the file path to the new Excel file
  6. Click Close & Apply

If this helps, ✓ Mark as Kudos | Mark as Solution| Help Others