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Hello,
I have currently setup a Power BI report that uses a source EXCEL file that is on our corporate sharepoint. I update the source file and the changes get reflected on the Power BI report. The report runs with an auto refresh so the changes are applied to the report automatically (or are forced).
Now I want to add a new columns to the source file (in the middle of the columns). I do that, refresh and then go into the Power BI report and also refresh it. Afterwards, I click on Edit Report expecting I will see the column that I recently added to show up; it doesn't.
I imagine I will I have to use the Power BI Desktop to get this change correctly done?
Solved! Go to Solution.
@paulphe wrote:
I think I am missing something fundamental here.
When I first started with Power BI I used the Power BI desktop and linked to an EXCEL file on our corporate O365 sharepoint. I created the report I needed and published it to our corporate O365 Power BI Application. Once I had done this, anyone from our team could update information in the EXCEL file that would be reflected in the Power BI Report. So now that I want to add some columns of data to the EXCEL I need to access a query editor to achieve this (as you mentionned). However, in the Power BI report on O365, I do not have the Query Editor option.
So with the way this has been setup, how can I perform the changes I need while maintaining the relationships between the EXCEL on sharepoint and the established Power BI report?
Thanks in advance!
I don't exactly know how you "publish it to O365 Power BI Application"? If following Integrate Power BI reports in SharePoint Online, you just edit the pbix file and re-publish it to the same worksapce(click yes when a window saying "replace dataset" pops up). If not in this approach, per my knowledge on Power BI development, there shall be some replacing way that you can republish it to your "O365 Power BI Application".
By default, only previously loaded columns get loaded. This is to stop new rouge columns flowing into your report. Go into edit queries, go back to the first step and find the step that adds/removes columns. Click the cog and select the missing column
I think I am missing something fundamental here.
When I first started with Power BI I used the Power BI desktop and linked to an EXCEL file on our corporate O365 sharepoint. I created the report I needed and published it to our corporate O365 Power BI Application. Once I had done this, anyone from our team could update information in the EXCEL file that would be reflected in the Power BI Report. So now that I want to add some columns of data to the EXCEL I need to access a query editor to achieve this (as you mentionned). However, in the Power BI report on O365, I do not have the Query Editor option.
So with the way this has been setup, how can I perform the changes I need while maintaining the relationships between the EXCEL on sharepoint and the established Power BI report?
Thanks in advance!
@paulphe wrote:
I think I am missing something fundamental here.
When I first started with Power BI I used the Power BI desktop and linked to an EXCEL file on our corporate O365 sharepoint. I created the report I needed and published it to our corporate O365 Power BI Application. Once I had done this, anyone from our team could update information in the EXCEL file that would be reflected in the Power BI Report. So now that I want to add some columns of data to the EXCEL I need to access a query editor to achieve this (as you mentionned). However, in the Power BI report on O365, I do not have the Query Editor option.
So with the way this has been setup, how can I perform the changes I need while maintaining the relationships between the EXCEL on sharepoint and the established Power BI report?
Thanks in advance!
I don't exactly know how you "publish it to O365 Power BI Application"? If following Integrate Power BI reports in SharePoint Online, you just edit the pbix file and re-publish it to the same worksapce(click yes when a window saying "replace dataset" pops up). If not in this approach, per my knowledge on Power BI development, there shall be some replacing way that you can republish it to your "O365 Power BI Application".
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